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
The National Funeral Trust Conference is September 22nd, and 23rd, 2016
There are only 45 Seats remaining for this conference.
Call Today to Reserve a spot at this conference.
$197 includes your hotel room, Banquet dinner and all other meals.
Funeral Trust Conference Website www.nationalfuneraltrustconference.com
Only 45 Seats Remaining for the National Sales Conference
Marketing to Your Existing Senior Clients…
Last week our office received a call from one of our new agents, he had sent out an annual review letter to all of his 231 clients. During the first 2 weeks of meeting with his existing clients on reviews, he wrote 9 funeral trusts with a total premium of $110,000.00.
His commission was over $12,545.00 doing reviews suggesting funeral trusts to his clients. As he shared with our office, it was easy because he already had a relationship with these clients. A True Success Story of what you can do marketing to your existing clients. Like he said, he still has over 79 clients yet to see… I am sure he will have many more trust sales by the time he is done doing annual reviews.
As an Elder Law Attorney…
I was doing a Medicaid Case where mom was going into the nursing home and we were trying to qualify her for Medicaid. The problem was that mom had over $80,000 left in
her checking account. She had to get down to $2000.00 to be Medicaid Eligible.
I shared with the family there were two
1.) Spend all the money on the nursing home
over the next twelve months until mom
is down to $2000.00 and then apply
for Medicaid. However, the 6 children
would have to pay for mom’s funeral
out of their pockets.
2.) Fund a funeral trust for mom before
applying for Medicaid with $12,000
and then do a funeral trust for each of the
6 children @ $ 11,000 to fund burial spaces
as permitted in most states. *check with us on states.
Once we complete this planning with “Goods & Service”
contract for each Child.
The mom will be down to $2000 and can apply
for Medicaid immediately. Mom was able to leave a
Legacy through funeral trust planning to her six
children and receive Medicaid benefits
Wow! what a great compensation and the best
part, I was able to help the client apply for
Get the Details today on the National Funeral Trust Conference, If you are in the Senior Market Place, You don’t want to miss the BEST SALES Conference of the Year!