Financial Aspects of Advance Funeral Planning
This course is designed to give the funeral
professional all the tools he/she needs to work effectively and with integrity
as he/she assists families with all the variable financial aspects of advance
funeral planning. Course content includes:
-
How to objectively review all
client assets
-
How to effectively help your
client evaluate all of his funeral funding options, including using his/her
current investments and/or life insurance
-
How to discover the financial
information you need to know in order to make sound, long term
recommendations to your customer
-
How to best utilize payment
options and other features of your funding product to meet the unique needs
of your client
When
the training is complete the student will be adequately equipped to be able to
confidently and successfully handle any financial obstacle they may encounter
from a consumer.
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