Preneed Sales Training
At Security National Life, we believe that consistent training is the key to consistent success. Whether you’re a new agent just getting started or a seasoned professional refining your skills, our weekly training sessions and on-demand tools are designed to help you close more business, serve families with confidence, and stay up to date on everything Pre-Need.
Download Documents for Quick Access
We’ve compiled some quick documents available for direct download. You can also order these documents by placing a supply order through your agent portal.
Agent Hotline:
In an effort to provide better agent support, please call 1-855-SNL-4SNL for specialized support.
Press 1: New Business
Press 2: Commissions
Press 3: Underwriting
Press 4: Lead Support
Press 5: New Hire
Appointments & Sales Support
Press 6: Marketing
Press 7: Policy Service
Security National Life’s Agent Edge webinar series is designed to help you master Security National’s processes and elevate your success in the life insurance industry. Led by our expert home office staff and subject matter specialists, these sessions will provide a deep dive into policy issuance, insider underwriting knowledge, guidance on navigating internal platforms, and more.
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Stay on top of the latest marketing trends and techniques with our Agent Advantage Webinars!
Security National Life’s marketing team holds a quarterly webinar designed to keep you informed about our marketing tools and inspire you with new ways to reach your clients.
Watch our previous webinars below and keep an eye on your email inbox for announcements about upcoming sessions.
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We also offer our quarterly Funeral Home Advantage webinar to help preneed agents and funeral home staff better market their funeral home. Learn about Security National marketing tools, lead generation techniques, and ways to reach your community.
Watch our previous webinars below and keep an eye on your email inbox for announcements about upcoming sessions.
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Preneed Sales Presentation
This training video walks you through a sample presentation you can use when speaking with families about prearranging their final wishes. It’s a great way to become familiar with key terms, common objections, and the overall flow of the conversation. A written version of the script is also available in the Downloads section for your reference.
Preneed Product Offerings
We offer a variety of coverage and payment options to fit the needs of the families you serve. Click the button below for a printable brochure that highlights all the key features of our plans.
Through your agent portal, you have direct access new business and Preneed App.
- Process Apps Quicker
- Process Apps More Effectively
- View Commission Statements
- Access the SNL Rate Calculator
Your agent portal gives you additional access to order printed applications as well as printed marketing materials such as brochures and tri-fold brochures — available in both English and Spanish, lead programs, newsletters, and so much more.
Security National Life offers a variety of ways to plan ahead. From pre-planning to whole-life insurance, our solutions are tailored to make end-of-life planning simple, affordable, and meaningful.
New to Agent Portal 2.0?
Check out our video resources to find out just how easy it is to use!
Security National has developed a solution to your lead management woes. Available exclusively to our producers, LeadHub can be accessed from anywhere via your agent portal.
Track your leads, view documentation, make detailed notes, and more – all from one easy-to-use place.
LeadHub gives you the tools you need for a more efficient, productive, and successful career.
Security National Life offers a variety of ways to plan ahead. From pre-planning to whole-life insurance, our solutions are tailored to make end-of-life planning simple, affordable, and meaningful.
Work Your Leads with LeadHub
How to Upload New Business
As mentioned above, you can use your agent portal to instantly upload new contracts.
STEP 1: Click on the “New Business” tile.
STEP 2: Click on “New Business Upload.”
STEP 3: Click on “New Business Only.”
STEP 4: From here you can add any additional comments. Click on “Choose File” when you are ready to upload.
Fast Start Contest
We offer a New Agent Fast Start Program. You have the opportunity to kick start your career by hitting milestone achievements in your first 2 weeks, 30 day, and 60 days after being appointed with SNL. Upon achievement of these milestones, you will be given SNL branded gear to further support your career.
Inman Travel Plan
We are proud to work with Inman to offer a Travel Plan to our customers.This plan covers the return of the deceased if death occurs 75 miles or more away from their legal residence. At the time of your appointment with SNL, you were also appointed as a “marketer” with Inman. You will be contacted by Inman and provided a unique “marketer ID” to use on all Travel Plan sales including online and hard copy. Inman will also provide you with a packet of marketing materials.
Funeral Home Partnership
We pride ourselves on our preneed product offerings, but we also offer marketing assistance to our funeral home partners. We offer several methods for lead generation and also provide additional marketing collateral such as the video below.
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