Pre-need Funeral Marketing Program

Options for Funeral Home and Cemetery

Operations

Leo R. Dube, Jr.

508-717-2500
Leo@TrueNorthTrust.Com

True North Funeral Trust LLC ©2007

True North Funeral Trust LLC ©2007
 Compensation Structure
With every Service Package available, the Funeral/Cemetery operation is
responsible for all advertising, printing, postal and all related marketing expenses.
The Counselor is the Broker of Record, and therefore receives a fee for services
rendered directly from the insurance carrier. The counselor is not compensated
for mileage, auto expenses, nor for ordinary employee expenses including hourly
wages, health insurance, SSI, TDI, Unemployment, Workers Compensation, nor
Pension Purchase/Retirement Plans.

Our Service Packages offer the following Program

Benefits
1. Retain Current Market Share
2. Increase Future Market Share and per service profitability
3. Increased Community Exposure and Firm Indentity
4. Fully Licensed Professional representing your firm
5. Creates ease of arrangement fulfillment on at-need basis
6. Elimination of Accounts Receivable matters at fulfillment
7. Offers client families payment options that may be currently unavailable
on preneed arrangements
8. Firm does not assume sizeable expense of additional staff
9. More time freedom for owners and staff directors

True North Funeral Trust LLC ©2007

 Level One – Premium Program

Full Comprehensive Marketing

Program Includes:

• Direct Mail Campaign by location

• After Care – Family Service follow-up
• Quarterly Group Presentations
• Newspaper Insert and Advertisement Management
• Relationship Marketing/Cross Selling
• Call-In/Walk-In Management

True North Funeral Trust LLC ©2007

 Level Two – Standard Program

Limited Comprehensive Marketing

Program Includes:

1. Direct Mail Campaign by location

2. Quarterly Group Presentations
3. Signer Program

1. The signer program counselor will sign all preneed

contracts, then will proportionately divides commissions
with the firm, at a previously agreed upon rate. Agency
formation and licensure for contract service is provided.

2. The Standard Program does NOT include: Newspaper

Insert and Advertisement Management, Relationship
Marketing/Cross Selling, Call-In/Walk-In Management
nor After Care – Family Service follow-up

3. The firm will manage Call-In/Walk-In business and the

counselor will manage the funding.

True North Funeral Trust LLC ©2007

 Level Three – Entry Program

Limited Basic Marketing Program

Includes:

1. Signer program only

This program is tailored to those firms that wish to maintain an enhanced level of control over
their pre-need program. All Pre-Need Representatives are funeral home employees and the
funeral home is fully responsible for their compensation and benefits package. Through this
program, we customarily offer the following:

• Complete guidance and assistance with developing a comprehensive program goals and
needs analysis, including program sales, marketing, training and lead recommendations
• Consultative support with recruitment, screening, interviewing, hiring and appropriate
licensing
• Pre-need sales training available for all sales staff
• Marketing and advertising consultations, services, designs, and implementation including
direct mail services (Available at cost to funeral home)
• Pre-need orientation for funeral home staff
• Quarterly, semi-annual and annual detailed funeral home sales reports
• The signer program counselor will sign all preneed contracts, then will proportionately
divides commissions with the firm, at a previously agreed upon rate. Agency formation
and licensure for contract service is provided.
• The basic program allows the opportunity for us to work together and introduce many
new and exciting programs. Most importantly it allows the firm to capture an income
stream of non-funeral revenue in order to offset future programs intended to grow preneed
backlog and assure substantial share in future markets.

Please see the next page for some of our exciting, and effective preneed
funeral programs. Who else can do all this, while providing three A.M.
Best – A Rated carriers?

True North Funeral Trust LLC ©2007

 LPG

Direct Mail
and Inserts

Referral, Emergency
Notification Program

Historical File and Unfunded

Pre-Approach Letter Campaign

Workshops with Churches,

Senior Organizations/Centers, 55+ Housing
Counselor Bio, Neighborhood List

Impact Blocking, Triqueta, Circle of Influence,

Shadowbox, At Need Family Service

Individual Partner Firm Marketing Plan Development

Growth, Defend, and Educate

True North Funeral Trust LLC ©2007