Why Funeral Expense Trusts
Solving the Access Problem
Funeral trust planning offers an effective solution to the most common final expense problem – access. Traditional industry methods can be complex and time-consuming, often leaving beneficiaries to pay out-of-pocket for funeral costs while they wait for lengthy claims processing.
Rather than grappling with added stress and financial burdens, beneficiaries should be free during this time to focus on their lost loved one.
Access Solutions:
- Funds are available within 24-48 hours
- No waiting for death certificate
- Straightforward, hassle-free process
Quick & Easy Set-Up
- Easy to fill out, 1-page, 5 minute application
- 100% acceptance rate with no underwriting
- An easy sale – Relevant and seamless positioning with existing or new clients
Lucrative Commissions
- Significant Commission Uplift: By integrating Funeral Expense Trusts into their business with existing clients alone, agents can realize an average increase of $50,000-$80,000 in commissions.
- Agents and advisors earn up to 15% commissions.
- Appealing trust premiums: Trust deposits for couples average $25,000.
- Expanded Asset Base: An opportunity to acquire outside assets beyond a current book of business.
Peace of Mind for Clients
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No financial burden to loved ones. Beneficiaries will be relieved of potential out-of-pocket funding of final expenses while waiting for claims to settle.
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Mitigate additional stress: Beneficiaries are spared the awkward process of requesting family reimbursements later.
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Nationwide acceptance in all 50 states.
