``Remember`` Planning Guide
Referral Program

``Remember`` Planning Guide
NGL’s “Remember” Planning Guide serves as the cornerstone of Pinnacle’s proven sales presentation. This high-quality, vivid-color, multi-page guide helps families document end-of-life wishes and funeral arrangements, creating awareness while generating warm leads for producers. The funeral home retains this vital information as a professional, no-cost family record in individualized folders.

Referral Program
A structured referral program utilizing positive, ethical sales techniques. On top of traditional referral means, we have designed tools to facilitate obtaining quality contacts. Short presentations along with counselor evaluation surveys help generate high-quality referrals and drive strong conversion rates. Previous records prove that this tool provides the second highest rate of sales conversion.
Seminars
Lasting Care

Seminars
Educational seminars inform families about pre-arranged funerals, cremation versus traditional services, shared funding options, and consumer rights. This helps in building trust between participants and presenters while offering an opportunity for participants to learn and make informed decisions.

Lasting Care
Pinnacle’s Lasting Care Program builds meaningful relationships by supporting families through grief and encouraging future planning. Powered by Full-Circle Aftercare, it supports families beyond interment and can be enhanced through Pinnacle’s Signature Guestbook partnership.
Mailers
Family Protection

Mailers
Pinnacle offers various, time-tested, direct mail programs to client funeral homes, tailored to target markets based on age, geography, ethnic background and other unique proposition tools. Pinnacle manages ordering, lead distribution, and agent training with a proprietary pre-approach mail system.

Family Protection
Provided at no additional charge with all policies, this benefit protects policy holders from financial burden of a loved one’s death. The benefit covers children through great-grandchildren (ages 1-18) of the insured, including stepchildren and step-descendants.
Memorial Bookmarks
Remembrance Purchasing Group

Memorial Bookmarks
Pinnacle Funeral Partners bookmark program is a unique lead generation resource to producers. This low-cost tool utilizes the funeral home’s online obituary to design custom bookmarks to memorialize the deceased.

Remembrance Purchasing Group
This purchasing group helps independently owned funeral homes increase profitability through group pricing and incentive programs. Visit our website at www.FuneralHomeGroup.com to see our preferred vendors. Together, we are stronger!

We are a solutions driven organization dedicated to helping you successfully promote your funeral home, building customer loyalty, helping you with succession planning and increasing both your pre-need and at-need market share.

