Legacy Safeguard: Protect Your Assets and Loved Ones
Are your loved ones protected beyond just financial investments?
As a mortgage note investing company that prioritizes long-term security and smart planning, we’re always looking for ways to bring more value to our clients.
That’s why we proudly offer Legacy Safeguard, a comprehensive end-of-life planning service. It’s one of the most thoughtful benefits you can pass on to your family—and a powerful complement to your financial portfolio.
As mortgage note investors, we know that building generational wealth is about more than earning passive income—it’s about protecting it. But here’s a truth that many investors overlook: when a loved one passes away, even families who are “financially prepared” can face stress, confusion, and unplanned expenses. Legacy Safeguard steps in to fill that gap.
What is Legacy Safeguard?
Legacy Safeguard is a free service available through participating life insurance policies, including many final expense plans we help our clients access.
It’s designed to provide end-of-life planning assistance, legacy documentation tools, funeral cost support, and grief counseling services—all in one easy-to-access program.
Think of it like having a trusted concierge for your family when they need it most. From writing your obituary and organizing important documents to negotiating funeral expenses and coordinating services, Legacy Safeguard walks your loved ones through a difficult time with care, clarity, and confidence.
Why Should Mortgage Note Investors Care?
As a mortgage note investing company, we work closely with clients who are focused on asset protection, estate planning, and financial growth. But we’ve learned through experience that the best planning goes beyond returns and includes a compassionate plan for what happens when you’re gone.
Here’s how Legacy Safeguard complements your financial strategy:
Estate and Legacy Tools
With the legacy planning guide, you can record your wishes, values, and instructions so your heirs aren’t left guessing. This avoids conflicts and ensures your legacy reflects your life’s work.
Funeral Price Negotiation
Did you know funeral costs can vary by thousands of dollars, depending on where and how they’re arranged? Legacy Safeguard’s expert negotiators can help your family save significantly, which means more of your estate is preserved.
Final Expense Planning
Many note investors use life insurance policies to provide liquidity upon death. Legacy Safeguard enhances this by helping your family plan how that payout is used—from funeral planning to settling final expenses—so it goes further.
24/7 Family Support
Your heirs get access to live support, grief counseling resources, and personalized guidance so they never have to walk through the process alone.
Real Peace of Mind for Your Loved Ones
We often help our clients build strong portfolios with first-lien mortgage notes and cash-flowing assets. But just as important as building wealth is ensuring it transfers smoothly—and with compassion. That’s what makes Legacy Safeguard such a valuable benefit.
It’s not just a service. It’s a promise to your loved ones that they’ll be supported when you’re no longer here to guide them. And because it’s included with many of the life insurance policies we help set up, there’s no extra cost—just extra care.
How to Access Legacy Safeguard
As part of our financial services, we’ll help you choose an insurance policy or annuity that aligns with your investment goals and family needs. Once the policy is in place, you’re automatically eligible for Legacy Safeguard.
We’ll then walk you through how to use the program, from documenting your wishes to sharing access with trusted family members. It’s simple, confidential, and incredibly empowering.
A Holistic Approach to Asset Protection
Isn’t it time your financial legacy included the gift of guidance and peace of mind? Contact us and let’s talk about how Legacy Safeguard can be a key part of your note investing strategy—and the legacy you leave behind.
