Future Financial Resource Group
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Wisconsin Medicare Insurance

Fast Facts about Irrevocable Funeral Trusts

  • Can be issued to anyone up to age 99.
  • Guaranteed issue for those with health issues (Full death benefit in the third year) or Immediate Whole Life options available.
  • Single premium or payment plans available.
  • Only one health question to answer for Immediate Benefit plans.
  • Exempt from nursing home bills, hospital bills and other creditors.
  • Exempt from Medicaid "spend-down" rules since it's not considered a "countable asset".
  • Funeral Trust assets are sheltered from probate.

At Future Financial Resource Group, we know that informed choices (and smart planning) are the keys to reducing costs for our clients and helping them achieve peace-of-mind for their futures. Funeral trusts are one part of that equation. We hope you've enjoyed this FFRG EXPLAINS series on Funeral Trusts. Call us for help.

Medicare Supplement Insurance Plan Disclosures

Neither Future Financial Resource Group nor the Medicare Supplement insurance policies it sells are connected with or endorsed by the U.S. government or the federal Medicare program.

Plans may be available to persons eligible for Medicare by reason of disability. All plans may not be available in your state/area. Call to receive complete information including benefits, costs, eligibility, requirements, exclusions and limitations.

This is a solicitation of insurance. An agent my contact you.

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Phone: 262-243-4600 · Fax: 262-243-4610 · Email: info@ffrg.net

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