Crafting Your Legacy: A Workshop Presentation

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.