Services

Hill Financial Advisory Service offers a wide variety of services to our clients from financial analysis, consulting, and family service counselor training, to marketing plans and marketing program coordination.

Do you know how much you make, or lose, on preneed?

Hill Financial can provide a comprehensive financial analysis that compares your current preneed program with other programs available in the market today. This financial analysis will help you determine exactly which product, or blend of products, is best suited for your business and your clients.

Click here to complete a request for the complete financial analysis.

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Do you want funding options that benefit you and your clients?

We are aligned with many of the country’s largest, most financially secure preneed funding companies. Regardless of the size of your business, we offer you the flexibility to choose from a wide range of products that will provide the most benefit for you and your clients.

Our products feature:

• User-friendly forms
• $500 minimum to $25,000 maximum
• Issue ages from 0-100+
• Simple or compound growth
• Daily crediting, with current growth of 1.5% – 4.0%*
• Same-day claim service with direct deposit
• 24/7 claim lines
• Online access to the insurance companies

*Growth is dependent on current interest rates, contact us today to find out what rates we have available.

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Do you have a marketing department?

We do! We provide extensive marketing support to our clients at no charge. We offer a complete marketing plan, including a cost/benefit analysis for each marketing strategy that we coordinate for you. Click here to learn more about our marketing plan.

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Do you currently have money in a trust account?

Due to the poor performance in the trust market lately, many funeral homes have been considering other options for their preneed dollars. Hill Financial has had great success in helping some of our clients maximize their trust dollars through trust rollovers. We have several trust and insurance strategies that have proven to decrease the overall losses that several homes have endured, and in some cases we can even increase the total value of the preneed dollars. Contact us today to discuss your trust options, and to request a trust analysis on your trust dollars.

Turn your preneed into a future asset, not a liability.

In today’s low-interest rate environment, choosing the right funding vehicle for your preneed families is crucial to the future profitability of your firm. Our free, no obligation, in-depth financial analysis will examine the products available in the preneed marketplace today and how they will perform given the unique goals and circumstances of your firm. We represent five different insurance carriers with access to over 30 products; therefore, we are confident that we will have a product that best fits you and your clients.

By taking the time to get to know your individual business we will be able to tailor a program that best meets the needs of your funeral home’s preneed program, while minimizing the probability of future shortfalls. Through this process we will work with you to maximize the total value created by your program.

Fill out the Financial Analysis request form and we will provide you with a full financial analysis at no cost to you!

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Financial Analysis Request Form

For the purpose of doing the commission comparison, please provide a copy of your current commission schedule.

*The above numbers can be estimates. These numbers will be used in preparation of your financial analysis.

Marketing Plan

The marketing plan begins with a marketing consultation. We work closely with the owner/operator to determine what the home is attempting to accomplish with their preneed program. This includes an extensive evaluation of their preneed marketing strategies that they have pursued in the past and the marketing strategies that they are currently utilizing. After all of the necessary information is gathered, the marketing plan is then developed and presented to the owner.

The marketing plan includes many different strategies, based on what the funeral home is comfortable with and what is most efficient for their location, budget, etc.

Some of the different strategies included in the marketing plan are:

• Walk-in, Call-in
• Work the Files
• Direct Mail
• Seminars
• Focus Groups
• Aftercare
• Community Involvement

The marketing plan also includes a cost/benefit analysis per strategy, along with a page that summarizes the annualized revenue, volume and expenses for the entire plan.

If you would like us to prepare a marketing plan with you, or further discuss your marketing opportunities, please contact us today!

Hill Financial, along with our affiliated insurance companies, provide the following supplies to our clients at no charge.