Funeral Insurance Products Agents Need to Know About

As an agent, you help clients protect their assets for retirement and financial planning. However, funeral costs are often overlooked, leaving families scrambling to make financial decisions while dealing with the emotional toll of loss.

In this webinar, Madolyn Reynolds, CLTC, will explore essential insurance products that allow clients to set aside funds for their funerals. We’ll cover:

• How final expense insurance, funeral expense trusts, and preneed insurance work, and which solutions may be best suited for different client situations
• Accessing funds after death and which services these products cover
• How these products are treated in relation to Medicaid eligibility and long-term care planning

By understanding these different products, you can provide more comprehensive guidance to your clients, ensuring they have a plan in place that alleviates financial stress on their loved ones.

Plus, agents can hear about a sales incentive program for the funeral expense trust product. It's a win-win for you and your clients!