Is managing your funeral trust a real hassle?
Many funeral homes that manage a funeral trust have a harder job administrating it every year. You have to prepare for audits and spend hours of labor behind the scenes with reconciliations and trust maintenance.
It doesn’t have to be that way.
At Funeral Directors Life, we believe that it shouldn’t be that hard to manage your preneed business. We understand how frustrating it can be to spend so much time and effort on your trust, while your growth rates get eaten away by audit fees, administration fees, taxes, and poor market returns.
We have good news for you!
The good news is, Funeral Directors Life has helped hundreds of funeral professionals across the nation convert their highly regulated trusts into hassle-free preneed insurance and annuity plans that actually pay a commission!
Request a Consultation
Request a consultation on your trust conversion
Receive a Free Analysis
Receive a free analysis and quote to find out if trust conversion makes sense for you
Get Paid a Commission
Get paid a commission for your trust conversion that does not affect the principal or future growth!
Dean Barker
General Manager
Laurel Oaks Funeral Home & Memorial Park
"We chose to do a trust conversion with Funeral Directors Life because for one, we wanted to eliminate that administrative burden; we liked the idea of no longer having to maintain trusts in-house. Our second reason was we liked the idea of the insurance-funded products, rather than trusts, and we decided that the conversion would be a smart move on our part. Thirdly, we liked not having to worry about the annual audits anymore!"
Casey Lister
Funeral Home Manager
Baum-Carlock-Bumgardner Funeral Home
“Keeping track of everything with our trust was a bookkeeping nightmare for our CPA, not to mention the state audits we had to prepare for. Plus, keeping everything organized and prepared for the audits was a big burden on our administrative staff. We needed a change to lighten the load for everyone. The biggest benefits we’ve seen since doing a trust conversion with Funeral Directors Life is that everything gets paid much quicker because claims seem to go through faster and the bookkeeping is nothing compared to what it was. Funeral Directors Life takes care of everything related to the trust conversion. That’s a huge burden lifted from our shoulders!”
Bryon Schaetter
President
Schaetter Funeral Home
“The biggest reason we decided to do a trust conversion with FDLIC was that we needed help, and we weren’t going to have the personnel to handle trusts anymore. Once we found out how simple it was going to be for the conversion and how things would be for us going forward, we knew we had to work with FDLIC right away. The fact that FDLIC handles our trusts – and the yearly audits – is a huge relief!”
Ladd Pulliam
Owner/Funeral Director
Jones and Son Funeral Home
“We chose to go ahead with the trust conversion through FDLIC when we looked at the growth that we were offered versus the growth that we were getting in the trust. There was almost no question that this was something we needed to do. We would recommend trust conversion wholeheartedly to any funeral home owner that is dealing with low returns on a trust. This was one of the best moves we made in our business.”
Want More Information about Trust Conversions?
Read about the experience of funeral directors like you who completed a trust conversion with Funeral Directors Life!
Managing your preneed trust is hard work. We get it! Every year, we help funeral directors just like you simplify their lives and get rid of the hassle of managing their preneed trusts. If you are tired of auditors, bank fees, 1099s issued to families, and low returns on your preneed trust, there’s a better way.
Click the button below to read about some of our clients’ experiences with our trust conversion services!
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