Funding Skills for Advance Funeral Planning

COURSE DESCRIPTION
Today’s pre-need customer does not fit neatly into a mold. Some families have many options for funeral payment available to them. Many others are financially strapped now and will struggle to find dollars available when the time comes.

Regardless of the financial situation of the families you serve, in order to do your best for them, you must understand all the funding options available and be able to effectively assess financial assets. This two-day course will equip you to confidently and successfully handle any financial obstacle.

COURSE CONTENT

• Evaluate financial assets
• Utilize features of the funding product to benefit the consumer
• Work effectively with the endangered list
• Ask the right questions to uncover financial assets
• Avoid taking losses on insurance assignments

WHO WILL BENEFIT

This course builds on the skills learned in Advance Funeral Planning – The DEER Way, and is designed to help anyone who works with insurance-funded advance funeral planning to analyze the consumer’s needs and provide an ethical, customer-focused funding solution.

2013 TRAINING DATES

May 14-15
November 19-20

CLASS TIMES

1st Day: 8:00 am – 4:30 pm
2nd Day: 8:00 am – 2:00 pm

LOCATION

The Academy
121 East Second St
Franklin, OH 45005

COST

$695.00 – MasterCard & Visa accepted. Includes: tuition, materials, lunch daily