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Wisconsin Medicare Insurance

Top Reasons to Start a Funeral Trust

Total funeral costs often total $8,000 to $10,000 and can exceed $15,000 when a grave marker and cemetery property is included. Planning for this event is no different than planning for a wedding or college expenses.

  1. Your peace of mind: Planning for your funeral expenses means that there’s one less concern for your surviving loved ones to fret over.
  2. Payment flexibility: If you have the money to set aside now, a single-payment insurance plan is available, or you can purchase a level-payment plan to build the fund over time.
  3. The fund appreciates: If you set aside the money in a single-payment plan, your death benefit increases at a predictable growth rate, to help with inflation. Plus, those benefits are not taxable.
  4. Excluded from Medicaid and Supplemental Security Income (SSI) qualifications: An irrevocable funeral trust is not considered an asset in determining eligibility for Medicaid and SSI.
  5. Left-over funds are not lost: After paying for funeral costs, any additional funds become part of your estate or are turned over to your beneficiaries.
  6. 45 Day "Free Look": After establishing a funeral trust, you have 45 days to cancel the plan FOR ANY REASON and receive a full refund.
  7. Funeral arrangements can be made at any funeral home that your family chooses, wherever they live. Bills are sent directly to the insurance company, leaving your family free to take care of other matters.

People of any age from 6 months to 99 are eligible to sign up for a funeral trust, and there are even more reasons why they're a good choice for any age. Contact us to find out how easy it is to get started with a Wisconsin Funeral Trust.

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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