Bringing you experience and a product portfolio to meet your financial objectives and marketing needs.
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
With APASI’s very own Guaranteed Travel Assurance Plan™, you’ve found the missing piece to your PreNeed Program! Where it be extra revenue in your pocket with our performance based incentive programs, or our unique flexible monthly premiums, APASI has you covered!
Partner with APASI Today and Get:
« 24/7/365 assistance, in over 100 languages
« No cap or limitations to our services!
« Flexible payment options
« Performance-based sales incentive programs
« Continuous educational and sales webinars
Please contact Jenna in our office at 866-708-6219 for more information or to sign up to offer this product.
Online Sales
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:
Jeff Wright
Vice President – Preneed
Jeff.wright@premiersmi.com | 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.floyd@premiersmi.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.
Staci Blake
Regional Sales Manager – Preneed
staci.blake@premiersmi.com
765-425-3796
Staci’s extensive background in management, 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.charles@premiersmi.com
562-688-2365
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.
Ricardo Ibanez
Agent Sales Manager – Preneed
Ricardo.IbanezJr@premiersmi.com
817-504-0272
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.
Ed Patschke
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
Account Executive for Regional Development, Preneed Specialty Markets
Vickie.Richardson@premiersmi.com
682-551-2597
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.Savage@premiersmi.com
302-228-6822
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.
Richard Trask Jr.
Account Executive for Regional Development, Preneed Specialty Markets
Richard.TraskJr@premiersmi.com
256-589-0188
Richard has an intimate understanding of the funeral industry with 27 years as a licensed funeral director and an embalmer. Utilizing his first-hand experience and patient demeanor, he has become proficient at helping funeral homes develop a sustainable preneed program.
Andy Weninger
Regional Sales Manager – Preneed
Andy.weninger@premiersmi.com
920-279-8447
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.
SUPPORT STAFF:
Adrienne Pospisil, Contracting and Licensing, adrienne.pospisil@premiersmi.com
Jenna Crofts, Agent Support, jenna.crofts@premierplanning.com
