Perfect your presentation
Start the conversation about preplanning
Talking to families about the benefits of preplanning should become second nature. Build your confidence and skills with tools that provide compelling content while allowing you to set the framework for your presentation
Marketing materials
Download a sample below and place an order using your preneed account.
A simple, five-page sales presentation that explains the importance of planning and funding a funeral in advance.
Cremation consumer panel presentation - PRE1015
Explain the importance of planning and funding a funeral in advance when cremation is the preferred disposition.
Planning guide (fillable) - PRE3010
A comprehensive personal record for documenting important information and final wishes; a nice “premium” item.
Payoff option provision sheet - PRE1066
Explains how the payoff option works and is calculated.
Payment options sheet - PRE1075
Explains the different payment methods available for your families.
Calculate the total cost of life insurance coverage for a multiple-premium payment plan.
Ways to pay for your funeral - PRE8303
Share this worksheet with families to discuss different ways to pay for their memorial.