Protecting Your Family. Protecting Your Legacy.

812-273-1187

As you can see, a NGL Funeral Trust provides your familywith the most protection of any of the advanced funeral funding options.

Annuity

TraditionalLife Insurance

NGLFuneral Trusts

Protected

from Income

Taxes

Benefits paid

directly to any

Funeral Home

Protected

from

Probate

Protected

from Lawsuits

& Creditors

Protected

from Medicaid

Spend Down

FREE

Legacy Safeguard

Membership

Savings

A packaged plan where a guaranteed issue National Guardian Life Insurance Company(NGL) insurance policy, with growth, is assigned to a NGL Funeral Trust. This plan is specifically designed to help pay for final expenses, andrelieve this burden from your family.

• Peace of mind for you and your family• Guaranteed issue – Up to the age of 99• Growth for inflation protection• Income Tax Free death benefits• Claims are paid next business day – Without a death certificate• Portable to any funeral home in the country• Helps protect funds from all creditors, nursing homes, probate, estate taxes and Medicaid

Benefits of aNGL Funeral Trust

1 Preplanning Your Funeral Arrangements - www.aarp.org2 Over 98% of claims are paid next business day when all necessary claim documentation is received. NGL reserves the right to request a Death Certificate. Some states may vary. Complimentary five year membership in Legacy Safeguard requires a completed Legacy Safeguard Enrollment Form that outlines terms and conditions. We recommend consulting with an elder law attorney to see if this product will work with your specific needs.

How will your family pay for your funeral?

Introducing the NGL Funeral Trust

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Preparing for the InevitableComprehensive planning includes preparing forthe inevitable. According to the American Association of Retired Persons (AARP) website, funeral and final expenses can easily exceed $10,000. So, when the inevitable day comes,how will your family pay for your funeral?

1

How a NGL Funeral Trustcompares to other methods of Advanced Funeral Funding

Pre-funding your final expenses is extremely important, but it is alsonecessary to record your final wishes, to lessen the burden on your familyin one of their most difficult times. With this in mind, Legacy Safeguardwas created to assist your family and to help protect your legacy.

With membership in Legacy Safeguard, you and your survivors can receive end of life planning, support and guidance. Legacy Safeguard also provides the following benefits.

Legacy Planning ArchiveThe Legacy Planning Archive outlines the important information that will be needed to complete the Death Certificate and helps you record your final wishes to reduce stress and confusion among your family during a difficult time.Can be returned to Legacy Safeguard and securely stored in our archives until the time of need.

Legacy Safeguard Planning PortfolioYou will receive our complete Legacy Safeguard Planning Portfolio to help you share with your loved ones the historical information about your life, the lessons you’ve learned, and the family values you hope they keep.

Support for SurvivorsBereavement Travel Assistance — Our advisors can inform your family about bereavement travel options and discounts available to them.Grief Counseling Support — We can also recommend grief counseling programs to help your family through the loss of a loved one.

End of Life Planning, Guidance & AssistanceLegacy Safeguard Advisors — At the time of need, Legacy Safeguard advisors are on call to guide your family through the entire planning process. This will help your family evaluate all of the options that are available to them. Funeral Home Locator — Legacy Safeguard can assist your family in locating several funeral homes and cemeteries in your area. 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 youhave set aside to pay for your final arrangements.

Lessen the burden for your loved ones by planning for the inevitable

L E G A C Y S A F E G U A R DMembership Benefits

Pre-funding your final expenses is extremely important, but it is also necessary to record your final wishes, to lessen the burden for your family in one of their most difficult times. With this in mind, Legacy Safeguard was created to assist your family and to help protect your legacy.

By funding and protecting your final expenses through the NGL Funeral Trust, you will automatically receive membership in Legacy Safeguard, which entitles you and yoursurvivors to funeral planning support and guidance free of charge. At the time of need,your family may call Legacy Safeguard to receive the following support and benefits.

Legacy Safeguard Planning GuideOur complete Legacy Safeguard Planning Guide will help you share with your loved ones the historical information about your life, the lessons you’ve learned and thefamily values you hope they keep after you’re no longer with them.The Legacy Safeguard Planning Guide is a valuable planning tool that allows you to compile copies of all of your important documents in this comprehensive portfolio.We recommend that you take the time to place copies of your important documentsin the Legacy Safeguard Planning Guide to help your family easily locate these itemsin the event of an emergency.

Legacy Planning ArchiveThe Legacy Planning Archive outlines the important information that will be needed to complete the Death Certificate and helps you record your final wishes to reduce stress and conflict among your family during a difficult time.Legacy Safeguard can securely store your Legacy Planning Archive until it is neededby your family.

End of life Planning, Guidance & AssistanceLegacy Safeguard Advisor — At the time of need, our advisors are on call to guide your family through the entire funeral planning process to help them make the most informed decisions about funeral related issues. We can also send a copy of your Memorial Archive to your family so they will have access to your important information,guidance, and wishes.Funeral Home Locator — Assists your family in locating several funeral homes and cemeteries in their area. Our advisors can contact the funeral homes to evaluate the available service options. Funeral Price Negotiation — Our advisors can help your family create a dignified memorial service, yet help them avoid overspending in the midst of grief bynegotiating the price with the funeral homes selected by your family.

