Create Instant Final Expense Estimates for Your Clients
The exclusive Advisor Dashboard includes use of the Funeral and Final Expense Calculator. With this cost calculator tool, FEPSA members can help their clients get a realistic estimate of their funeral costs and other costs they will leave behind. That’s where final expense planning begins, and the calculator gets you there quickly and easily.
FEPSA members are then able to assist their clients in devising a plan to cover the expected final expenses, which may include a final expense insurance policy.
The calculator also provides the ability to save the information to the Wise Planning System giving FEPSA members clients a basic funeral plan and the tools to build on it. As their final expense advisor, the FEPSA member can collaborate with them on their funeral planning and foster a continuing relationship that may lead to further opportunities.