Aftercare/Post Funeral Follow-up

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Presentation transcript:

Aftercare/Post Funeral Follow-up

Aftercare/Post Funeral Follow-up types of follow-up may be viewed as growth opportunity may be viewed as logical extension of the basic services of the funeral home

Preneed (Preplanning/Advance Funeral Planning) Types: prefunded and preplanned Reasons Types of Contracts: Irrevocable Revocable Guaranteed Non-guaranteed

Preneed Arrangement Conference location presentation and discussion of service and merchandise choices explain state and federal regulations comply with FTC Funeral Rule alteration to prefunded contracts wishes of deceased vs. wishes of the funeral planner

Types of Funding Trust Accounts Insurance Savings/Passbook Accounts