LawAssure Unlocked: The Ultimate Door-Opener for Life and Annuity Business

If you’ve been following our first Coffee with Closers series of 2026, you’ve seen the massive opportunity that comes from helping clients organize their legacy.

The reality? Every client—regardless of their bank account balance—needs a personal estate plan. Through Foresters, you have a streamlined process to help your clients create these essential documents at no cost to them. This isn't just a "nice-to-have" service; it’s a proven way to uncover more Life and Annuity business.

This week, we’re doing a deep dive into:

  • The Blueprint: A step-by-step walkthrough on building these documents.
  • The Result: A look at the final product, including a completed Asset Inventory Checklist.
  • The Payoff: How mastering this process leads to more closed cases.