FD Talks

Eliminating Regulatory and Administrative Burdens with Trust Conversions

May 12, 2021 Funeral Directors Life - FDLIC Season 1 Episode 8
Eliminating Regulatory and Administrative Burdens with Trust Conversions
FD Talks
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FD Talks
Eliminating Regulatory and Administrative Burdens with Trust Conversions
May 12, 2021 Season 1 Episode 8
Funeral Directors Life - FDLIC

Managing your preneed trust is hard work. Most funeral homes sacrifice a lot of time and effort, only to experience low return and growth, strict regulation and audits, and 1099s.

There’s a better way.

In this episode, Mark Owen, Regional Sales Vice President at Funeral Directors Life, discusses how you can stop dealing with the regulatory and administrative burdens of managing trusts and start seeing real growth by converting your trust to insurance or annuity! If you’re in Texas, Mississippi, or Oklahoma, you won’t want to miss this episode!

Show Notes

Managing your preneed trust is hard work. Most funeral homes sacrifice a lot of time and effort, only to experience low return and growth, strict regulation and audits, and 1099s.

There’s a better way.

In this episode, Mark Owen, Regional Sales Vice President at Funeral Directors Life, discusses how you can stop dealing with the regulatory and administrative burdens of managing trusts and start seeing real growth by converting your trust to insurance or annuity! If you’re in Texas, Mississippi, or Oklahoma, you won’t want to miss this episode!