Final Expense Planning
Funeral | Burial | Cremation | Memorial
- What to expect:
- Pre-Planning Packages
- Cremation Planning
- Custom Memorial Planning
- Financial Planning Tools (e.g., insurance, savings plans)
- Vendor Coordination (with cemeteries, florists, clergy, etc.)
- Virtual and In-Person Consultations
Understand the Client’s Needs
- Conduct a personal consultation to learn about the client’s financial situation, health status, and wishes.
- Identify goals, such as covering burial or cremation costs, medical bills, unpaid debts, or leaving a legacy gift.
- Determine if the client has existing insurance or coverage through other means.