Offer a Better Way to Cover Final Expenses
Add a low-cost, easy-to-explain Funeral Expense Trust to your toolkit and create predictable recurring income while serving seniors with dignity.
Why Agents Love This Program
A simple, compliant product designed to sell to seniors and provide steady residuals.
- Low compliance burden
- Clear client value
- Predictable residuals
- Simple enrollment
- Co-branded materials
This program combines a client-focused Funeral Expense Trust with agent-focused support: fast onboarding, transparent commissions, and marketing assets designed to convert your senior and estate-planning prospects.
“We added the Funeral Expense Trust last year and it immediately deepened conversations with our senior clients. The onboarding was seamless and clients appreciate the clarity—our recurring income stream has grown steadily.”
— Maria Lopez, Independent Insurance Agent
Licensed Agent
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How It Works
A four-step, advisor-friendly process you can explain in minutes.
Introduce the Trust
Start with a short client conversation: explain how the Funeral Expense Trust locks in funds for final expenses, reduces family burden, and complements existing retirement plans.
Submit Simple Forms
Complete a short enrollment packet together or remotely. Our team handles verification, fund placement, and legal trust setup no complex underwriting required for qualifying clients.
Client Funding
Clients fund according to their budget single or scheduled deposits while you maintain transparency about fees, benefits, and trustee responsibilities for trust security.
Ongoing Support
Your clients will receive copies of required documents and customer service while you keep the relationship, receive recurring commissions, and access sales support.
Who This Is For
Designed to complement the workflows of three primary professional groups.
Insurance Agents
Agents who want a compliant, easy-to-sell referral product that deepens client relationships and adds predictable, service-driven income.
Financial Advisors
Advisors seeking practical solutions to protect retirement assets and offer a clear, client-focused trust option for estate-ready clients.
Estate Planners
Attorneys and planners who want a trust-based product that integrates with wills and trusts and removes family burden after a client's death.
Partner Benefits
What you gain by offering the Funeral Expense Trust
We provide turn-key materials, direct support, and transparent compensation so you can focus on client conversations and high-touch advice. Our team ensures compliance and handles trust administration.
- Competitive commissions
- Co-branded marketing
- Dedicated onboarding
- Compliance support
- Client education kits
28%
Average first-year client conversion
12%+
Typical recurring income increase
Ready to Grow Your Practice?
Join a partner program made for advisors who value clarity, compliance, and steady revenue.
Apply now to get our onboarding packet, marketing templates, and a dedicated partner manager. We’ll schedule a quick intro call and show you how to position the Funeral Expense Trust in client conversations.
