In-Person and Online Options

Preneed funeral sales training.

Explore preneed training opportunities designed to help you grow your skills, boost your confidence and strengthen your approach to serving families.

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In-Person Classes

Successful Sales Strategies

Homesteaders’ Successful Sales Strategies program offers hands-on, in-person training where you’ll sharpen your preneed sales skills, collaborate with a class of your peers and walk away with real-world strategies and practical tools you can use right away. Join an upcoming class to take your skills to the next level.

Upcoming Successful Sales Strategies classes.

Find training dates and locations listed below. Space is limited for each session — sign up to get notified when registration opens.

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September 9-10, 2025

Knoxville, TN

Join us in Knoxville for an in-person training experience led by expert instructors who will help you strengthen your preneed sales process. Register today to learn from expert instructors and elevate your sales process with proven techniques.

September 23-24, 2025

Houston, TX

Join us in Houston for an in-person training experience led by expert instructors in a class of your peers. Sign up to receive a notification when registration opens in late July to early August.

Join the Waitlist

October 6-8, 2025

West Des Moines, IA

Join us at Homesteaders’ Home Office for an in-person training experience led by expert instructors who will help you enhance your preneed sales process. Registration opens in late August to early September — sign up to be notified as soon as it's available.

Live & On-Demand Webinars

Successful Sales Essentials

Homesteaders’ free webinar series, Successful Sales Essentials, helps preneed professionals effectively serve client families at every stage of their careers. Each webinar will equip you with practical tips and tools to strengthen your preneed skills and have more meaningful interactions with families. Plus, you can access our on-demand library of recorded webinars to watch a session you missed or review material you’ve already learned.

Why register for Essentials?

Learn at your own pace
Dive into topics of interest
Feel empowered to grow your skills
Watch live or on-demand

Upcoming Successful Sales Essentials webinars.

Check out this year’s webinar schedule, with topics focused on strengthening your conversations, building meaningful relationships with families and improving your overall approach to prearrangement and funeral service planning.

Webinar

Prearrangement meeting framework.

Join us on Wednesday, August 27, 2025, at 11:30 a.m. CT to discover a step-by-step approach to conducting effective and compassionate prearrangement meetings. Ideal for professionals looking to enhance consistency, confidence and results in their preneed interactions.

Webinar

Effective components of a funeral service.

Join us on Monday, November 3, 2025, at Noon CT to explore the key elements that make a funeral service meaningful, memorable and healing. Gain insights to provide better support for families and create experiences that honor lives lived.

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Why preneed sales training is important.

As consumer preferences and views on advance funeral planning evolve, so should your sales process. Ongoing training helps preneed agents grow their skills, stay motivated and serve families with confidence and compassion

A professional setting with three individuals seated around a table and the woman in the center is gesturing with her hand, possibly making a point.

Boost communication skills

We’re here to help agents feel comfortable and confident in the work they do. Preneed training builds confidence by reinforcing key sales techniques and communication skills.

A business professional woman seated at a desk and actively gesturing with her hands, possibly explaining or discussing something to the person in front of her.

Learn to overcome objections.

We offer agents targeted opportunities to address common challenges, refine their approach and build confidence in new skills, leading to stronger overall improvement and more productive conversations with families.

A group of four individuals, likely a team, gathered around a table in a modern office environment, appearing to be engaged in planning activity and studying data.

Keep up with trends in the funeral profession.

These trainings keep agents up to date on the latest trends and innovative tools in our profession, evolving consumer expectations surrounding preneed and end-of-life decisions and proven best practices to elevate your sales process.

Three individuals, two women and one male, in a professional setting, engaged in a conversation.

Connect with like-minded funeral professionals.

Our classes give preneed agents a space to connect in person and online, fostering peer-to-peer learning and connection through shared experiences and collaboration.

What others have to say about our trainings.

As someone new to preneed, [Successful Sales Strategies] was an excellent opportunity to learn how other agents present and sell. It is an interactive discussion where everyone can share their stories as well as a great way to network. I would highly recommend anyone who is new to preneed or sales take this course.

Kevin McPherson Parson Mortuary and Cremation Center | Muncie, IN

[Successful Sales Strategies] was a wonderful course for people to see what others are doing to be successful. I feel like everyone learned a little something from someone, and it reminds you how to stay on track. There was no judgment, just encouragement.

Rebecca Leiter Preneed Funeral Programs (PFP) | Metairie, LA

Overall, I found the training to be highly informative and beneficial to my role as a sales professional. The content covered in the training was comprehensive and practical. I appreciated how Bri incorporated real-life scenarios and examples, which made the concepts easier to understand and apply.

Ashley Hall Martin Steadfast | Belmont, OH

Preneed agent training FAQs.

What types of preneed training does Homesteaders offer?

We offer several training opportunities, including free webinars through Successful Sales Essentials and in-depth, hands-on classes through Successful Sales Strategies. All Successful Sales Strategies classes are free for Homesteaders customers. Participants are responsible for their own travel and lodging expenses.

Who can participate in Homesteaders’ preneed training programs?

Our training programs welcome preneed agents at all experience levels — whether you’re new to the profession or a veteran looking to sharpen your skills.

What can I expect from attending the in-person Successful Sales Strategies training?

You’ll receive program-specific materials, collaborate with your peers in an interactive class format and work through real-life scenarios to strengthen your skills and problem-solving abilities.

Do I need to attend trainings in-person?

No, we offer live and on-demand webinars as well. Successful Sales Essentials webinars are available online and are free to attend, making it easy to participate anytime, from anywhere.

How often does Homesteaders offer classes and webinars?

We typically offer Successful Sales Strategies in-person classes three to five times per year, and we pick new locations each year, except our annual class at Homesteaders’ Home Office in West Des Moines, IA, so more agents have opportunities to attend. We host Successful Sales Essentials webinars every two to three months throughout the year, but you can find the recordings at any time by accessing our free, on-demand library.

If you have additional questions, please reach out to our team — we’re happy to answer them.