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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Tax Deadlines for Preneed Agents

Tax Deadlines for Preneed Agents

Most people are familiar that April 15th is tax day every year.

There are actually many tax deadlines that self-employed preneed agents may need to remember. Here is a brief overview of tax deadlines you may not know about, and a reminder extended tax returns are due shortly.

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Smarter Goal Setting – Change Your Perspective, Change Your Results

Smarter Goal Setting for Your Preneed Career
Do you find yourself frustrated
that you’re not further along than you are
at the end of the day - or the week - or the month?

Have you set aggressive goals for your preneed career that just never came to fruition?

When you fall short of a goal that is important to you, it weighs heavy on you like a big, wet blanket, doesn’t it? You feel like you let yourself down.

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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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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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Socrates’ Secret to Success

One day a bright student wishing to be successful asked Socrates, “Teacher, I have studied many years with you and even though I have learned many things I still have not learned the secret to success or what it really takes to be successful. Please train me in this mystery.”

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Don’t Forget to Play

Don't forget to playToday our world moves so rapidly: smart phones, iPads, social media, Skype, YouTube, the list goes on. It all piles up on top of each other, adding stress and ultimately “burn out”. What we do in preneed funeral sales is important. It requires a great deal of focus and discipline. Don’t forget to play.

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Is What I'm Doing Right Now Getting Me Any Closer To Achieving My Goal?

That is the question each of us should constantly be asking. What most of us in direct sales fail to fully comprehend is that when we aren’t in front of a prospect, we are really unemployed.

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