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Agent Name
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Agenda
– What is Dignity Planning?
– Why Plan?
– What are the benefits to your loved ones?
– How will Dignity Planning fit seamlessly into your overall financial plan?
– Q & A
Let’s get started…
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• 9.99 out of 10 people over 40 have thought about, or pictured, their end of life plan at some point in their life.• More than half the population over 50 have first hand experience in planning or closely participating in the planning of a funeral.• 2 out of 10 have actually created a plan.• Half of them are imminent.• 1/3 of them have the plan in writing.• Most of them have not documented and communicated the plan to the person who will ultimately handle the disposition of their affairs. (rarely the spouse)
Why Plan?
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• Getting started is simple.• Let’s do a very quick exercise.
Planning is tough?
• List 3 key points for your obituary.• List 3 achievements to be presented at your funeral.
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“Final event planning” is a caring plan that alleviates two components for your loved ones,
the emotional burden and the financial burden of the end of life event.
Alleviate Burdens
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•FREE!• Starts with a basic plan• Use the Dignity Planning tools
customize your plan over time• If a plan is not communicated
• Is it a plan?• Make sure all of your loved ones also
have a plan!
My Gift to You
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Who is Dignity Planning?
Celebrating Life with Dedication, Excellence and
Innovation
The heart of a local business with the strength of a large corporation
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•Founded in 1962 •SCI is North America’s largest provider of funeral, cremation and cemetery services.•SCI brands - Dignity Memorial©
•(Funeral Home name stays the same, e.g. Earthman’s .)• Over 1700 locationsExperience: Hundreds of thousands of families serviced per year, millions of families over the course of our history.We are the local funeral home that has been in your community for generations.
Service Corporation International
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It all starts with an important message.
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Have you any personal experiences similar to those in this video?
Is there a “right way” and a “wrong way”?Can you alleviate the burden?
Do you care?
Let’s get Started!
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What Is Final Event Planning
•Build the plan.• Document the plan.
• Communicate the plan.
•Not Pre-need
Dignity Planning
No Contract.No Bill of Goods & Services.Not locked in.No obligation.Portable.Freedom of Choice.Plan – but you don’tHave to give your $$ To a funeral home.
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Please complete in full
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Please complete as much as possible.
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A few basic questions.
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Package Details
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Service Details
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Dignity Memorial Benefits
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What are the extras?
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What do the extras actually cost?
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Remember our Exercise
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What does it really cost?
Today?In the future?
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Membership & Benefits
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Membership & Benefits
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Membership & Benefits
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Membership & Benefits
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Plan with dignity