REGISTER: Using Funeral Expense Trusts for Senior Clients
July 19, 2022 | 12:00PM CDT
ABOUT THIS WEBINAR:
Join The Krause Agency’s very own Madi Reynolds, Relationship Manager, as she dives into a key product for senior clients: the Funeral Expense Trust.
Madi will explain the difference between a Funeral Expense Trust and a preneed funeral contract as well as the benefits and drawbacks to each one. She will also:
- Uncover the financial opportunity Funeral Expense Trusts provide agents and financial advisors
- Discuss how they benefit your client
- Explain why you should aim to sell one on every case
Learn how to incorporate these simple products into your portfolio. Reserve your spot now!
ABOUT THE PRESENTER:
With over 25 years of experience in the insurance industry, Madi brings essential insight to the products and insurance solutions we offer. She works closely with agents and financial advisors to identify opportunities for risk-based protection, including life insurance and Long-Term Care Insurance, and provides meaningful education on these products.
VIEW THE ENTIRE LIBRARY!
Enjoy over 30 previous episodes of eAcademy on topics ranging from crisis Medicaid planning strategies to successful for elder law attorneys.