1. Directing the Funeral

2. Pre-Service/Visitation Organize FH/Place of Service Organize FH/Place of Service First/Private Viewing First/Private Viewing family’s entrance into the roomfamily’s entrance into the room Children’s First Visit Children’s First Visit

3. Public Visitation position of staff members position of staff members multiple viewings in one location multiple viewings in one location during the visitation during the visitation end of the visitation end of the visitation Scheduled Services Scheduled Services

4. The Funeral preparation evening/day before preparation evening/day before day of the funeral day of the funeral pallbearers/casketbearers pallbearers/casketbearers clergy/officiant clergy/officiant car list car list procedures to start procedures to start procedures to conclude procedures to conclude casket closing casket closing funeral procession funeral procession committal service committal service

5. Aftercare/Post Funeral Follow-up types of follow-up types of follow-up may be viewed as growth opportunity may be viewed as growth opportunity may be viewed as logical extension of the basic services of the funeral home may be viewed as logical extension of the basic services of the funeral home

6. Pre-need (Pre-planning/Advance Funeral Planning) Types: Pre-funded and Pre-planned Types: Pre-funded and Pre-planned Reasons Reasons Types of Contracts: Types of Contracts: IrrevocableIrrevocable RevocableRevocable GuaranteedGuaranteed Non-guaranteedNon-guaranteed

7. Pre-need Arrangement Conference location location presentation and discussion of service and merchandise choices presentation and discussion of service and merchandise choices explain state and federal regulations explain state and federal regulations comply with FTC Funeral Rule comply with FTC Funeral Rule Alteration to Pre-funded Contracts Alteration to Pre-funded Contracts Wishes of Deceased vs. Wishes of the Funeral Planner Wishes of Deceased vs. Wishes of the Funeral Planner

8. Types of Funding 1) Trust Accounts 1) Trust Accounts 2) Insurance 2) Insurance 3) Savings/Passbook Accounts 3) Savings/Passbook Accounts