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Funeral arrangements
are one of the realities of life...
and one of the most neglected areas of financial planning.
Studies have shown that families who have not pre-planned often
spend more for the funeral event
of a loved one. Facing the reality of a death in the family and
making plans on how to handle it can be one of the best
restraints from an emotionally charged financial decision that will
be made.
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1. An Irrevocably Assigned Insured plan
2. A Trust plan
The key to this is being irrevocably assigned
and tied to a specific funeral provider,
who in turn guarantees the plan and future costs.
Sometimes, final expense plans are not irrevocably
assigned, and guarantee nothing.
Basic life insurance that is not irrevocably assigned is
considered an asset and can be subject to tax liabilities.
Money invested in Trust plans are controlled by the
funeral provider that has been assigned, and allows that
provider to retain certain fees should you decide to change
your mind or change funeral providers.
Money invested in insured, irrevocably assigned plans
are controlled by YOU, the insured,
are mobile and secure,
with guaranteed payout amounts.
There are many rules, regulations and licenses
regarding funded pre-arranged funerals
Request your free booklet from the
Illinois Comptroller's office, today.
Knowledge is power.
Know what you are getting and
who you are getting it from,
before
you sign on the dotted line.
Our funded plans are
protected against inflation,
overseen by the
Illinois Comptroller's Office
and reduce tax liabilities
while being a safeguarded financial resource
that otherwise could be drained in later years
in an extended care facility.
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Certified
Preplanning
Consultant
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Jon A. Tanzyus, Funeral Director and Partner
of Tanzyus-Logan Funeral Service and Care,
is a Certified Pre-planning Consultant, and leads
our Pre-planning Services staff to families.
A Certified Preplanning Consultant is one who belongs to a
premier group of professionals, recognized nationally as those
who exemplify the highest standards of excellence in service to
families. These knowledgeable individuals are committed to
providing ethical and caring, advance planning services.
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Be sure to look for this designation
when you choose to preplan.
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Request your free
Biographical Record
Book and
planning guide.
here
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