Have a heart: it's the key for many funeral insurance consultants.

Have a HeartCompassion.
Sympathetic pity.
Concern for the misfortune of others.

Our jobs as funeral insurance consultants require exercising a great deal of each of these. We must be good listeners. In aftercare situations we deal day-in and day-out with the bereaved.

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Play Ball!

Lessons From Baseball and Preneed Sales.Lessons learned from baseball and preneed.

San Francisco Giants fans celebrated a World Series victory recently. Like a true fan living in Northern California, I watched every throw, steal, and hit.

As the catcher and pitcher signaled back and forth, I couldn’t help comparing a recent presentation I delivered. The player at bat had no idea whether the next ball would be a curve, a fast ball, inside or outside the home plate.

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Security National Life to be speaking at LIC Preneed Forum

November 7-9, 2012
Marriott Atlanta Buckhead Hotel & Conference Center
Atlanta, GA

We are proud that Guy V. Winstead, Vice-President of Sales and Services and Marty Rich, Director of Sales and Operations from Security National Life will be speaking at the upcoming LIC Preneed Forum in Atlanta, GA. At 8:00 AM Friday the 9th, we will be talking about profitability, performance, and the system we use: the Preneed Dashboard.
For more information, visit the LOMA event website.

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Increase Your Productivity: Daily Preneed Work Plan

Increase your productivity in preneed with a daily work plan. If you know me at all, you know I'm all about having a plan.

As a preneed agent I had to work according to a schedule or I would find myself potentially wasting days because I didn’t have a routine or Daily Work Plan. I would like to pass on to you the plan I developed.

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Security National: Second-Best Performing Stock in Utah, Says Tribune

U.S. Stock Chart for Q3Our company was featured this week in Salt Lake Tribune article, Utah stocks far outpace U.S. indexes.

“Security National Financial Corp., a Salt Lake City-based business conglomerate, saw its share price rise by 169 percent…”

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What else goes on it?

The other day I walked in a local sandwich shop.

As I stopped in, I listened to the clerk as they sold a sandwich. In previous visit, the question was asked “What do you want on it?” A seemingly standard way of filling an order. But today something different was happening.

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Helping a family at-need; like no other experience.

It can be tempting to deviate from the assigned script when selling preneed.

Following a script can be difficult at times.
This feeling is no stranger to insurance agents from any walk or industry.

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