The Premier Difference
FINANCIAL ANALYSIS – NO COST, NO OBLIGATION
Are you “making” or “losing” money?
Premier Planning can provide your firm with an individually customized comprehensive financial analysis that compares your current preneed program with other programs available in the market today. Through our financial analysis we will help you determine exactly which product, or blend of products, is best suited for your business and your families. Our focus will be on designing and developing a total preneed program that maximizes your comprehensive position, while minimizing the probability of future shortfalls.
We are aligned with many of the country’s largest, most financially secure preneed funding companies. Regardless of the size of your business, we oﬀer you the ﬂexibility to choose from a wide range of products that will provide the most benefit or you and the community you serve.
MARKETING PLANS YOU CAN USE
Is your plan easy to use and simple to manage?
In today’s increasingly competitive marketplace we recognize that your future market share depends on the success of your preneed marketing eﬀorts today. Premier Planning will develop a customized, measurable marketing plan through our team of dedicated marketing and industry professionals to ensure your program meets and exceeds your goals. Our customers have come to expect the following from our marketing plans:
- Increased sales volumes and inbound inquiries
- Measurable success
- Seamless administrative performance
ACTIVE PRENEED AGENTS / COUNSELORS
Do you want to expand your market share with an active program?
It’s all about people. With our decades of experience in the preneed space, our recruiting, training and placing practices for qualiﬁed agents have only become more eﬀective. Not only can we provide the standard, in-house agent, but we also have resources to provide outside counselors aimed at increasing market share and future revenue. A few of the beneﬁts our recruitment can provide are:
- Licensed, qualiﬁed and eﬀective sales agents
- Increased market share and expanded business footprint
- Continual education for agents and internal staﬀ
Working together to ﬁnd the right mix of products, marketing and analysis. Learn about our product offerings:
SALES & MARKETING
Travel Protection Plans
Sepio Guard brings you Away From Home Assurance. Now your client families can be fully-protected no matter where death occurs. Coverage starts just 75 miles from home. Multiple payment plans are available. Signing up is simple, the training is valuable, and the results have been proven!
The Sepio Guard Experience:
• Hands-On Training
• Sales Technology
• World Class Customer Support
Questions? Call Adrienne at 800-365-8208 ext 12320 or email firstname.lastname@example.org or Contact Sepia Guard at 877-625-7726 or email email@example.com
Discover the many resources and services Premier makes available to funeral homes.
Our Team Of Experts
Premier Marketing recognizes the importance of continued communication and support in becoming your business partner. Our team will keep you informed on industry trends, product changes and the progress of your preneed program toward the goals of your ﬁrm. In addition, we will also provide you and your team with licensing support, continued education and state reporting requirements.
YOUR CONSULTANTS IN THE FIELD:
Vice President – Preneed
Jeff.firstname.lastname@example.org | 205-332-2943
With more than a dozen years of experience in preneed, Jeﬀ has held senior management positions with Preneed IMOs, as well as being President at Southland National Insurance Company.
Kenneth P Floyd, CPC
Vice President – Preneed Specialty Markets
Ken.email@example.com | 757-817-7721
Ken’s impressive and proven record of achievement in preneed insurance sales over the past three decades has made him a formidable force in the field. His early career in the funeral home business opened the door to a profession in preneed sales. Ken attributes this earlier hands-on experience to his ability to appreciate the challenges and needs of funeral homes.
Regional Sales Manager – Preneed
Staci’s extensive background in management, marketing, recruiting, agent support, preneed sales, and cemetery sales make her a strong resource for our Preneed team, as well as, the funeral home partners and family counselors she works with. Staci has worked in this industry for over 15 years. She is the proud mother of 3 grown children. Staci lives in Indiana, and covers a number of “mid-western” areas for Premier.
Keith E. Charles
National Trainer, Preneed Specialty Markets
Keith is a licensed funeral arranger with 28 years of nationwide sales experience. Adept at creating and implementing training programs, Keith conducts hands-on field training, teleconferences, video training, classroom sessions, and in-home presentations. He sets performance metrics, evaluates productivity, and helps counselors create long-term career objectives within the death care profession.
Agent Sales Manager – Preneed
Ricardo has extensive experience in working with funeral homes to grow their preneed programs. Counselor recruiting, training, leading seminars, and increasing online awareness are all tools Ricardo brings to the team and to our Funeral home partners. Ricardo has been in the industry for over 10 years. He is based in the greater Dallas area and travels throughout the country.
Senior Advisor – Preneed
Ed founded Advance Planning Services, LLP, in 2004. Prior to organizing Advance Planning Services, Ed served for over thirty years in various senior management positions with the SECURA Companies (SECURA Life & SECURA Investments) and later with NGL.
Vickie L. Richardson-Steward
Regional Sales Executive, Preneed Specialty Markets
Vickie is a graduate of Prairie View A&M university. She has been licensed to sell Life Insurance products since 1989. Her main focus is Pre-Planning, which is what she has specialized in for 26 years. Vickie’s passion for helping people and her knowledge of Pre-planning make her an asset to our team of Preneed Service experts.
Willie L. Savage, CPC
Account Executive for Regional Development, Preneed Specialty Markets
Willie brings his unique experience working with Hispanic Communities on funeral arrangements and international shipments of human remains. As a Vietnam Veteran of the US army, Willie has a heartfelt desire to help families.
Regional Sales Manager, Preneed
Luke has worked in the Preneed industry for a number of years and brings his impressive background in customer service, management, marketing and preneed experience to the Premier Preneed team. Luke is an avid Ironman competitor and community volunteer. He makes his home in Monroe, Wisconsin and manages Illinois and Wisconsin in partnership with Andy Weninger of Premier.
Regional Sales Manager – Preneed
Andy’s preneed background reaches back to 1997 where he sold Preneed for four funeral homes. Andy brings a wealth of experience in the Preneed arena. Andy and his wife live in the Milwaukee area.