Funeral-Trusts1

Funeral Trusts are a great planning strategy to help clients set aside the funds they have earmarked for their final expenses.

As an Agent, you serve your clients in all areas of life, so make sure you serve them and their families in planning for their final needs. Most of your clients prepare for life’s possible events, but the majority of them don’t prepare for life’s only inevitable event – death.

A recent survey found that 90% of Americans believe pre-funding their funeral is a good idea. However, your client’s limited options of doing this have opened up a new line of business for you. Someone is going to offer this to your clients – is it going to be you?

  • 90% of your clients believe pre-funding their funeral is a good idea.
  • 71% think this should be done with you, their trusted advisor.
  • 16.7 million Americans plan to pre-fund their funeral next year.

Survey Source: National Funeral Directors Association’s Wirthlin Report

National Guardian Life

National Guardian Life Insurance Company (NGL) Irrevocable Funeral Trusts are the final piece of the financial planning puzzle! Since 1910, National Guardian Life Insurance Company has consistently been rated one of America’s most successful independent mutual life insurance companies. While adhering to the highest standards of quality and integrity, they continually demonstrate a commitment to policy owners, their families and the communities in which they work and live. NGL’s well-designed products paired with their high quality service and dedication allow NGL to reaffirm its mission of providing financial peace of mind along with trust, value, and convenience.

Year after year, Premier Planning leads the country with NGL Funeral Trust sales, and we are excited to work with such a great company. Watch the video below to learn more about how you can use NGL Funeral Trusts with the Legacy Safeguard sales and marketing system.

 

Forethought

Many Americans have planned in their minds how their loved ones can use current assets to help pay for their funerals. Unfortunately, they don’t always share those plans with their loved ones. Perhaps more importantly, individuals overlook the possible inaccessibility of those funds when they need them.

With the TrustGuard Gold plan, you can help your clients set aside funds for their final expenses so their loved ones will have funds available quickly to help pay for their funerals. Once a claim is filed by a funeral provider, it’s typically paid within 48 hours.

Why Offer The TrustGuard Gold Plan?

  • A Unique Solution – that can easily be added to your portfolio
  • Major Revenue Opportunity – applicable to most clients ages 0-99
  • An important piece in your client’s financial planning puzzle
  • From a proven and trusted partner – Forethought understands this market
  • Easy to Sell – Turnkey Client Presentation