In a commissioned survey by Forethought Financial, 80 percent of people over 30 think pre-planning their final arrangements is a good idea.
One major obstacle is who to trust. In these turbulent times trust and wise money management are a pressing issue.
Legacy Funeral Planning has earned Myers Mortuary’s trust and admiration for their integrity and service. Their counselors have worked with ten Northern Utah mortuaries including Myers for over a quarter of a century.
In offering Forethought and Homesteader’s Life as their insurance products Legacy has picked two of the best. Homesteaders has been in business for over a century, meaning they have seen the best of times and the worst of times.
On their website they acknowledge; “through it all - World War I, the flu epidemic of 1919 and the "Crash of '29" - Homesteaders paid every claim without a single additional assessment or increase in premium to its members. These early tests of our resolve became a benchmark of the tradition of strength that exists yet today.”
Working with companies that cover so many funeral homes (Homesteaders works with 3000 funeral homes) is an advantage. Katie King Brockman, a Legacy counselor said, “I had a client who purchased his plan in Ogden but later lived in Nashville, Tenn. It took one phone call to locate fifteen local mortuaries that would honor his plan. Transferring is not a problem.” Legacy has been nationally known for its excellence in service. Five of their counselors have achieved the “Circle of Excellence” award, a national award for the best funeral counselors.
Brad Allen, part of Legacy’s management and a funeral counselor, has been recognized as an expert on funeral plans and Medicaid. He even attended a conference with State officials to share his expertise.
Legacy can explain how prepaid funeral plans qualify as a Medicaid spenddown and may protect some assets from the monetary devastation of a nursing home. They know that preplanning now is an inflation hedge to lock in today’s prices.
This kind of expertise is invaluable and show Legacy’s commitment to their clients. Legacy goes the extra mile too by delivering memorial tributes, funeral CD’s and offering many aftercare community services.
Legacy earns Myers trust each day not by mere words but by their actions.
