Exciting New Opportunity For The Funeral Trust

ELKHORN, Wis. - July 1, 2015 - PRLog -- DelcoUSA will be holding weekly webinar trainings every Monday, Wednesday and Thursday for agents interested in learning more about the funeral trust. The great benefit of the funeral trust is that it is funded with a single premium life policy. Issue ages are from 0-99 and there are NO HEALTH QUESTIONS.  It is a Guaranteed issued Life Policy that is then assigned to the Funeral Trust to make it Medicaid Exempt immediately.  It is not subject to the Five Year Medicaid rule making it a great product for pre-planning or crisis planning.  Crisis planning is when a senior client is in the nursing home and the family has a sense of urgency to complete necessary documents to help them apply for Medicaid.

With so many Medicaid changes in recent years, it is more difficult to use annuities or divest assets.  The funeral trust offers an excellent way to protect funeral funds from Medicaid and often it can be used to fund funeral trusts for immediate family members as a method to spend down assets.  Typically, for immediate family members this allows for the parent that may be entering a nursing home to fund funeral trusts for their children and their spouses for burial spaces.  A burial space is a casket, vault, plot, marker or merchandise part of funeral.

Our webinars are a great learning tool and also offer a live question and answer period at the end.

You can register for our webinars on our website at:

www.delcous.com

“There’s a reason we are #1 in Funeral Trust Sales”

National Sales Office

877-336-7782