At the risk of stating the obvious, we’re all going to die someday.

It’s not exactly a cheery thought. But, if you don’t help your clients to make provision for their funeral costs, you could be leaving a gap in their financial planning for later life. A financial gap that may need to be filled by your clients’ loved ones. Which isn’t the kind of legacy anyone wants to leave behind.

By recommending a Golden Charter Funeral Plan, you can give your clients the peace of mind they need – knowing that their funeral will be carried out in accordance with their wishes by their local, independent funeral director.

Once their plan is paid for – or after two years’ consecutive payments if they choose fixed monthly payments – there will be nothing more for their family to pay for the funeral director’s services covered by their plan. Guaranteed.

Click here to view our Intermediaries brochure

A trusted brand, with a trusted local provider

Golden Charter is one of the UK’s largest and most well-known providers of funeral plans.* Combined with your unique position as a trusted advisor, this is a powerful motivator when customers are making a decision to purchase a plan.

What support is available?

Our aim is to help you deliver an excellent service to your clients, and create a valuable additional income stream for you. But we know it can sometimes be challenging to find time to focus on funeral plans. That’s why we provide lots of tools and support to help you sell plans to existing clients, attract new clients to your business, and develop a long-term marketing strategy for plan sales.

This support is provided by your Regional Account Manager, the marketing team at Golden Charter, and through our easy-to-access online portal.

Support from your Regional Account Manager

Your Regional Account Manager is on hand to provide information and training on all aspects of selling Golden Charter Funeral Plans, including detail on our plans and payment options, funeral director services, The Golden Charter Trust and best practice. They can also assist with marketing and promotional material including digital marketing and website content.

Marketing toolkit & personalised items

Our marketing toolkit is designed to help you promote Golden Charter Funeral Plans to your clients in a way that complements your business. The kit includes a range of items, including: leaflets, posters, advert templates, desktop sales presenters and expression of wishes forms. We can also provide free artwork for bespoke marketing items which are branded and tailored to your business.

Direct mail support

Personalised direct mail is an easy, effective way to introduce funeral plans to your clients. We can help with all aspects of creating and managing a funeral plan mailing campaign:

Letters and leaflets for direct mail – funeral plan leaflets and sample letters which you can use to print on your own letterhead.

Mailing support – to help get you started with direct mail, we can provide:

  • Suitable and effective content for the mailing letter
  • Training on how to follow up enquiries, including objection handling
  • Product and process training
  • Advice and support on how to do a mail merge with your client data

For further information on becoming a Golden Charter Intermediary, please contact our Sales Support Team on 0800 066 0392.

*Based on recent market share of funeral plans sold. For details please see Funeral

Planning Authority statistics 2018 and Golden Charter Annual Review 2017/18. Independent research by James Law Associates, July 2018 (sample size 502).