The Crisis Prevention Counselor Presentation Training For Funeral Directors, Medicare Care Agents

Crisis Prevention: The Funeral Director’s Complete Guide to Confident Pre-Need Presentations

Video Description:
Unlock a system that transforms hesitant families into prepared clients. This video is your essential training guide to mastering the "Crisis Prevention" presentation for both one-on-one and group settings. Learn the proven framework that builds trust, creates urgency, and helps families see pre-planning not as a sales pitch, but as an act of love and protection.

📁 RESOURCE DOWNLOAD: The complete PowerPoint presentation featured in this training is available for our certified agents. Contact us for access.

In This Training, You Will Master The "C.P.R." Method for Family Presentations:

1) CONNECT & CONCERN (The Introduction)
Learn how to open with empathy, not pressure. We’ll teach you how to frame your role as a Crisis Preventer, not just a funeral arranger. Share relatable stories that demonstrate the painful, preventable crises families face when they are unprepared.

2) PROBE & PAINT (The Vital Questions & The Time Machine)
This is the core of overcoming sales resistance. We break down the "Emotional Time Machine" technique:

Past: "Think of a loss in your family. Who handled everything? Was it difficult?"

Future: "If you weren't here tomorrow, would your family know your wishes? Would they have $10k-$35k? Would they agree?"

Present: "The good news is, we have time today to prevent that crisis."
You’ll learn to guide clients through this journey to reveal the Three Pillars of Prevention: Documented Wishes, Pre-Funded Plans, and an Assigned Responsible Person.

3) RESOLVE & REASSURE (The Solution & Benefits)
Move from problem to solution with confidence. Learn to clearly and simply articulate the 5 State-Regulated Benefits that make pre-planning a powerful decision:

Price Freeze: Costs are locked for life.

Inflation Protection: The program covers cost increases.

Fund Security: Money is held securely in insurance; it's portable.

Flexible Funding: Up to 10 years to pay.

Balance Forgiveness: If a premature death occurs, the remaining balance is covered.

We simplify the legal essentials into one powerful line about the Essential Triad: The DPOA (handles assets), Living Will (can save your life), and Last Will (preserves family unity).

🎯 BONUS TRAINING SECTIONS:

The 4 "Room Temperatures" of Clients: Learn to instantly identify if a client is Hot (Ready), Warm (Curious), Cool (Needs Convincing), or Cold (Lacks the 3 R's: Receptiveness, Resources, or Roots) and tailor your approach.

Breaking Through Barriers: Direct strategies to overcome mistrust, hesitation, and the "no urgency" objection.

Service Selection Simplified: How to guide the uncertain client to a complete, flexible plan without overwhelm.

Who This Is For:

Funeral Directors expanding into pre-need sales.

Pre-Need Agents seeking a more consultative, impactful approach.

Anyone who wants to help families before a crisis strikes, turning a difficult conversation into a gift of peace of mind.

Presented by John Frank-Ruiz, Crisis Prevention Counselor.
Equip yourself with the tools to serve families better and grow your practice with confidence.

🔔 Subscribe for more training on effective presentation skills, lead generation for senior communities, and advanced consultative techniques.

📞 Interested in bringing this presentation to your organization or becoming a certified agent?
Contact: John Frank-Ruiz | Semper Honoris Life, Corp.
Phone: (858) 888-5261
Email: [email protected]

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#DPOA #LivingWill #EstatePlanning #FamilyProtection