Crafting Your Legacy: A Workshop Presentation

Download free resources to create your own preplanning workshop.

As a funeral professional, preneed plays a vital role in the long-term strategy of a successful funeral business. The right preneed program can satisfy consumer demand, generate positive customer reviews, secure future business and ensure financial stability.

Meet your client families where they are with a preplanning workshop. This free toolkit provides you with the resources you need to promote and present your own preplanning workshop presentation. The interactive workshop allows attendees to select end-of-life options so they leave the workshop with a preplanned funeral. The only step after the presentation is a one-on-one follow-up meeting for them to discuss financial options with you.

In this digital toolkit, you will find:

  • An editable Canva postcard template for you to promote your workshop.
  • An editable PowerPoint presentation to present to workshop attendees.
  • The handouts referenced in the presentation for you to print off and hand out to workshop attendees.
  • A presenter’s guide with presenter notes for you to reference during your presentation.

Download the Toolkit*

*Not for use in Colorado.

State laws and regulations prohibit solicitation of military personnel and veterans in certain locations and scenarios. State laws also prohibit solicitation of citizens in certain locations, such as skilled nursing or assisted living facilities. Please be mindful of applicable laws related to rebating. Homesteaders encourages you to check your local laws and regulations prior to soliciting sales from military personnel and veterans.