Final Expense Insurance: How to be a Trusted Advisor

Learn about this innovative approach to selling final expense insurance

A final expense advisor in his office.Funeralwise.com and the Final Expense Planning Specialist Association (FEPSA) have formed an alliance to offer the public a new approach to final expense planning. With exclusive access to the interactive planning tools of Funeralwise.com, FEPSA members are helping their clients create comprehensive final expense plans.

Two Unique Organizations – FEPSA (formerly the Certified Final Expense Advisors Association) the only non-profit association in the U.S. offering a final expense planning professional designation — FEPS®. Funeralwise.com is the ultimate funeral resource, providing extensive funeral-related information and advanced funeral and final expense planning tools. Together they offer an evolution in final expense planning, effectively blending expert advice and state-of-the-art planning technology.

Exclusive Benefits for FEPSA Members

FEPSA offers its members an impressive set of benefits including exclusive access to a Professional Version of the Funeralwise Wise Planning System. Through a secure portal, FEPSA members can guide their clients through all aspects of funeral planning and final expense planning using the state-of-the-art planning tools of the Wise Planning System – Pro. The system provides advisors with “back office” administration of their clients’ funeral plans and enables them to share valuable information with clients, such as, Funeralwise’s popular Word to the Wise Guides. Also, members have access to the industry’s best insurance quoting engine through the system.

Altogether, the tools available to FEPSA members enable them to take a collaborative approach with clients and earn a role as trusted advisors. And that is how you build lasting client relationships, the kind of relationships that result in continuous policy renewals and referrals to new prospects.

Online Visibility – In addition to the Wise Planning System – Pro, FEPSA members can be found by the public in an online search directory on Funeralwise.com. For example, see this search for final expense advisors in New Jersey.

Learn More About This Unique Program

Complete this form to learn more about FEPSA Membership