Advance Funeral Planning – The DEER Way

  • Discovery – Help the customer see the value of Funeral Service
  • Educate – Communicate the Benefit of your pre-need offering
  • Estimate – Plan a Service-focused funeral
  • Resolve – Find the right Financial Solution

Master DEER on your own. You can progress at your own pace. And, it is priced at half the cost of immersion training!
Order now

Course Description

Renew, refresh, and begin – The arrangement conference process that works with the customer you see today.

Today’s funeral consumer has a whole new set of concerns. He or she is often concerned with cost and tells you what they don’t want in the way of funeral service. The consumer does this because he or she understands and can talk to you about those two issues…but you know there is more.

You know funeral service will help survivors begin their journey through grief in a positive way. You need a process that helps you work with the people you see today and assist them in planning a funeral that will meet their family’s needs in the future. DEER is that process.

Course Content


  • Understand today’s consumer
  • Master DEER
  • Set appointments
  • Overcome hurdles
  • Control/manage your time
  • Anyone who would like to refresh their selling skills

Who will benefit

  • Anyone who would like to refresh their selling skills
  • Anyone who is new to Advance Funeral Planning
  • Funeral Directors who are changing focus from at-need to pre-need
  • Funeral Directors who are moving from a passive program to an active program
  • Anyone who is having difficulty working with the new generation of pre-need consumers

Training Options: Immersion or Self-study

Feature Immersion Training Program Self-Study Program
3.5 day training session on-site at The Outlook Group Corporate Headquarters

Practice your new skills with the guidance of an experienced coach

Benefit from peer-to-peer interaction

Free of distractions from home or work

Master DEER on your own  

Train at your convenience  

Progress at your own pace  

Travel not required  

Immersion Training Information

2017 Training Dates

  • January 16–19
  • March 6–9
  • April 3–6
  • May 22–25
  • June 26–29
  • August 7–10
  • September 18–21

Training Times

  • 8:00am – 4:30pm (Tuesday – Thursday)
  • 8:00am – noon (Friday)


Immersion Training Program | $2,365

    • Includes tuition, materials, and lunch daily. Register Now

Self Study Program | $1,236

    • Includes the manual, three (3) hours of on-line training support & eight Funding Skills for Advance Funeral Planners modules. Register Now