Funeral Home Partnership Program
Every day you deal with customers who are facing the financial burden of a loved one’s final expenses. While they are going through this stressful process, they are also thinking of their own estate and affairs. Wouldn’t it be great to have a way to help your customers so they can be better prepared for the future? You can do just that by partnering with a Cornerstone agent.
How It Works
Refer your clients who have questions about life insurance or need help with their own final expense planning to one of our licensed insurance agents. Our agents can meet your clients one-on-one or come to your location.
Benefits to Your Customers
Customers are counseled on life insurance plans that are best for their situations. The agent will guide them to the plan that is the most appropriate for their needs and budget. All types of life insurance are fully explained, and assistance enrolling in plans is provided.
Benefits to the Funeral Home
Our consultation services are free of charge to your customers and the Funeral Home. All customers’ questions are answered by a certified, licensed agent who is fully compliant. You get a unique service that benefits customers, making them more loyal and increasing word of mouth referrals. Employee involvement is minimal because they only assist in the scheduling. Before we come, the staff is provided with informational materials. These materials along with scheduling customers with an agent allow them to comfortably avoid answering insurance questions.
Our Commitment to You
Your customers will be educated and assisted. Their needs will always be our top priority. Appointments will always be kept. The service is free and can be terminated without notice.