Learn tricks of the trade


Strengthen the skills you need to succeed

We can help you with everything from building a business plan to developing your sales and presentation skills, to earning required CE credits. Whether you’re looking to brush up on a single topic or expand your knowledge with a deep dive, we’ve got a training regimen that will benefit you.

The Five-Step Sales Process

We discuss the sales process and specific “real-life” situations to help you start conversations with families and overcome objections, as well as a range of other topics, including:

Review the sales process here.

Talk to us

Schedule a consultation with our Sales Development team to discuss the training opportunities that will work best for you and your team.

Training Webinars

We have an extensive webinar library with courses covering a variety of topics and a range of time commitments, including live events. Find one that best fits your needs here.

Explore your educational options

We offer a wider variety of training opportunities in more formats to fit your needs than other preneed providers – with in-person, online or on-demand courses designed to work with your schedule.

Product Information

We offer a variety of product solutions designed to meet your needs. Enhance your product knowledge, including how to use our products to help the families you serve with:

  • A guaranteed funeral planning agreement
  • A non-guaranteed price estimate-only funeral planning agreement

Review product information here.

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Agent Recruiting

Strong agents are the backbone of your preneed program. Let us help you recruit and retain top agents.

Legal and Compliance

Stay current on regulatory updates and learn about requirements for your state. Review legal and compliance updates here.