You work hard to develop close working relationships with your clients so that you provide value to them. You think about their needs and their circumstances before a meeting to ensure that the advice and products are suited to them.

So let’s consider where funeral plans sits in that process. You provide trusted advice around products such as life assurance to ensure that should the worst happen, there is financial security for their family and this provides emotional comfort and peace of mind for your client.

Let’s face it, talking about death and funerals can be… well… a little awkward. But, as the trusted adviser, you appreciate that sometimes talking about awkward things now can have

significant benefits for your clients further down the line.

Golden Charter recently conducted a consumer poll where 1000 people over 30 were questioned around there attitudes to discussing funeral wishes and what considerations were important when thinking about planning a funeral. 90% of those interviewed wished to ensure that costs did not impact on family members and 86% considered it important to discuss the end of life wishes with family members or friends*. This is worth bearing in mind when you are talking about funeral plans with your clients.

A funeral plan is not just a financial decision, it’s an emotional one. It really is about easing stress and having something in place that genuinely means one less thing to think about in one of life’s saddest and emotional times. Your clients can be assured they’ll get the funeral that they want, and it will save their family from any uncertainty over their final wishes.