Delivering Value

Parting Guide

/

Step 3

/

Section 3 focuses on delivering value through education and preplanning. Walk families through the Parting Guide, highlighting key sections like Urgent Tasks (life insurance and benefits), Financial Affairs (allowing them to explore), and Often-Forgotten Details (digital legacy, social media). Optionally, show the impactful video on digital accounts. After completing the guide, transition to preplanning by asking if anyone has explained advance planning options. If they’re open, share flexible payment options; if hesitant, reassure them and plan a follow-up. This process isn’t a sales pitch—it’s a continuation of care, offering clarity, compassion, and peace of mind.

Branding Board

Chelsea Question 

Downloads

Step 3: Delivering Value — From Education to Preplanning

"Sometimes the best way to support someone who is grieving is simply to sit beside them in their silence and let them know they’re not alone."
— Unknown

Walking through the guide

Walk through the guide on your own device, while they follow along on theirs.

Owner’s Message –

Shows this is a personalized, exclusive gift from the funeral home

Gaining Trust through SOcials

Key Highlights

segment one


Step 1: Urgent Tasks

  • These are the time-sensitive items that need attention now
  • Highlight the life insurance search—1 in 3 families find unclaimed policies. A simple step that could provide thousands.
  • Ask if they’re veterans, union members, or have pensions—those sections can be incredibly valuable

Step 2: Financial Affairs
  • Quickly overview this step—let them explore unless they ask specific questions
  • If they need a probate attorney, you can recommend a trusted partner

Step 3: The Often-Forgotten Details
  • Incredibly valuable, yet often overlooked
  • Social media accounts, digital access, subscriptions, etc.
  • Show the short video on social media—it's impactful

Emphasize it’s a guide, not a legal service

Three-Step LAyout


WAtch Trent's "Why" Training

  • Be authentic
  • Film on 4k and 30 HD 
  • Utilize .05 and the back camera for some selfie shots. 
  • get your face and personality on the camera so people can get to know you! 
  • Share a mix of value and fun
  • Follow trends & give your own spin on it
  • Be consistent! 

This space can be filled in

  • Long form content
  • less used in the Travel world, so could be  a great place to spend your time. 
  • catchy thumbnails matter! 

Placeholder

Start a Youtube

Transitioning the preneed conversation

“Now that we’ve gone through the guide, can I ask—has anyone ever explained what happens when your arrangements are taken care of in advance?”

Their response will guide your approach:

Suggested Script:

segment Three

Once Step 3 is complete, it’s the perfect time to transition:

“That’s great. I help families with that too. Most are surprised at how affordable it is. You can start for as little as [$XX/month] on a 10-year plan and adjust when you're ready. Is that something you’d like to go ahead with today?”

(If not today)
“No problem—I can come back in a few weeks and we’ll get that sorted when you’re ready.”

If They’re Open:

Response A

REVIEW NO. 1 of 2

“Totally understandable. It’s not something we’ll handle today, but I do recommend getting it done sooner than later. I’ll plan to come back next month. The good news is, it doesn’t all have to be paid upfront—you can start for as little as [$XX/month] and finish paying when it works for you.”

“We recommend every family take care of it. It not only saves money, but it ensures your loved ones won’t have to go through this planning process again.”

If They’re Unsure or Not Ready:

REVIEW NO. 1 of 2

Response B

This is not a sales pitch—it’s a continuation of care. The Parting Guide shows that the funeral home isn’t just a business—it’s a partner in one of life’s hardest moments. And preplanning ensures families don’t have to go through it again unprepared.

Handled correctly, this is more than a meeting. It’s a meaningful connection, a valuable resource, and an opportunity to bring peace of mind.

Final Thoughts

segment Four

Final Thoughts

Access our script here

We truly have a passion and drive to help you succeed and achieve your dreams! And our community of travel planners will help support you on your journey to reaching those goals! 

Find out if a pre plan
is for you

How we can help

Dive into More Trainings on our VIMEO Account

We are here to help, which is why we created a few resources to help you when you are serving and visiting with your families. 

Head to The LIbrary to see Other resources

DISCLAIMER

the