Irrevocable Funeral Trust and Pre-Need Together?

How do we make the Irrevocable Funeral Trust and Pre-Need work together? Funeral homes love doing Pre-Need, it locks their customers into their funeral home and insuring that they will continue to have business. While a Pre-Need policy is helpful to clients, Funeral Homes today can only guarantee so much with some Funeral Homes not guaranteeing any of their products …

Salespeople Or Problem Solvers?

Agents and advisors: Salespeople or problem solvers? The Lead MAR 03, 2017 | BY TOM FREESE Insurance and finance sales teams tend to invest a tremendous amount of thought and energy in trying to figure out how best to position their solutions within their respective markets. That makes sense. After all, the more solutions that agents and advisors can provide, …

DelcoUSA Is Now Offering Annuities!!!

DelcoUSA is now offering our agents annuities through Oxford Life Insurance company. With great rates on Fixed Index Annuites and a Multi-Select you wouldn’t want to offer anything else. For more information or for contracting please give our home office a call at 877-336-7782

Pros and Cons to the Funeral Trust…

Here is a great article to show your clients on the pros and cons of the Irrevocable Funeral Trust. Many clients like to see what their options are, whether they are good or bad, they want to know all the information. Click on the link below to read this article that might help you win over a client with the …

The Funeral Trust Book!!!

Mike O’Dell has written the book on Funeral Trusts. Get your copy today to hand to your clients and show them why Funeral Trusts are so important. Only $10 per copy. Call our office for more information at 877-336-778

Baby Boomers And The Funeral Trust

The Baby Boomer generation is now becoming our senior generation. Over 12,000 baby boomers are aging into the senior market every day and because of this financial planning is exploding. One avenue to help these hard-working Americans is by setting up an Irrevocable Funeral Trust. By doing this for your client you will help protect some of their hard-earned assets …

Why Do We Need To Pre-Plan For Our Funeral?

Why is pre-planning for your funeral so important? When someone passes away, whether it is imminent or completely unexpected, it can be devastating to friends and family. The shock of knowing that there loved one will no longer be here on earth with them, to the thoughts of all the funeral arrangements and how are they going to be paid, …

Merry Christmas and Happy New Year

DelcoUSA would like to wish you all a Merry Christmas and a Happy New Year. Our office will be closed Friday December 23rd, Monday December 26th, Friday December 30th, and Monday January 2nd . 

Why do we skip the Funeral Trust?

Keith’s Insight Why are we as insurance agents missing the boat on the Funeral Trust? Something that is so simple and easy for clients gets over looked time and time again. We all sell traditional life insurance and annuities because that’s what our clients need. But one of the only guarantees in life is that at some point we are …

Do You Have Questions?

Live Question and Answer Webinar   Are you New to the Funeral Trust? Are you stuck on how to sell the Funeral Trust? Do you have questions you need answered? If you are join DelcoUSA as we continue our webinar training series Thursday December 8th, as we host a live question and answer webinar to help you the agent boost …

Happy Thanksgiving

DelcoUSA would like to wish everyone a very Happy Thanksgiving. We hope that you are able to spend time with famlies and enjoy your time. Our offices will be closed Thursday November 24th and Friday November 25th.

Are you stuck?

Writing Your First Funeral Trust If you are new to the funeral trust writing that first one can be daunting. It also can be very intimidating, nerve racking, or just plain difficult. The Funeral Trust is such a simple product, and necessary, that many times we can over complicate it and ruin the sale. Following these 3 simple steps should …

Funeral Trust vs. Final Expense Insurance vs. Pre-Funding

There is a lot of talk around today on whether you should purchase final expense insurance, pre-fund your funeral at a funeral home, or even purchase an irrevocable funeral trust. With all these different types of insurance out there today that it can be confusing to choose which route to go, especially when it comes to funding your funeral. Most …

Great 2016 National Funeral Trust Conference

DelcoUSA hosted there 9th annual National Funeral Trust Conference this past week with huge success. We would like to thank all the wonderful speakers and all of those agents that were able to attend. With 2 days of learning about Medicaid Annuities, VA Aid and Attendance, Marketing and a very inspirational speech from Jim Morris we hope you all had …

DelcoUSA Webinar Training Series

Join DelcoUSA this week on Thursday September 15th at 1:00 p.m. (Central) for our webinar training series. If you are struggling or trying to figure out how to sell the funeral trust, this is a must attend webinar. Learn from the Funeral Trust Guru himself and boost your business today. To join please click on the the link below: Click …

VA Planning and The Estate Trust

Have you wondered how to use the Estate Trust with your VA Planning? Join DelcoUSA this Thursday, August 11th at 1:00 p.m. (Central) as we dive into using the Estate Trust. To register please click the link below: Click Here To Register

Why Do We Over Think The Funeral Trust?

