1. Aftercare/Post Funeral Follow-up

2. Types of Follow-up Direct: Direct: A) FH Personnel: phone, visit, letter A) FH Personnel: phone, visit, letter B) Formal: seminars B) Formal: seminars C) Service of remembrance C) Service of remembrance

3. Types of Follow-up Indirect: Indirect: A) Community Educational Program A) Community Educational Program B) Literature (pamphlets, DVDs etc.) B) Literature (pamphlets, DVDs etc.) C) Referrals C) Referrals D) Professional Aftercare D) Professional Aftercare

4. Aftercare not offered by all funeral homes not offered by all funeral homes may be seen as a growth opportunity may be seen as a growth opportunity may be seen as extension of the basic services of the funeral home may be seen as extension of the basic services of the funeral home

5. Preneed (Preplanning/Advance Funeral Planning

6. Preneed (Preplanning/Advance Funeral Planning) Types: prefunded and preplanned Types: prefunded and preplanned Reasons Reasons Types of Contracts: Types of Contracts: IrrevocableIrrevocable RevocableRevocable GuaranteedGuaranteed Non-guaranteedNon-guaranteed

7. Preneed 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 prefunded contracts alteration to prefunded contracts wishes of deceased vs. wishes of the funeral planner wishes of deceased vs. wishes of the funeral planner

8. Types of Funding Trust Accounts Trust Accounts Insurance Insurance Savings/Passbook Accounts Savings/Passbook Accounts