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Letter from the President

MORE THAN A PRENEED COMPANY 2023

Contents

01 Letter from the President 03 Grow Your Preneed Revenue

Program Management Recruiting Training Comprehensive Travel Protection (On the Go Protection)

05 Guide Families on the Value of the Funeral

Training and Education (Virtual Wolfelt Experience™) Resource Libraries for Families (FuneralBasics.org, HospiceBasics.org)

08 Sharpen Your Marketing Strategy

Integrated Marketing Strategies Digital Marketing Solutions Social Media Management Google and YouTube ads Custom Video (Audio/Visual Solutions) Website Optimization

09 Offer an Online Sales Solution

Online Sales/eCommerce Solution (Arrangement Guide™)

11 Upgrade Your Day-to-Day Technology

Lead Nurturing Software Preneed Sales Software (DIGicon®)

13 Improve Your At-Need Service

Insurance Assignment Processing (CLAIMCHECK) Financial Solutions (Directors Business Solutions) Case Management and Business Management Software (Passare®) Livestreaming Solution (Encore™) Aftercare Solution (Circle of Friends+)

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