PEACE OF MIND FOR FINAL EXPENSE PLANNING
A staple in any estate plan, an Irrevocable Funeral Expense Trust serves as a spend-down tool, allowing clients to eliminate excess assets and preserve funds for those final expenses.
✓ Accelerated Eligibility for Benefits
✓ Funds Protected for Final Expenses
✓ Flexibility in Choosing a Funeral
An Irrevocable Funeral Expense Trust is a small guaranteed-issue life insurance policy that is irrevocably assigned to a funeral trust controlled by the insurance product. Upon the death of the insured, the funds are immediately available to pay for funeral and burial services.
Use in Medicaid Planning
Flexibility in Funeral Plans
Letter of Goods and Services
Quick Sale and Competitive Commission
AN IRREVOCABLE FUNERAL EXPENSE TRUST MAY BE RIGHT FOR YOUR CLIENT IF THEY:
Are seeking Medicaid benefits
Have excess countable assets
Have not conducted any final expense planning
GET CONTRACTED WITH THE KRAUSE AGENCY
A team member will be in touch to complete to the process.