Making the Jump: The Easy Switch from Final Expense to Mortgage Protection

"If you’ve mastered the one-call close in Final Expense, you already have the foundation needed to succeed in Mortgage Protection."

If you're already closing Final Expense sales, transitioning to Mortgage Protection is one of the easiest ways to grow your business without changing your sales approach. Both markets rely on a one-call close, simplified underwriting, and a strong emotional need—just with a slightly younger audience and larger policies. The opportunity to help more families while increasing your sales potential is right in front of you. Ready to make the jump? This guide breaks it all down for you.

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What's New at Legacy

NEW! Eagle Select Final Expense Product

We've made the best of what makes us an industry leader in the Final Expense market even better. Eagle Select is designed to give you the features to meet your client's needs:

100% Instant Decision eApplication – the same process you love, now more enhanced.
Intuitive Health Questions – tailored around each client's unique health profile, leading to more approvals and better-fit coverage.
Lower Premiums – your clients get even more value with competitive rates that fit their budget.

Product Highlights

3 tiers to automatically match a client's profile
Eagle Select 1 & 2 – level death benefit
Eagle Select 3 – 2-year graded death benefit
Issue ages 40 – 85
Face amounts up to $40,000
Quit Smoking Advantage
Optional Accidental Death Benefit Rider

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Unlock Your Potential: Dynamic Pathways to Success and Impact

Signature Term Express is one of the most straightforward, affordable ways to financially protect a family today, with the flexibility to convert to permanent protection in the future.

• Signature Term Express is designed for the mortgage protection market with simplified underwriting and a rapid issue application.

• The death benefit is level and guaranteed, and does not change for the life of the policy.

• ROP can provide a return of eligible premium upon surrender at the end of the policy’s period.*

• Unique policy provisions that can help further protect a client’s mortgage when they need it most.

• Policy riders allow you to customize for clients’ specific needs.

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Activities

February

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Black History Month

February

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Happy Valentine's Day: Just like in life, success in this business comes from building strong relationships—so on this Valentine’s Day, remember to invest in your clients, your growth, and the people who support you along the way.

February

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President’s Day As we observe Presidents Day, remember that great leaders—like great agents—are defined by their vision, persistence, and commitment to serving others. Keep leading the way!

February

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National Love Your Pet Day: remember that the same loyalty and care we show our pets can also shape our success—build trust, nurture relationships, and always be there when it matters." 🐾

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Legacy is your one-stop-shop for all your family and senior Life insurance needs. We have all of the top carriers and contracts in the industry to ensure you are providing the client with the best plans available.

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