Preplanning Process & Strategy Flashcards

What does a 'needs-based' approach to preplanning emphasize?

Answer: Matching arrangements to the family's wishes, beliefs, and budget

Needs-based planning tailors recommendations rather than pushing predetermined products.

Which is a common reason people delay preplanning?

Answer: Discomfort discussing death and procrastination

Avoidance of mortality and putting it off are the most common barriers.

In the FTC Funeral Rule context, what must be provided to someone who asks in person about funeral arrangements?

Answer: A General Price List

The Funeral Rule requires giving the General Price List to those who inquire in person about goods or services.

Which is a key benefit of preplanning for survivors?

Answer: Reduces decision-making burden and stress at time of need

Decisions made ahead of time lighten the emotional and financial load on survivors.

When should a consultant discuss payment options with the client?

Answer: After the client's selections and needs are understood

Payment is addressed once the arrangements are defined so options fit the plan.

What is the best way to use silence in a preplanning conversation?

Answer: Allow reflection time after important questions

Comfortable pauses let clients process emotions and think through answers.

Why should a consultant review the plan with the client periodically after signing?

Answer: To confirm wishes, update information, and address life changes

Periodic reviews keep the plan accurate as circumstances change.