Strategic, simple, and safe, the funeral expense trust is nothing short of transformational for funeral planning in the US—both for you and your clients. Thank you for your interest in our report, Funeral Planning Crisis: 5 Reasons Advisor Support Is Critical for Families Today! You should be receiving an email shortly with a link to the report. If it doesn’t arrive, please check your junk folder or give us a call at (877) 336-7782. “Advisors have a primary role in understanding a client’s financial landscape and identifying future needs as someone they trust. The funeral trust has provided a simple way to elevate this comprehensive planning. By addressing a need that’s common to nearly every client, this helps deepen my value as a trusted advisor.” Scott R., LPL Financial Advisor for over 20 years
Greater financial relief for your seniors.
Greater financial return for your business.
Thank You!