Session Details

Funding the Funeral: Understanding Insurance Products Designed for End-of-Life Expenses

Finance & Insurance

Date: Sunday, August 24, 2025
Time: 1:00 pm

A funeral costs an average of $8,300, but end-of-life expenses can quickly add up to much more. Without proper planning, these costs can place a significant financial burden on your clients’ families at an already difficult time.

As a Certified Senior Advisor, you help clients protect their assets for retirement, healthcare, and legacy planning. However, funeral costs are often overlooked, leaving families scrambling to make financial decisions while dealing with the emotional toll of loss. By incorporating end-of-life expense planning into your client discussions, you can help ensure they have a strategy in place to cover these inevitable costs.

In this presentation, we will explore essential financial products that allow clients to set aside funds for their funerals. We’ll cover:

* Final Expense Insurance, Funeral Expense Trusts, and Preneed Insurance – How these solutions work and which may be best suited for different client situations.
* Accessing Funds After Death – What services these products cover and how beneficiaries can efficiently access the funds when they need them.
* Funeral Home Involvement – When a funeral home must be part of the pre-planning process and when clients have more flexibility.
* Medicaid Considerations – How these products are treated in relation to Medicaid eligibility and long-term care planning.

By understanding these options, you can provide more comprehensive guidance to your clients, ensuring they have a plan in place that alleviates financial stress on their loved ones. Join us for this insightful session and learn how you can incorporate funeral funding solutions into your business.