Funeralwise and Agents: Working Together

Get a Competitive Advantage

Selling insurance has never been more competitive than it is now. You need an edge to stand-out from the competition. The Funeralwise Funeral Insurance Program can give you that edge and set you apart from other agents. Joining forces with Funeralwise enables you to offer a complete funeral and final expense planning solution. This provides added value to your clients and helps make you a trusted advisor.

Common Goals Leads to Great Service

Funeralwise shares a common goal with life insurance agents – to help people ensure they leave behind adequate resources to cover final expenses. The Funeralwise website is rich with information, advice, and tools to help consumers understand how much they need to set aside to cover the funeral, burial, and other expenses. As a life insurance agent, you are there to help these same consumers purchase the proper coverage so that money is available when the time comes. The resources we offer, combined with your expertise and the personal connection you have with your clients, provides an unmatched level of service to consumers.

Our Affiliations Can Benefit You

Funeralwise has partnered with the Final Expense Planning Specialist Association (FEPSA) to bring authority and credibility to its funeral insurance program. FEPSA members can earn the FEPS® designation, the only professional mark for Final Expense professionals. In addition, FEPSA members receive exclusive “back office” access to an array of resources on Funeralwise.com. The benefits of FEPSA membership include:

• Exclusive use of the Funeralwise Wise Planning System.
• A listing in the Funeralwise Final Expense Advisor Listing.
• A free customizable final expense quoting engine.
• FREE continuing education credits.
• Unlimited free legal documents for you and your clients through Rocket Lawyer.

As an IMO, Funeralwise has contractual relationships with leading insurance companies that offer final expense and preneed insurance products. Joining the Funeralwise team as a producer enables you to take advantage of the Funeralwise contracts. As a producer and a FEPSA member you’ll have access to the combined benefits of both organizations. In addition, Funeralwise producers enjoy privileged membership fees with FEPSA.

Helping You Reach Prospects

Funeralwise.com is the perfect platform for reaching prospects for funeral insurance. Millions of visitors have come to the site for funeral planning information and assistance. Through online chat, forms, and guides, Funeralwise identifies the best prospects for a funeral funding solution. Producers can receive leads to these prospects.

Marketing savvy producers can take advantage of the Wise Planning System by offering free funeral planning in their community. This is a proven method of bringing leads directly to your door.

How to Participate

Complete the Information Request Form available on this page and we’ll get in touch with you to explain our program and determine the right fit for you.

We invite you to join forces with us. You’ll be able to offer your families an unmatched final expense solution — expert personal service from you, and excellent web-based resources from Funeralwise.com.