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Welcome New Preneed Managers to Texas, Utah, and Wyoming!

Jason Harris Security National Life Preneed Market Sales Manager Blake Coker Security National Life Preneed Market Sales Manager Skip Nagel Preneed Manager 

 

 

 

 
Security National Life is pleased to announce the addition of two Market Sales Managers: Jason Harris in East Texas, and Blake Coker in North-Central Texas.

In addition, Security National Life recognizes the transfer of Skip Nagel to the position of Market Sales Manager over Utah and southern Wyoming. Mr. Nagel has been a valued manager with Security National in Lubbock, Texas since April, 2013.

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Six Ways to get into a Sales Slump Selling Preneed Life Insurance

six ways to get into a sales slump selling Security National Life preneed life insuranceI have read a lot of sales articles and many of them are titled, “10 easy ways to improve your whatever” or “12 tips to a better such and such.” Just to be different this week, we’re going to cover six rules that a salesperson can follow to get into a slump.

  • 1. Stop asking exploration questions.
  • 2. Assume things.
  • 3. It’s all about the price.
  • 4. Listen to surface level information. (continued)
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Going above and beyond… and then some.

going above and beyond with Security National Life preneed life insurance
The top people did what was expected of them
AND THEN SOME.
They were considerate and thoughtful of others
AND THEN SOME.
They met their obligations and responsibilities fairly and squarely AND THEN SOME.

Sometimes it takes a tragedy or a shock to the system for us to realize that things may not always be the same tomorrow as they are today. In our industry we should be the first to know this and plan for the future.

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1099 Reporting For the Self-Employed Funeral Insurance Agent

1099 Reporting For the Self-Employed Funeral Insurance Agent

Do you understand the rules relating to 1099s and if you will need to issue any?

There are various forms 1099 but you most likely receive and issue Form 1099-MISC, Miscellaneous Income, related to your business.

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Meaningful funerals do not just happen.


Creating meaningful preplanned funerals... they don't just happen.
Meaningful funerals do not just happen.

They are well-thought-out rituals that, at least for a day or two, demand your time, focus and attention. Like no other time before or after the death, the funeral invites us to focus on our past relationship with that one, single person and to share those memories with others.

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Should You Expense or Capitalize it?

Should You Expense or Capitalize that charge as a preneed insurance agent? Have you ever wondered when you must capitalize and depreciate an acquisition vs. expensing it in the current year? For example, you may acquire and use an asset for more than one year (indicates capitalization) but its cost is minimal. Recent IRS regulations have provided guidance and safe harbors with regard to this question.

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Security National Life Launches iRegister Digital Guestbook Program

LinkedIn_Header-Security National Life Launches iRegister Digital Guestbook ProgramThe integrated solution to your outreach program.

Security National Life is pleased to announce the official launch of the iRegister digital guestbook program.

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