Pre-Need America - Experience and Requirements

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Agent or General Agent Qualifications

No vector issues
(Chargebacks and or outstanding financial balances owed to insurance companies)
Credit Report Review
Minimum 1 Year Experience and Production in Pre-need Insurance Business
Full-Time in Pre-need business
Proof of Persistency
Proof of Sales Volume

Minimum Annual Sales Volume

General Agency/Agent
$1,000,000

Agent Production Volume
$500,000

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Legacy.com Again Helps Raise $45,000 to Support Funeral Service - Pre-Need Insurance
Now on its fifth year, the annual campaign has raised more than $225,000 for the Funeral Service Foundation.
Roosevelt Investments Joins CI Financial - Pre-Need Insurance
The Roosevelt Investment Group, Inc. (“Roosevelt”), a boutique wealth advisory firm with over 30 years of experience working with cemeteries, pre-need funeral homes, and their owners, is pleased to announce an agreement under which CI Financial Corp.
Passare® Announces All-New Planning Center - Pre-Need Insurance
Passare, Inc. is excited to announce the arrival of the all-new Planning Center, a platform designed to allow families and pre-need funeral directors the option to collaborate on pre-need funeral or memorial arrangements, anytime, anywhere, using any device.

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