LEGACY OPTIMIZER

Help your clients get the most out of their legacy.

↓ Let's Start ↓

Help Your Clients Optimize Their Legacy

Legacy Optimizer is designed to provide guaranteed death benefit protection with a single premium1, as well as liquidity, growth features, and living benefits that baby boomers may need, all in one plain and simple product.
  • Simple product
  • Simple application process
  • Simplified underwriting
  • Immediate answer
It’s life insurance everyone can understand, and everything you need to start selling is right here.

Your Quick Start Guide to Legacy Optimizer

CONVERSATION

Show your clients this video about the simplicity of Legacy Optimizer.

 

QUOTE ENGINE

Give your clients an example of how a single premium can optimize their legacy.

 

NEXT STEPS

Use this section with your clients to help kickstart the application process.

 

AGENT RESOURCES

Here’s where you’ll find everything you may need to start selling Legacy Optimizer.

Why North American Company?

As one of the leading providers of life insurance in the United States, North American Company for Life and Health Insurance has fulfilled commitments to customers since 1886. With outstanding customer service, competitive products, and a foundation of financial strength, North American helps customers with the support they need during their most challenging times so they can focus on the things that matter most. You can have confidence in North American Company.