Support for SurvivorsBereavement Travel Assistance — Our advisors can inform your immediate family about bereavement travel discounts available to them.Grief Counseling Support — We can also recommend grief counseling programs to help your family through the loss of a loved one.

L E G A C Y S A F E G U A R DMembership Benefits

Full Name ____________________________________________

Date of Birth ____ /____ /______ Sex: Male Female

Birthplace ____________________________________________

Marital Status __________________________________________

Name of Spouse _______________________________________

Date of Marriage ____ /____ /______

Place of Marriage _______________________________________

Number of:

Children ___ Grandchildren ___ Great Grandchildren ____

Occupation (former, if retired): _______________ Years _____

Employer ______________________________________________________

Father’s Name __________________________________________________

Father’s Birthplace ______________________________________________

Mother’s Name _________________________________________________

Mother’s Birthplace ____________________________________________

Veteran: Yes No Branch __________________________________

Rank at Discharge _____________________________________

Service Number ________________________________________

Enlistment Date & Place ____________________________________________

Discharge Date & Place ____________________________________________

Location of Military Discharge Papers ________________________________

Organization Memberships (Fraternal & Other) ______________

______________________________________________________

______________________________________________________

_____________________________________________________

Church _______________________________________________

Additional Information __________________________________

______________________________________________________

____________________________________________________

______________________________________________________

Legacy Planning ArchiveLessen the burden for your loved ones.

Type of Ceremony: Traditional Burial Cremation

Cemetery Property: Yes No

Cemetery Name __________________________________________

Place of Service: Church Other ______________________

Viewing: Public Private None

Casket: Open During Service Closed During Service

Religious Preference (if any) ______________________________

Church Name (if applicable) ______________________________

Minister _____________________ Phone ___________________

Favorite Bible/Literary Passage(s) __________________________

_______________________________________________________

Music Selection ________________________________________

_____________________________________________________

Floral Request _________________________________________

Memorial Contributions _________________________________

Jewelry, etc: On Off Give to _____________________

Glasses: On Off Give to _____________________

Flag (if Veteran): Draped Folded

Present to ____________________________________________

Additional Requests ____________________________________

_____________________________________________________

Person To Be In Charge of Final Arrangements

Full Name _____________________________________________

Address ______________________________________________

City ________________________ State _____ Zip __________

Phone ______________________ Relationship ______________

Other Emergency Contact

Full Name _____________________________________________

Address ______________________________________________

City ________________________ State _____ Zip __________

Phone ______________________ Relationship ______________

White -- Return to Legacy Safeguard Yellow -- Member’s Copy

Wishes for Final ArrangementsVital Statistics

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_________________________________________Signed Dated

Dear Loved Ones, At some point in everyone’s life, we will all have to plan for the inevitable. At the time of my passing, I hope to be able to spare you from worry, stress, and expense inconnection with my memorial service.

Because of this, I have put together this Legacy Planning Guide to help you locate important information about my life and my wishes for my memorial service. The different sections of this planning guide should also help ease the burden you will face when trying to locate some of my important documents.

In addition, I have written down some of the life lessons that I have learned and some of the values that I hope you pass down, long after I’m gone to ensure that my Legacy continues throughout the generations.

Finally, I have outlined some of my wishes for mymemorial service. I hope these suggestions will assist you and spare you from the needless concern in knowing that my memorial service was planned according to my wishes.

I love you more than you will ever know, and I hope this information helps you through what I know will be adifficult time.

Love,

Dear Loved O

At some poinfor the inevitaable to spare connection w

Because of th

Legacy Planning ArchiveL th b d f l d

member

provided by

JOHN R. MEMBER

JOE ADVISOR(555) 303-1212

MEMBERSHIP CARD

As a member of Legacy Safeguard your family can call at the time of need for end of life planning, guidance, and assistance.

sincemember # NPL1234345 11/06

LEGACY SAFEGUARD name, design and related marks are trademarks and property of Legacy Safeguard, LLC © 2009 Legacy Safeguard, LLC. All rights reserved.LS030_D0309

You’re prepared for the possible... Now prepare for the INEVITABLE with Legacy Safeguard.

Peace of Mindwith a NGL Funeral Trust

Insurance coverage provided by National Guardian Life Insurance Company. National Guardian Life Insurance Company is not affiliated with The Guardian Life Insurance Company of America, a/k/a The Guardian or Guardian Life.

Since 1910, National Guardian Life Insurance Company (NGL) has consistently been rated one of America's most successful independent mutual life insurance companies. While adhering to the highest standards of quality and integrity, they continually demonstrate a commitment to policy owners, their families and the communities in which they work and live. NGL’s well designed products paired with high quality service and dedication allow them to reaffirm their mission of providing financial peace of mind along with trust, value, and convenience.