The average funeral and burial in the U.S. now cost $10,000, which doesn’t include additional expenses such as transportation, grave sites, memorial stones, wakes and other expenses which could more than double that figure. Even greater is the emotional impact on surviving family members who, without an unbiased guide to support them, can often make imprudent decisions. Yet end of life planning is often overlooked in the financial planning process.
Join us for a moderated discussion with Mark W. Duffey, CEO and Co-Founder of Everest Funeral Package, LLC and an industry expert in the funeral industry and end of life planning. Mark’s innovative approach to this critical planning topic has been featured in Barron’s, CBS Early Show, Designing Spaces on Lifetime Television, The Wall Street Journal, The New York Times, USA Today, Chicago Tribune, and the Houston Chronicle, among others.
Learn about:
- The impact of this critical gap in financial planning and how Everest addresses the challenges of securing accurate data, minimizing expenses and supporting your clients.
- How incorporating end of life planning into a more holistic financial planning process adds value to an advisor’s practice with their current clients, solidifies relationships with the spouse and children, and retains those assets through spousal and generational transfers.
- Future trends in the industry, the impact on your clients and tools and resources that can help.