State-of-the-art Funeral Planning Tools
FEPSA has partnered with the leader in online funeral planning tools, Funeralwise, in order to provide FEPSA members exclusive access to the “Wise Plan Complete” version of the Funeralwise Wise Planning System. Wise Plan Complete, the top-of-the-line version, is normally a $49.95 upgrade. Even better, FEPSA members can pass along this free upgrade to their clients. That’s a $49.95 value to every client that creates a funeral plan in the Wise Planning System.
The Wise Planning System is the ultimate set of tools for do-it-yourself funeral and final expense planning. The system puts individuals in control of their funeral plans and enables them to plan at their own pace, personalize and share their plans. They can also assign “Plan Guardians” to serve as trustees for their funeral plans.
Using a secure proprietary portal to the Wise Planning System, FEPSA members have access to a personalized dashboard to use when guiding clients through all aspects of funeral and final expense planning. The dashboard acts as a gateway to “back office” administration for their clients’ funeral plans.
Become a Trusted Advisor
From the dashboard, FEPSA members can assist clients with their funeral plans or give them access to the planner for do-it-yourself planning. In either case, the client’s funeral plans are listed on the dashboard under “My Families” where the member can provide continued planning assistance.
Taken together, the Funeralwise tools available exclusively through FEPSA membership enable advisors to take a collaborative approach with clients and earn a role as a trusted advisor. This unique and exclusive benefit is designed to help FEPSA members build lasting client relationships resulting in continuous policy renewals and referrals to new prospects.
A Focus on Final Expenses
The Funeral and Final Expense Calculator provides a quick and easy way to help a client get started with their funeral planning. In a matter of minutes, a client can have a realistic estimate of their final expenses. These cost calculations can then be saved to the Wise Planning System as a basic Quick Plan. This gives the client free access to the planning tools of the Advanced Plan and Financial Plan for full-featured end-of-life planning.
In addition to the Funeral and Final Expense Calculator, FEPSA members have access to the industry’s best insurance quoting engine. These best-in-class tools enable members to quickly project a client’s final expenses and then provide quotes for final expense insurance.
Value Added Information for Your Clients
The “Word to the Wise” guides are a very popular set of reference guides from Funeralwise.com. These concise guides provide tips and information about funeral etiquette, funeral customs, managing funeral costs, buying funeral insurance, and much more.
FEPSA members can access the “Word to the Wise” guides from their dashboard and share them with their clients. These helpful guides will be a valuable supplement to the advice that members provide and will serve as a value-added benefit their clients will appreciate receiving.