1. Aftercare/Post Funeral Follow-up

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

3. Preneed (Preplanning/Advance Funeral Planning)
Types: prefunded and preplanned
Reasons
Types of Contracts:
Irrevocable
Revocable
Guaranteed
Non-guaranteed

4. Preneed Arrangement Conference
location
presentation and discussion of service and merchandise choices
explain state and federal regulations
comply with FTC Funeral Rule
alteration to prefunded contracts
wishes of deceased vs. wishes of the funeral planner

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