Bringing you experience and a product portfolio to meet your financial objectives and marketing needs.
Financial Analysis | Marketing Support | Active Programs
The Premier Difference
FINANCIAL ANALYSIS – NO COST, NO OBLIGATION
Are you “making” or “losing” money?
Premier Planning can provide your firm with an individually customized comprehensive financial analysis that compares your current preneed program with other programs available in the market today. Through our financial analysis we will help you determine exactly which product, or blend of products, is best suited for your business and your families. Our focus will be on designing and developing a total preneed program that maximizes your comprehensive position, while minimizing the probability of future shortfalls.
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 or you and the community you serve.
MARKETING PLANS YOU CAN USE
Is your plan easy to use and simple to manage?
In today’s increasingly competitive marketplace we recognize that your future market share depends on the success of your preneed marketing eﬀorts today. Premier Planning will develop a customized, measurable marketing plan through our team of dedicated marketing and industry professionals to ensure your program meets and exceeds your goals. Our customers have come to expect the following from our marketing plans:
- Increased sales volumes and inbound inquiries
- Measurable success
- Seamless administrative performance
ACTIVE PRENEED AGENTS / COUNSELORS
Do you want to expand your market share with an active program?
It’s all about people. With our decades of experience in the preneed space, our recruiting, training and placing practices for qualiﬁed agents have only become more eﬀective. Not only can we provide the standard, in-house agent, but we also have resources to provide outside counselors aimed at increasing market share and future revenue. A few of the beneﬁts our recruitment can provide are:
- Licensed, qualiﬁed and eﬀective sales agents
- Increased market share and expanded business footprint
- Continual education for agents and internal staﬀ
Working together to ﬁnd the right mix of products, marketing and analysis. Learn about our product offerings:
Our Team Of Experts
Premier Marketing recognizes the importance of continued communication and support in becoming your business partner. Our team will keep you informed on industry trends, product changes and the progress of your preneed program toward the goals of your ﬁrm. In addition, we will also provide you and your team with licensing support, continued education and state reporting requirements.
YOUR CONSULTANTS IN THE FIELD:
Jeﬀ Wright, Vice President – Preneed
With more than a dozen years of experience in preneed, Jeﬀ has held senior management positions with Preneed IMOs, as well as being President at Southland National Insurance Company.
Ed Patschke, Senior Advisor – Preneed
Ed founded Advance Planning Services, LLP, in 2004. Prior to organizing Advance Planning Services, Ed served for over thirty years in various senior management positions with the SECURA Companies (SECURA Life & SECURA Investments) and later with NGL.
Adam Land, Regional Sales Director – Preneed
Adam has a passion for the funeral industry rooted in his family’s preneed background and is driven by the growth and positive results in the funeral homes he serves.
Amanda Buch, Regional Sales Manager – Preneed
Amanda brings more than 10 years of experience as a preneed counselor. Her experience in the funeral home gives her great insight to bridge the gap between preneed and at need business.
Andy Weninger, Regional Sales Manager – Preneed
Andy’s preneed background reaches back to 1997 where he sold Preneed for four funeral homes. Andy brings a wealth of experience in the Preneed arena. Andy and his wife live in the Milwaukee area.
Ricardo Ibanez, Agent Sales Manager – Preneed
Ricardo is responsible for developing and growing the relationship between Premier Planning Pre-need, Assurant, and Service Corporation International in the pre-need business by hiring, training and executing sales. He has spent the last five years with Assurant Pre-need dedicated to growing the production of insured pre-arranged funerals.
Adrienne Pospisil, Contracting and Licensing
Jenna Crofts, Agent Support