Preneed Sales


We’re more than a preneed agency

Preneed Sales Expertise

Our management team has over 75 years of collective experience from a variety of industries and professions. Much of that time has been focused in the funeral profession, working closely with independently owned and operated funeral homes.

We want to be part of building your business, not just selling advance funeral and cremation plans. As we work together, business is strengthened and improved.

Let us be part of YOUR growth.


Tell me and I forget, teach me and I may remember, involve me and I learn

Benjamin Franklin

We provide a comprehensive training program designed to get new hires up and running as quickly as possible. We want to affect every sense a learner has. That’s why we implement a learning model patterned after tried and true techniques from Fortune 100 companies:

We use this model while utilizing our online Learning Center (complete with quizzes to test comprehension), workbooks, videos and audio files. As Benjamin Franklin said we want to get the learner involved and doing.

Our training program has the following components:

  • Fortune 100 Training Model
  • Online Learning Center
  • Workbooks to reinforce online learning
  • Demo videos
  • Down-loadable Audio files of scripts and presentations
  • On-site initial training at the funeral home
  • 3-day classroom trainings (twice)
  • Trainer/Regional Manager initial sales appointments
  • On-going Regional Manager training and support
  • Monthly Zoom training for all salespeople

Annual Sales Planning

Our online Planning tool allows our managers to meet with each of our salespeople to develop the sales plan for the next year. The tool is intuitive and once completed, the sales plan becomes a monthly report to help ensure accountability to the goals.

The Sales vs Plan report breaks down every source of sales to help determine what is working, what can be leveraged to further increase sales and what needs to be improved or adjusted to strengthen activity and ultimately sales.

Monthly Sales Reports

When performance is measured, performance improves. When performance is measured and reported, the rate of improvement accelerates.

T. S. Monson

We are strong believers of reporting results each month to funeral home owners. Transparency is the way we like to do business. Our monthly Executive Summary Reports are easy to understand and quickly help funeral home owners understand how the sales efforts are working. Each custom report is emailed directly to the funeral home owner by the 5th of each month.

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