
Insuring the Inevitable: Why You Need to Discuss Funeral Expense Trusts with Your Clients
One of your goals as an insurance agent is to advise your clients on the risks they face and how insurance can help mitigate the financial impact of those risks. Well, when it comes to funeral planning—it's not a risk, it's an inevitability. That's where a funeral expense trust can help.
This whole life insurance policy protects funds for end-of-life expenses and provides peace of mind to your clients and their families. It's a simple, guaranteed-issue policy, making it the perfect solution for nearly any client.
Hear from Damon Wenig, MBA, CFSP, as he dives into:
- The benefits of adding the funeral planning discussion to your business
- How the funeral expense trust works in practice
- How it could help your clients in a crisis Medicaid scenario
Plus, with his background as a funeral director, Damon provides agents with a unique perspective as to why they are in the best position to explore this topic with their clients.
Watch the session now!
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