As an agent, you know families are curious about pre-planning, but many hesitate because they don’t know what to expect. The good news? Most families have the same questions. When you can answer them with confidence, you build trust and make the decision easier.
Here are the five things families really want to know before they pre-plan:
1. What will this cost?
Finances are always the first concern. Families want to know if it’s affordable, what payment options exist, and how it prevents loved ones from being burdened later. Explaining flexible plans and today’s locked-in prices helps them see the value.
2. What if my circumstances change?
People worry about being locked into a decision. Be ready to explain how plans are portable, transferable, or adjustable so they feel secure moving forward.
3. How does this help my family later?
Families want peace of mind. Show them how pre-planning reduces stress, eliminates tough decisions, and ensures their wishes are honored. The emotional relief is just as important as the financial benefit.
4. Is this a trustworthy choice?
They’re not just buying a plan, they’re trusting you. Share testimonials, the stability of the funeral home they are working with, and your commitment as their agent to give them confidence.
5. What’s the process like?
Many imagine pre-planning is complicated. Break it down into simple steps: consultation, paperwork, and finalizing options. When they see it’s manageable, they feel more at ease.
Pre-planning conversations aren’t about overwhelming families with details, they’re about answering the questions already on their minds. Keep it simple, focus on these five concerns, and you’ll find families more willing to trust you and move forward.
