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Legacy isn’t a policy, it’s the conversation most families avoid until it’s too late.
In this deeply human episode of The Modern Insurance Agent Podcast, David sits down with Jason Brown, founder of The Legacy Deck and host of When What If Happens, to explore how intentional conversations can reshape the way insurance agents protect and serve their clients.
After losing his wife just nine months after their son Ocean was born, Jason transformed unimaginable grief into a mission: helping families talk openly about life, loss, and legacy before crisis hits. Through emotional intelligence, practical guidance, and a powerful storytelling framework, Jason shows agents how to move beyond transactions and into truly life-changing conversations.
This episode isn’t just inspiring it delivers a proven blueprint for trust-based selling, deeper client relationships, and human-first service in an AI-dominated world.
If you want to level up your influence, elevate your process, and create clients for life, this is the conversation you need.
Hit play and discover the tool every agent should be using to spark connection and clarity with every family they meet.
⭐ WHAT YOU’LL LEARN (KEY TAKEAWAYS)
• Build trust through emotional storytelling
Why clients buy confidence, clarity, and connection not just coverage.
• Redefine what “legacy” really means
How to weave legacy-focused questions naturally into your client process.
• Navigate the emotional side of financial protection
Why families avoid tough conversations and how to guide them with compassion.
• Tools to instantly elevate your client experience
How The Legacy Deck creates deeper connection, alignment, and peace of mind.
• The new currency in the insurance industry
Why education, empathy, and human-first leadership will outperform every script, funnel, and sales tactic.
Connect with Jason Brown:
Legacy Deck Store: https://thelegacycarddeck.com/products/the-legacy-deck-4-pack-bundle
Website: https://thelegacycarddeck.com/
Podcast: https://www.youtube.com/@whenwhatifhappens
Instagram: https://www.instagram.com/jasondowntownbrown/

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