As a preneed insurance agent, you are fortunate enough to be selling what people actually need—affordable solutions that help them avoid stress in the future and improve their financial planning. Unlike people who sell vacuums and security systems, preneed insurance agents know that our “products” are needed and helpful to […]
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Boost Your Sales with Brilliant Books
How many of us final expense insurance agents read on a regular basis? Besides the educational benefits of building your knowledge base and de-stressing at the end of the day, reading can help you sharpen your sales skills as well. Here are a few books we recommend to the budding […]
Continue Reading5 Funeral Expenses You Won’t Expect
No matter how organized your list is, there may be funeral expenses for which you have not planned. #1 Transportation When the burial or cremation happens after the funeral services, it is customary for the family to be transported to the cemetery (or wherever) by a limousine or sedan. A […]
Continue Reading4 Books to Read about Grief
Dealing with grief is never something we are prepared for, and whether you are currently reeling from the loss of a loved one, or are trying to reach out to someone who is grieving, we’ve compiled some of the most-recommended books on the subjects of grief and loss to hopefully […]
Continue ReadingHow to: Write a Follow-Up Email that Isn’t Pushy!
Here we are: we’ve made our first contact and set up a meeting, which we attended and felt went really well. We left the in-person experience feeling confident and clear that this new acquaintance would soon become a policy-holding client. However, whatever follow-up plan we set up has come and […]
Continue ReadingTurn a Profit in 2018
Five tips to help your funeral home turn a profit in this new year, despite the changing landscape of the funeral industry. Customer Service is Key The funeral industry is a unique business, but one thing is true for most sales scenarios: customer service is more important than any other […]
Continue ReadingFuneral Planning Helpers
A list of funeral solutions for the digital world designed to help you reduce the stress and strain after the death of a loved one. Memcare Easily create and share a personalized memorial page for your loved one on this simple and user-friendly website. Notify friends and colleagues of your […]
Continue ReadingCremation Details: How “Green” is Cremation?
One thing that we continue to try to emphasize in these educational posts is how valuable and simple green burials can be. As more and more awareness of our environment suffuses society, green burial questions are more common on the internet, in our funeral homes, in our email inboxes, and […]
Continue ReadingUtilizing Your Sales Wins
An optimistic post about how to capitalize on 2017’s successes and recreate them in 2018. Keep the karma coming! Stick with what is successful and simplify your sales! Step 1: Analyzing What Worked As with all self-reflective practices, our first step is analysis. Last week we discussed analyzing our sales […]
Continue ReadingA New Year: New Financial Priorities
As you’re jotting down resolutions this week, consider resolving to invest in your family’s future. Financial and weight-loss goals are so popular this time of year, and so easy to forget about by January 15th. Do something now that will actually benefit your family’s future and look into pre-planning your […]
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