Pre-Need Insurance & Funeral Pre-Planning

Planning ahead brings peace of mind—not just for you, but for your loved ones as well. Our pre-need insurance solutions (also known as burial or funeral insurance) are designed to cover the cost of funeral expenses in advance, helping families avoid financial hardship during an already difficult time.

With our pre-planning support, individuals can:

• Lock in today’s prices, protecting against future inflation and rising funeral costs
• Ensure their wishes are known and respected, down to the smallest detail
• Ease the emotional and financial stress on their loved ones
• Personalize their service, making it a true reflection of their life
• Remove guesswork, giving family members clear guidance when it matters most

By making arrangements in advance, families gain clarity, control, and confidence – knowing everything is taken care of. 

Recruiting and Training of Pre-Need Agents

Your funeral home’s success depends on the people who represent it. That’s why we offer specialized recruiting and training services to help you build a strong, knowledgeable, and compassionate team of pre-need professionals.

• We utilize top recruitment platforms like Indeed and other job boards to source candidates who align with your culture and values.
• Our training programs ensure each agent becomes an expert in pre-need products and communication, empowering them to guide families with empathy and clarity.
• We typically place qualified candidates within 30–60 days, using a streamlined process that includes thorough screening, interviews, and funeral industry assessments.

Whether you need an in-house representative or regional sales manager, we help you build a team that drives revenue and builds trust in your community. 

Marketing & Advertising Support

Every community is different—and your funeral home’s marketing should reflect that. We provide customized marketing and advertising solutions that are tailored to your local audience, services, and budget.

• From traditional print and radio to digital campaigns and social media strategy, we help you reach the families who need you most.
• Our co-op advertising programs can cover up to 50% of your campaign costs, making professional marketing more affordable than ever.
• We’ll work with you to develop a campaign that feels authentic and compelling, positioning your funeral home as a trusted and approachable presence in your community.

Let us help grow your visibility, educate your audience, and drive more qualified leads through strategic outreach.

Succession Planning

Thinking about retirement? Whether you’re ready to move on or simply planning ahead, we offer succession planning services that ensure a smooth transition for you and continued care for your community.

• We help you find the right buyer for your funeral home—someone who shares your values and will carry on your legacy with respect and professionalism.

• Our team handles the details with discretion and care, allowing you toretire with confidence, knowing your staff and clientele are in good hands.

• Whether your exit is months or years away, we’ll guide you through each step of the process—from valuation to sale—so your business can thrive beyond your tenure.

Partner With Preneed Solutions

Whether you’re planning for the future, expanding your team, or preparing for retirement, Preneed Solutions is here to support your success. Our personalized services are built on integrity, compassion, and a deep understanding of the funeral profession.

Let’s talk about how we can help your funeral home grow, serve, and transition with confidence.