Why do we over think the Funeral Trust? For most Life Insurance Agents we tend to over think a product and want to make sure that it is the best option for our client. What growth rate is on the product? How can my client make money from this? The Funeral Trust is so simple, and such an easy sale, …

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Larry Weiss Announced As Keynote Speaker

The National Funeral Trust Conference is going to be held on September 22nd and 23rd, 2016. DelcoUSA has just announce Larry Weiss as a keynote speaker for this year’s conference. Larry has been the top Funeral Trust Agent over the last 4 years. The National Funeral Trust Sales Conference is already 75% full.  We still have room for Insurance agents or …

Considering The Medicaid Complaint SPIA? Get The Fact First!

Special Webinar on Medicaid Planning  with Elder Law Attorney Karl Dovnik, jr. Considering the Medicaid Compliant SPIA?  Get the Facts First! Karl Dovnik, Jr. Elder Law Attorney Thursday – June 30th, 2016 at 1PM – Special Webinar on Medicaid Compliant Annuities and Understanding the potential Liability in marketing them Click Below Register to attend this Special Webinar June 30th, 2016 …

Funeral Trust Sales Are Up!!!

Funeral Trust Sales Are Up 27% from last Year! Financial Professionals, Estate Planning Attorneys, and Insurance Agents are using the Funeral Trust in their planning. It’s a natural Add-On Sale! Only 45 Seats left the National Funeral Trust Sales Conference – September 22 and 23rd www.nationalfuneraltrustconference.com The National Funeral Trust Conference is September 22nd, and 23rd, 2016 There are only …

National Funeral Trust Sales Conference

DelcoUSA is proud to announce Jim Morris from the movie “The Rookie” will be the keynote speaker at this years National Funeral Trust Conference. The Cinderella story of Jim Morris serves as testimony to the power of dreams and their ability to inspire and transform human life. Jim Morris’s meteoric rise from 35 year-old high school teacher to flame-throwing major …

Attend National Conference Free!!!

Would you like to attend this years National Funeral Trust Conference for free? DelcoUSA announce the Estate Trust Contest with NGL. If you write $100,000 in premium from now until July 1st, DelcoUSA will pay for your conference registration as well you give you a $100 in gas cards. All policies must be issued by July 1st to be eligible. …

Mike O’Dell Makes Announcement This Thursday!!!

Michael O’Dell makes major announcement on Thursday’s Webinar… Must Attend! Michael K. O’Dell makes major announcement on the National Funeral Trust Conference.  NEW CONTEST… Here about it on Thursday’s Webinar…Learn how you can get an all expenses paid for the conference by writing NGL Estate Trusts.  Exciting News!     NGL Estate Trusts… Medicaid Planning should include the NGL Estate …

Dale Krause To Speak On Medicaid Academy

For over 20 years, on a national level, Dale M. Krause, J.D., LL.M., has provided VA and Medicaid compliant insurance products to elder law attorneys, and their clients. Mr. Krause has built a practice that supports elder law attorneys and their clients with insurance products that may reduce or possibly eliminate the monthly costs associated with an assisted living or …

Writing Your First Funeral Trust

Writing Your First Funeral Trust If you are new to the funeral trust writing that first one can be daunting. It also can be very intimidating, nerve racking, or just plain difficult. The Funeral Trust is such a simple product, and necessary, that many times we can over complicate it and ruin the sale. Following these 3 simple steps should …

Kevin Wedmore To Speak At National Funeral Trust Conference

Kevin is the founder and president of A2Z Annuity Marketing and is a 40 year veteran of the financial services industry. His experience includes that of an independent agent as well as stints at two of the largest insurance carriers in the country, serving at executive levels in both.  His unique perspective of the industry is derived from serving at …

2016 National Funeral Trust Conference

DelcoUSA will be holding the National Funeral Trust Sales Conference this coming September on the 22nd and 23rd. For more information and how to register now please go to our website: Click Here: National Funeral Trust Conference

