Pre-Planning Sales
Selling funeral, burial, or memorial services to individuals before they are needed, combining financial planning with empathetic consultation.
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Why It Matters
AI can generate quotes and plan comparisons, but pre-planning sales require emotional intelligence, trust building, and sensitive conversations that only skilled human advisors can navigate.
How to Get Started
Complete pre-need sales training through the National Funeral Directors Association (NFDA), then learn your state's pre-need trust and insurance regulations for compliant selling.
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