Webinar Registration

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

Boost Your Client's Estate Planning, Life Insurance outcomes and reduce out-of-pocket costs - CE Credit Available

Thursday, August, 15

01:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Damon Wenig, MBA, CFSP

FET and Preneed Director The Krause Agency

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

A funeral and burial costs $8,300 on average, but end-of-life expenses can easily cost your client and their family so much more. While we advise clients to set aside funds for retirement, healthcare, or leaving a legacy, the cost of a funeral is often overlooked as something that should be planned for. Plus, the emotional toll death takes on the family makes figuring out how to finance the funeral at the time of need all the more difficult.

In this webinar, The Krause Agency’s National FET and Preneed Director, Damon Wenig, MBA, CFSP, will explore the common ways your clients can proactively set aside funds for their funerals, including final expense insurance, funeral expense trusts, and preneed insurance. Damon will also cover:

* How the proceeds of the policy are access and what services they can cover

* When a funeral home does or does not need to be involved with funeral pre-planning

* How certain insurance products are treated in relation to long-term care Medicaid eligibility

As a funeral director himself, Damon offers a unique perspective on how an advisor or agent can play a role in protecting the client’s retirement plan through funeral pre-planning and the positive impact this planning has for both the client and their family.

*CE/CPE Eligible: 1 CE credit is available to attendees with these designations: CFP, CLU, ChFC and RICP. CPA attendees will earn 1 CPE credit.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.