The One-Question Cross-Sell

  • Originally published April 1, 2010 , last updated May 24, 2016

If you’re selling in the senior market, you could be missing out on $16,000 a month in additional income just because you’re not asking one simple question:

“If you died tomorrow, how would your family handle the funeral expenses?”

This one question will help you identify money that could better serve your clients in a Funeral Trust policy. The best thing is, your clients want to have this conversation!

90% of your clients think it’s a good idea to pre-fund their funeral expenses?
71% of them want to handle this matter with their trusted advisor?

A Funeral Trust is different from standard life insurance because it protects funds from creditors, nursing homes, probate and even Medicaid. And the proceeds of the policy are paid the next business day to any funeral home in the country without a death certificate.

National Guardian’s Funeral Trust is guarantee issue up to age 99 in policy amounts ranging from $500 up to $50,000. The average case size is $12,000, with an average commission of $2,000.

And Funeral Trust comes with Legacy Safeguard, a turnkey marketing system that includes all the materials you need to approach new and existing clients. Anything you can think of, we already have it:

  • Client approach letter
  • Seminar (and seminar invite)
  • Brainshark video presentation
  • DVD
  • Brochures
  • Direct mail pieces
  • Print ads
  • And more…
Learn More about Funeral Trust with Legacy Safeguard