© 2012 Legacy Safeguard, LLC. All rights reserved.

Preserve your legacy for future generations Who were your Great- Grandparents? Most great-grandchildren do not know anything about their great-grandparents. Preserve your legacy with our Legacy Safeguard Planning Guide! © 2012 Legacy Safeguard, LLC. All rights reserved.

Because…Your legacy does matter. Legacy Safeguard Planning Guide Records your: Family Values Personal Information Historical Insights Financial Accounts Personal Wishes © 2012 Legacy Safeguard, LLC. All rights reserved.

Legacy Safeguard Planning Guide Personal Information Very important information that only you know. Your family could have a difficult time finding these details … maybe never finding them unless you record them! © 2012 Legacy Safeguard, LLC. All rights reserved.

Historical Information You worked hard your entire life to leave a legacy. Records the following information: Occupation Years Employed Memberships Organizations Religious Affiliations Legacy Safeguard Planning Guide © 2012 Legacy Safeguard, LLC. All rights reserved.

Family Legacy Records Advice you want to leave your family Your important values What you want to be remembered for We can all think of the loved ones that we would give anything to just ask them a few more questions. Legacy Safeguard Planning Guide © 2012 Legacy Safeguard, LLC. All rights reserved.

Financial Information You may know where important documents are and what value they have. But, all too often your family does not know enough when it matters most. Legacy Safeguard Planning Guide © 2012 Legacy Safeguard, LLC. All rights reserved.

Personal Wishes “ What would they have wanted? ” Allows you to briefly record and guide your family through a difficult time in their life to reduce stress and conflict. Legacy Safeguard Planning Guide © 2012 Legacy Safeguard, LLC. All rights reserved.

To Lessen the Burden For Your Loved Ones Personal Wishes If you died today, how would your family pay for your funeral? © 2012 Legacy Safeguard, LLC. All rights reserved.

According to American Association of Retired Persons (AARP) “ Funeral and final expenses can easily exceed $10,000. ” So, when the inevitable day comes, there needs to be a plan so you that don’t leave a burden for your loved ones. Plan now to protect your family! © 2012 Legacy Safeguard, LLC. All rights reserved.

Americans want to Pre-Fund, but how? 1 1 Source: American Funeral Director, January 2005 However, your options to pre-fund have been limited. of Americans believe that pre-funding their funeral is a good idea. 1 © 2012 Legacy Safeguard, LLC. All rights reserved.

The Legacy Safeguard was created to assist your family through one of the toughest times in their life. You can be enrolled into Legacy Safeguard which entitles your family to end of life planning, support, and guidance. © 2012 Legacy Safeguard, LLC. All rights reserved.

Legacy Safeguard Welcome Kit © 2012 Legacy Safeguard, LLC. All rights reserved.

Legacy Planning Guide Software Members receive our one-of-a-kind Legacy Planning Guide TM Software Which allows members to record their personal information and store copies of their important documents to help their family locate them in an emergency. Sections allow members to record their: Family Values Personal Information Valued Possessions Online Account Information Pet Care Instructions Historical Insights Financial Accounts Final Wishes © 2012 Legacy Safeguard, LLC. All rights reserved.

In the digital age we live in, it is so important to have a digital imprint. Part of leaving a legacy is staying in touch with family and friends online so we have created the My Legacy Safeguard Personal Member Webpage. What will you family remember about you? With the My Legacy Safeguard Personal Member Webpage, you will be able to celebrate your legacy while inspiring loved ones to do the same. Grandmothers can pass down their favorite recipes to grandchildren. Fathers can share their favorite fishing stories with their sons and daughters. It's and opportunity to show your family history, who you are and what is important to you. My Legacy Safeguard © 2012 Legacy Safeguard, LLC. All rights reserved.

My Legacy Safeguard Celebrate your legacy with My Legacy Safeguard  Connect with Family and Friends  Link with Facebook, Twitter, YouTube, and other Social Networking Sites  Share your photos and videos  Design your own legacy webpage  Create a Blog for favorite stories  And, much more! © 2012 Legacy Safeguard, LLC. All rights reserved.

Records the Vital Statistics that are required to complete the Death Certificate. Outlines a member’s wishes for their memorial service. Created in carbon copy format. One copy is returned to Legacy Safeguard to be securely archived until the time of need. The other copy is for your records. Legacy Planning Archive Membership Benefits © 2012 Legacy Safeguard, LLC. All rights reserved.

End of Life Planning, Guidance, & Assistance Legacy Safeguard Advisor — At the time of need, our advisors are on call to guide the member’s family through the entire end of life planning process to help them make the most informed decisions about funeral related issues. Funeral Home Locator — Assists the family in locating several funeral homes and cemeteries in their area. Our advisors can contact the funeral homes to evaluate the service options. End of Life Planning — Our advisors can help your family create a dignified memorial service that celebrates your life. Legacy Safeguard will also help your family make informed decisions about how to use the funds that you have set aside to pay for your final arrangements. © 2012 Legacy Safeguard, LLC. All rights reserved. Membership Benefits

End of Life Planning, Guidance, & Assistance On average, Legacy Safeguard saves each family over $2,200 on a traditional funeral service! Actual results may vary. © 2012 Legacy Safeguard, LLC. All rights reserved. Membership Benefits

Bereavement Travel Assistance — Our advisors can inform the family about bereavement travel options and discounts available to them. On average we help save over $620 per flight! Personalized Assistance — Our advisors can assist the survivors in a wide range of services that include: Filing death claims with insurance companies Making reservations at a local restaurant Assisting the family with car rentals and other transportation needs Setting up reservations and negotiating discounts with hotels Coordinating security for the family’s home during the memorial service Helping the family with other special requests Grief Counseling Support — We can also recommend grief counseling programs to help the family through the loss of a loved one. Support for Survivors © 2012 Legacy Safeguard, LLC. All rights reserved.

Final Expense & Legacy Safeguard Peace of mind for you today, Peace of mind for your loved ones tomorrow, with Guidance and Support for your family in the future. © 2012 Legacy Safeguard, LLC. All rights reserved.

The Knowledge & The Solution Doesn’t it make sense to take advantage of all the things we’ve discussed today? Now that you have… © 2012 Legacy Safeguard, LLC. All rights reserved.

Protecting your family. Protecting your legacy. © 2012 Legacy Safeguard, LLC. All rights reserved.