PREVIEW The Pre-Need Presentation - Script

Meeting  with the  Family 

PRENEED PRESENTATION 

The Transition

Once you have concluded your warmup with the family and it is time to transition to making  your presentation, make the following statement:   Thank you for giving me this time to visit with you and allowing me to get to know you and  your family. As I mentioned when we first talked about getting together, we have some  important information that we believe will be very helpful to your family. So, while we are  together here, I want to accomplish three goals.  First, let’s review the  Personal Planning Portfolio . I want to explain how to fill this book out,  so when a death does occur in your family, you’ll have most of the information you need at  that critical time.    Second, I also want to tell you a little about our cemetery and/or funeral home. We find  that many families are simply not aware of the many benefits we offer.   And lastly, I want to explain why so many families, right here in our community and  millions more around the nation are making the wise decision to protect their families with  the benefits that advance planning offers. I want to show you how making those decisions  now will help you eliminate many of the problems that often arise when a death occurs. By  the way,  has anyone ever come to your home and discussed pre‐planning with you? Have  you ever discussed this issue among yourselves?  At this point, pr sent the P rsonal Planning Portfolio.  Then transition from the Personal  Planning Portfolio to the Presentation.  What we have been discussing is the importance of putting your house in order, making  sure when this difficult time comes, your family is prepared. Once this information is  captured and the decisions made, you will have gone a long way toward providing peace of  mind for each other and your entire family. We want to help families become better  informed and well prepared for one of life’s most difficult times. To do so, let’s take a closer 

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