Client Needs Assessment & Consultation Flashcards

Under the FTC Funeral Rule, when must a funeral home give the General Price List (GPL) to someone asking in person about arrangements?

Answer: When they begin discussing funeral arrangements or prices

The GPL must be offered at the start of any in-person discussion of arrangements or prices.

A client asks the price of cremation over the phone. Under the Funeral Rule, the funeral home must:

Answer: Give accurate price information from the GPL to callers who ask

Funeral providers must provide accurate price information by phone to those who ask.

What is the best way to discuss budget with a preplanning client?

Answer: Ask what they are comfortable with and present options at several price levels

Presenting a range of options respects their budget and supports informed choices.

What is a key reason to explain how pre-need funds are protected (such as trust or insurance)?

Answer: It builds trust and helps clients understand how their money is safeguarded under state law

State laws require specific funding protections, and clients deserve clear explanations.

A client wants to purchase only the items they choose. Under the Funeral Rule, which is true?

Answer: They have the right to buy only the goods and services they want, with exceptions such as basic services fee

Consumers may select individual items; only the basic services fee is generally non-declinable.

Which statement about embalming is correct under the FTC Funeral Rule?

Answer: Providers may not claim embalming is required by law when it is not

Misrepresenting legal requirements for embalming violates the Funeral Rule.

A client on a fixed income asks about payment options. A good consultant should:

Answer: Explain available funding methods and payment plans transparently

Transparent options let clients choose funding that fits their situation.