Funeral Trust Vs. Final Expense

Why an irrevocable funeral trust is better than final expense insurance? There are so many types of insurance out there today that it can be confusing for people to choose what to get, especially when it comes to funding your funeral. When deciding whether Final Expense Insurance or an Irrevocable Funeral Trust is better for you there are a couple …

Still Number 1

Why is DelcoUSA still the #1 marketer of the Funeral Trust? In 2008 Michael O’Dell sold his long time Financial Planning office to start DelcoUSA. His vision to let people know about the funeral trust and how it helps propelled him into the top marketer spot. How has DelcoUSA stayed there? 1. The first and most important reason is that …

Start The New Year Right

Start 2016 off with a Bang!!! Here from the Funeral Trust Guru himself as he talks about his marketing strategies for 2016. On Thursday January 7th Mike O’Dell will share how to get you off and running for 2016. To register for this webinar click on the link below. https://attendee.gotowebinar.com/register/3115431384624891138

Funeral fakeout

Funeral fakeout: Millions stolen in funeral Ponzi scheme “for his own personal gain” Please read this article to show the reasons why an Irrevocable Funeral Trust is necessary to protect your clients funds. To many people these days try and take advantage of those trying to protect their assets and make a hard time easier for their loved ones. Click on …

Irrevocable Funeral Trust vs. PreNeed?

  What is the difference between an Irrevocable Funeral Trust and doing Pre-Need at a funeral home? There are a lot of issues facing our seniors today. Where their hard earned assets are going to go when they pass? Are they going to have enough money to live on for the rest of their lives? How and who is going …

Agent Access

Agent Access for delcous.com   Here at DelcoUSA we strive to give our agents access to as much information and materials as possible. To ensure that we can continue to provide this for our agents we have created a member login page so that you the agent can access all the materials on our website. To register please click on …

Serving Seniors® SCREENED PROVIDER

DelcoUSA has teamed up with Serving Seniors® SCREENED PROVIDER to give our agents more ways to promote and market themselves. To learn more about Serving Seniors® SCREENED PROVIDER click on the link below:  Serving Seniors® Or visit our webpage at:  Serving Seniors® SCREENED PROVIDER

Website Upgrades

Website Upgrades We have upgraded our website to better serve all of you. Here at DelcoUSA we want to make things as easy as possible for the agents. We have now made all of our applications for Unity and NGL fillable PDFs. Watch your emails for an upcoming webinars on all the functions that are offered to you the agent.

National Care Planning Council And DelcoUSA

Funeral Trust Sales The Best Funeral Trust Marketing Tools in the Industry DelcoUSA is proud to announce an exclusive affiliation with National Care Planning Council to help our producers create more Funeral Trust Sales. Michael K. O’Dell, President of DelcoUSA, is excited about offering what he believes is the “Best Marketing Program in the Industry.” Membership and Internet Presence The …

Veterans and the Funeral Trust

Veterans and the Funeral Trust Funeral Trusts should be considered while doing Veterans planning. Most veterans are entitled to $300.00, a marker, and a flag for burial expenses. Since funeral expenses can exceed $10,000.00 in many states, the need for planning becomes important if the veteran is applying for Medicaid or VA benefits. The funeral trust is not subject to a five …

Michael O’Dell featured in Today’s Financial Times

Michael O’Dell The Country’s #1 Funeral Trust Marketer   It’s one of the two certainties in life, and it’s even more difficult to talk about than taxes. But helping older adults make arrangements to ensure their end-of-life wishes are fulfilled—and protected financially—is not only a critical service, it’s also potentially lucrative for the attorneys, financial planners, and insurance agents who …

Goods and Service Statements

Goods and Services To be in compliance with these States: Alabama, Arizona, Arkansas, Florida, Illinois, Iowa, Kansas, Minnesota, Nevada, New Hampshire, Tennessee, West Virginia you must have a Goods and Service Statement. A Goods and Service Statement is an outlined cost of the funeral expenses from a funeral home. These States today are requiring this form to verify the amount in the Funeral …

Baby Boomers

Size of the Boomer and Senior Markets: 77 million people were born between 1946 and 1964, which is defined as the baby boomer era (U.S. Census). The first baby boomer turned 65 on January 1, 2011. An American turns 50 every 7 seconds—that’s more than 12,500 people every day (U.S. Census). The  senior age group is now, for the first …