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.
Provide estate planning to broaden appeal to more consumers, capture qualified leads, grow market share, and amplify CX.
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.
Equip your agents with estate planning tools to enable efficient lead generation, cross-selling, and upselling through estate planning.
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.
Add value and strengthen relationships with current customers by offering comprehensive and scalable estate planning tools to your product offering.
All of our products are all fully online and optimized for mobile and desktop.
White-labeled and customized Last Will & Testament to maintain brand, trust, and a cohesive customer experience.
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.
Legally vetted and available in all 50 states.
LifeLegacy’s estate planning suite of products includes:
All products are customized and white-labeled to your company's branding.
Embed our products seamlessly in your UX.
Our analytics dashboard provides critical metrics and insights into your customers.
All of our products are entirely online and mobile-friendly.
All of our estate planning documents are legally vetted for all 50 states.
Please fill out the form and we’ll reach out to you to schedule a demo.
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