Complete Agent Training Systems Available from Premier Planning®

Premier Planning® provides industry leading final expense whole life insurance products from nationally recognized life insurance carriers to our distribution across the country, however we also back up those products with first class training for agents we work with. As a Premier Planning® agent, you will have access to the following Agent Training items:

Below is a breakdown of each agent training option to help provide you with a better understanding of our expertise.

Legacy Safeguard

We truly believe that we have the life insurance industry's most robust and unique sales and marketing system - Legacy Safeguard. With Legacy Safeguard, you can help your clients leave a lasting legacy and be remembered long after they're gone with a free membership in Legacy Safeguard.

Legacy Safeguard provides members with legacy planning and end-of-life planning assistance, support and guidance. Members receive the following benefits when they enroll into Legacy Safeguard:

  • Legacy Planning Services
  • End-of-Life Planning, Guidance & Assistance
  • Support for Survivors
  • Estate Planning Support
  • Celebrating Life Events

Legacy Safeguard offers value to everyone. Clients receive comprehensive legacy planning and end-of-life planning service to help them leave a lasting legacy and be remembered long after they're gone. Agents and agencies get access to the turn-key sales and marketing system that is proven to increase sales, persistency and face amounts. Legacy Safeguard is a marketing system you can use today without re-inventing the wheel. Legacy Safeguard provides members with legacy planning and end of life planning guidance, assistance, and support while adding an additional service you can have in the home.

Watch the following client video to learn more about Legacy Safeguard!


Generating leads is an invaluable part of the business world across any industry. Lead programs provide benefit for both you and your potential clients by allowing you to address and concentrate on those who are specifically in need of your particular solution or product. As an advisor, you are able to find those prospects where you can meet their insurance needs while increasing revenue for your business.

Premier Planning® has developed multiple lead solutions that can fit your business. Our National Marketing Directors will work with you to generate a lead game plan that is tailored to fit your sales style, which helps achieve the most success by narrowing down leads through multiple variables to reach the target market that best suits you and the solution you offer.

Our lead programs are designed to help you meet your sales objectives and maximize your productivity through discounted company-supported and sponsored direct mail lead programs as well as pre-approach letters going back to your current clients!

Referral System

We have completely reinvented the referral process to enable you to “earn” referrals when you use our referral agent training. With Legacy Safeguard, we have changed the paradigm of asking for referrals. If you spend ten minutes talking to our Final Expense National Marketing Directors, you will be able to immediately use our referral sponsorship system.

How many referrals are you currently getting per week? Three? Five? Whatever your number, be prepared to blow that number out of the water. We recently had an agent get 37 referrals in ONE week, then he went on to make 26 sales.

Referrals, like leads, are a numbers game, and you can use the compound effect and turn your new referral stream into a large income stream with Legacy Safeguard and Premier Planning®.


Results from the use of this system may not be representative of the experience of all financial professionals and is no guarantee of future success. Your results may vary.