The Outlook Group & Physicians Mutual Introduce Advanced Funding Solutions

The Outlook Group, Inc., one of the nation’s largest pre-need marketing organizations, and Physicians Mutual®, a premier provider of health, life and retirement products, recently announced Advanced Funding Solutions™, a new pre-need program created to meet the growing needs of funeral home owners and their families. A collaboration between the two companies, Advanced Funding Solutions will deliver sustainable pre-funding options to proactive and progressive funeral homes across the country.

“After listening to our funeral home customers over the years, we saw an opportunity to create something new and different based directly on their feedback,” said The Outlook Group President and CEO Tyler Anderson. “We are well positioned to exceed the evolving needs of funeral home owners and Advanced Funeral Planners for years to come.”

“Advanced Funding Solutions brings together two companies with shared beliefs and a combined vision for the future,” said Tim Reed, Vice President — Pre-Need Operations at Physicians Mutual. “The Outlook Group’s extensive experience and proven commitment to the funeral profession allowed us to collaboratively develop this tailored pre-need program for funeral home owners.”

According to Reed, “We spent a lot of time listening to funeral home owners. We learned they want simple products that earn growth every day the policy is in force, and treat their
families right. That’s why we offer daily growth crediting and simple early payoff options that never charge a fee and provide discounts on remaining premiums to families.”
As a mutual company, Physicians Mutual takes the long-view approach. “Our 110-year history proves this,” added Reed. “That’s why when we enter a new market, we are there to stay. This is one of the most exciting opportunities we have embarked on.”

The Outlook Group continues to provide customized pre-need services as well as identifying innovative lead generation approaches for the future. Services include pre-need program development, marketing services, a pre-need business insights program, the Academy for Advanced Funeral Planners and the Web-based Outlook Relationship Management System (ORMS).

“As funeral home owners ourselves, we are excited to offer a different option to our current and prospective customers,” said Anderson. “We’re proud to associate ourselves with one of the most trusted insurance carriers in the nation.”

The Physicians Mutual family maintains one of the pre-need profession’s strongest capital
positions, with capital and surplus of $843 million. Headquartered in Omaha, Neb., the
Physicians Mutual family is comprised of Physicians Mutual Insurance Company and Physicians Life Insurance Company. Founded in 1902, and with total combined assets reaching almost $3 billion, the Physicians Mutual family continues to earn the highest financial strength ratings in the nation from independent industry analysts, including A.M. Best Company (A Excellent) and Weiss Ratings (Physicians Mutual A+ Excellent; Physicians Life A- Excellent).

The Outlook Group, based in Franklin, Ohio, has long leveraged their personal experience as funeral home owners to successfully provide a broad range of pre-need training and marketing services to funeral home owners. The company has recorded 27 years of improved pre-need sales and training performance in the industry, a record regarded as unmatched in the profession.

For more information on Advanced Funding Solutions or to become a partner, please visit
www.advancedfundingsolutions.com.

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