Final Expense Sales Systems Available from Premier Planning®

Premier Planning® provides comprehensive insurance products and innovative sales and marketing systems for independent insurance agents, financial planners and elder law attorneys across the country. As a Premier Planning® agent, you will have access to revolutionary sales systems for lead generation, individual or group presentations and turn-key referral programs. Our national marketing directors and experienced support staff provide a high level of sales training, presentation support and back-room assistance to individual agents, as well as some of the foremost agencies across the United States.

We believe that you need a system to be successful and one that is repeatable time and time again. The following are paint-by-numbers sales and marketing systems we have created for the Senior Market:

Below is a breakdown of each sales system to help provide you with a better understanding of our expertise and exactly what you have at your fingertips. If you spend a little time learning to use these sales systems for the senior market, they can help grow your business.

Legacy Safeguard

"Set more appointments, make more presentations, and close more sales with Legacy Safeguard!"

At Premier Planning®, believe it is important to leave a legacy, and part of that legacy is to be remembered long after we are gone. With this in mind, we created Legacy Safeguard and are excited to provide it to our agents across the country when they work with only a small number of selective carriers.

In addition to providing great final expense coverage and more, you can also 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!


Premier Planning® values the relationship with our advisors, and we want to celebrate together and build on that relationship to continue our successes in the future, which is why we offer amazing rewards to show our appreciation. Our success is greatly attributed to you, and we want to provide rewards as a way of saying thank you.

We are very passionate about the solutions you offer, and we want to share that enthusiasm with you. We make incentives available in order to instill in you that same fervor that stimulates presentations and gives you the competitive advantage.

Check with our Final Expense National Marketing Directors for the current monthly or quarterly incentives, but also watch a short video to preview this year’s annual Premier Incentive contest!


We take training very seriously; because within the independent agent distribution channel, training is a variable where we stand above the competition. Fortunately and unfortunately, life insurance companies no longer focus on captive markets nor provide lots of training for agents. But this creates a market for companies like ours. It is our role to create distribution for insurance companies and provide the needed support and training.

The worst thing we could do would be to provide you with a product and cut you loose to make a sale without training. At Premier Planning® we don’t work that way. We believe that agents and advisors should have comprehensive training resources, sales systems and support.

We have made it easy to get trained – you can read, listen or even watch training videos 24 hours a day, 7 days a week by using our innovative training materials. A few examples include:

In addition to online training, we have industry leading National Marketing Directors who offer a hands-on approach to support you through every part of the sales process including supplies, contracting, new business, leads and marketing collateral.

Premier Planning® national training events feature live, in person, agent workshops and expos where you can get your hands on the latest resources and products. Weekly online webinars are held to train and equip agents. Make sure you view our Webinar Calendar (Link to the EVENTS) to register and attend our next webinar.


Premier Planning® offers Webinars for in-depth product details and agent training purposes. Webinars are an incredibly convenient, easy and efficient way to gather together numerous people in various regions across the globe for the same purpose. The amazing advancement of technology has bridged the gap between individuals so that they can meet wherever they are as long as there is an Internet connection.

Offering regular Webinar trainings promotes simplicity. We simplify your experiences by bringing our personal training right to your desk. Our trainings give you the opportunity to sharpen and perfect sales techniques and approaches. We also explain product information in detail to assist you in better understanding; which, in turn, leads to higher sales.