- Tip #1 – Identify your top two priorities each day…
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.Continue Reading
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.Continue Reading
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.Continue Reading
November 7-9, 2012
Marriott Atlanta Buckhead Hotel & Conference Center
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.
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.Continue Reading
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.”Continue Reading
Today 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.Continue Reading
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.Continue Reading