The Funeral Homes Fix Kit
Built for funeral home owners and funeral directors.
Your net on every open guaranteed-price preneed contract is the gap between what you promised, what the trust or policy actually grew to, and what it costs you to deliver today — and you can only close that gap while the contract is still open, never after a family calls. This kit finds where the money leaks in your own work and gives you the steps and the words to close each one.
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The 7 leaks it covers
2 you can close it · 4 the other side owes it · 1 a pro decides
- Preneed sales run without the Funeral Rule price lists and disclosuresWhere to look first: Pull your preneed sales packet. Check that it hands out the same things your at-need arrangements do: the General Price List at the face-to-face meeting, the casket and outer burial container price lists when those are discussed, and a…Keep it from coming back: Use one packet for preneed and at-need. Re-check it every time the General Price List changes.You can close it
- Trusting less than your own state's required preneed percentageWhere to look first: Get your own state's preneed trusting rule in writing from your state funeral board or preneed regulator — the percentage, what it applies to (goods, services, or both), and the deposit deadline. Do not use another state's number.Keep it from coming back: Run the per-contract deposit check every month a deposit is due. Re-confirm your state's rule each year.You can close it
- Guaranteed-price contracts only checked against funding when the family callsWhere to look first: Make a list of every open guaranteed-price contract.Keep it from coming back: Re-run the contract-vs-funding match each time the price list changes. Price new guaranteed contracts against the funding product's growth, not against today's price alone.The other side owes it
- Preneed trust book that would not match the state's requirements if checked todayWhere to look first: Pull your latest trust statement (or insurer statement) and your list of every open preneed contract.Keep it from coming back: Reconcile contracts to the trust statement every month a deposit is due, not once a year. Keep your state's written trusting rule on file and re-check it each year.The other side owes it
- Cash-advance item marked up or rebate kept without the required disclosureWhere to look first: List every cash-advance item you pay for families (flowers, obituaries, death certificates, clergy honoraria, and the like).Keep it from coming back: Tag every vendor payment with its case number and keep the invoice with the case. Put the disclosure line on your Statement template once, not by memory.The other side owes it
- Assigned preneed policy claimed at original face, not the face-plus-growth it paysWhere to look first: Before you file each assigned-policy claim, call or write the insurer and ask for the current death benefit, including any growth.Keep it from coming back: Ask for the current death benefit before every claim, not after. Keep the benefit letter in the case file.The other side owes it
- Self-employment tax not set aside on top of income tax (boundary)Where to look first: This is not money missing from the business — it is a real tax on top of income tax. Open a separate account just for taxes.Keep it from coming back: Move the tax share out the day profit is known, before it gets spent.A pro decides
Free: one full leak from this kit
No sign-up, no email. Here is leak 1 of 7 exactly as it appears in the kit, so you can see what you get before you buy.
Preneed sales run without the Funeral Rule price lists and disclosures
You can close it- Pull your preneed sales packet.
- Check that it hands out the same things your at-need arrangements do: the General Price List at the face-to-face meeting, the casket and outer burial container price lists when those are discussed, and a completed Statement of Funeral Goods and Services Selected at the end of the arrangement talk.
- The FTC says the Rule's requirements apply to both pre-need and at-need arrangements.
- If any piece is missing, add it before the next preneed meeting.
- Walk every preneed salesperson (including any outside agent) through the packet.
- If you are unsure how the Rule applies to a specific practice, ask your attorney or your state funeral board.
Your part: Fix the packet and train your staff.
Staff memo — from [YOUR NAME], [FUNERAL HOME NAME], [DATE] Starting [DATE], every preneed meeting follows the same price-disclosure steps as an at-need arrangement: 1. Hand the family our current General Price List at the start of the face-to-face meeting. 2. Show the casket and outer burial container price lists before discussing those items. 3. Give the completed Statement of Funeral Goods and Services Selected at the end of the meeting, not later. 4. Answer phone price questions from our price lists, without asking for the caller's name or requiring a visit. Please sign below that you have read this. Questions come to me. [YOUR NAME]
Use one packet for preneed and at-need. Re-check it every time the General Price List changes.
What this kit can't decide for you: We do not say whether a given practice violates the Rule — attorney or state board decides.
That's 1 of 7. The other 6 come the same way in the kit: steps, words to send, a habit to keep each one closed.
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What people in this work look up
When funeral home owners go looking for answers, they search things like “funeral home pricing”, “ftc funeral rule”, “funeral home business”, “preneed contract” and “preneed funeral trust”. Those searches turn up forms, averages and other people's numbers. This kit starts from your own records instead: the 7 places money leaks in this work, where to look first and the words to send to close each one.
What you get for each leak
- Numbered steps to close each leak
- Your part, spelled out
- Words you can use: letters and scripts, ready to send (fill in the brackets)
- A habit that keeps each leak from coming back
- An honest line on what the kit can't decide for you
A page from the kit
Questions people ask
What does the FTC Funeral Rule require for preneed sales?
Price lists and disclosures apply to preneed sales too. The kit shows what to check.
How much of a preneed contract must be trusted?
Your state sets the required percentage. The kit has you check yours against your trust book.
Are guaranteed-price contracts fully funded?
Check them against funding before the family calls. The kit shows how.
What it can't decide for you
This kit works from your own records. It doesn't give legal, tax, licensing or financial advice, and it never tells you what to charge. Where a CPA, attorney, insurer or state board makes the call, the kit says so and gets your records ready for them.
11-page PDF · instant download after payment · Code VYR-KIT-SOLACE-01
Opens secure checkout. Instant download after payment. 30 days to ask for a refund — refund policy · terms
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