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Dan Isard

By: Dan Isard

Preneed Investing – Finance 101


There is no one answer to the question of how to best invest preneed monies. But the first step should be to determine your purpose for offering preneed. If growth is not the biggest reason in your choosing a preneed vendor, then figure out what that factor is. In some cases, the only goal is to put new business on the books. I get that. I  understand that that is a compelling purpose to preneed.

Preneed Investing- Finance 101 – June 2015



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