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Sell more life insurance with a unique angle

Provide estate planning to broaden appeal to more consumers, capture qualified leads, grow market share, and amplify CX.

Acquire customers. Retain customers. Cross-sell products.

LifeLegacy Co-branded Will

Life insurance and estate planning are like peanut butter and jelly

Life insurance and estate planning are two of the largest components of an individual’s financial plan. 

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Acquire new customers

Attract new customers through combining life insurance and estate planning. Nearly 70% of Americans do not have an estate plan despite 2 out of 3 Americans believing an estate plan is important. Acquire new customers through the added value of estate planning. 

Enhance lead generation and cross-selling

Equip your agents with estate planning tools to enable efficient lead generation, cross-selling, and upselling through estate planning. 

Lead Generation Example
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Retain customers and improve satisfaction

Add value and strengthen relationships with current customers by offering comprehensive and scalable estate planning tools to your product offering. 

Analytics & Lead Dashboard

Track analytics and find leads with our comprehensive dashboard. Prompt prospects with custom questions in your customized Will to qualify leads for life insurance or other financial products. 

Mobile & Desktop

All of our products are all fully online and optimized for mobile and desktop.

Customized

Co-branded and customized Last Will & Testament to maintain brand, trust, and a cohesive customer experience.

Secure

All personally identifiable data stored in our databases is encrypted using AES-256 encryption and any files uploaded to LifeLegacy servers are encrypted using AES-256 encryption.

Available in all 50 states

Legally vetted and available in all 50 states.

Suite of Products

LifeLegacy’s estate planning suite of products includes:

  • Last Will & Testament
  • Financial Power of Attorney
  • Advance Healthcare Directive
  • Analytics Dashboard

Why Choose Us

Customized & Co-branded

All products are customized and co-branded to your company's branding.

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Embed our products seamlessly in your UX.

Analytics dashboard

Our analytics dashboard provides critical metrics and insights into your customers.

100% online

All of our products are entirely online and mobile-friendly.

Legally vetted

All of our estate planning documents are legally vetted for all 50 states.

Schedule a demo:

Please fill out the form and we’ll reach out to you to schedule a demo.

Coming Soon!

Be the first to get notified when we go live with our will product.

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