REGISTER: Funeral Expense Trusts vs. Pre-Need Contracts

AIRED ON: October 22, 2020 | 12:00PM CST

ABOUT THIS WEBINAR:

Join The Krause Agency’s President and CEO, Dale Krause, J.D., LL.M., as he explains the difference between two key products in the senior planning market: Irrevocable Funeral Expense Trusts and Pre-Need contracts. Dale will discuss:

  • How funeral expense trusts and pre-need contracts differ
  • The benefits and drawbacks to both strategies
  • How each works to benefit your client
  • Why you should aim to sell these products on every case

Plus, he’ll dive into the financial opportunity for you, the agent!

Reserve your spot and learn how to incorporate these simple products into your portfolio.

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ABOUT THE PRESENTER:

 Dale Krause, J.D., LL.M.

Dale Krause, J.D., LL.M.

President and CEO

Often referred to as the “Pioneer of Medicaid Compliant Annuities,” Dale is a leading national authority on crisis Medicaid planning. He began his career as an estate planning attorney before closing out his private practice to pursue the design and development of Medicaid Compliant Annuities. In addition to being an attorney, Dale is also a Certified Medicaid Planner (CMP) and has his Certification in Long-Term Care Insurance (CLTC).

 

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