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What Does Good Look Like? How to Assess the Performance of Your Pre-need Program

By Kelly Kohut

For any funeral home with an active pre-need program, it’s important to set goals and assess progress toward those goals throughout the year. Often, when it comes to pre-need, many funeral homes rely on the measurements held dear to a chosen insurance carrier or pre-need marketer. In fact, what’s important to the funeral home will often vary compared to what an insurance carrier, trust representative or marketing company will use to assess progress.

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This article was published in the February-March 2015 issue of Southern Funeral Director magazine and is shared with its permission. Learn more at

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