Integrity Preneed Training
Mr. Jack
Instructor, Preneed Marketing
31 Lessons
Preneed Foundation
Use this module when you're ready to build your Preneed and industry knowledge.
Purpose: Understand what Preneed is, why families choose it, and how it compares to other options.
By the end of this module, you'll build a strong foundation in Preneed knowledge. These trainings will help you clearly explain funeral options, position Preneed as a meaningful choice, and show families how planning ahead brings peace of mind and financial security.
Prospecting & Lead Generation
Use this module when you're ready to grow your pipeline and find more families to serve.
Purpose: Learn how to consistently create new opportunities.
By the end of this module, you'll learn how to consistently create new opportunities. From prospecting and referrals to social media and community presence, you'll have the tools to keep your pipeline full and families to serve.
Appointment Setting & Aftercare
Use this module when you're ready to strengthen your appointment-setting skills and re-engage with past families.
Purpose: Structure meaningful appointments and re-engage past families.
By the end of this module, you'll gain confidence booking stronger appointments and reconnecting with families after services. Professional scripting and aftercare approaches help you turn contacts into conversations that matter.
Sales Conversations that Move Families
Use this module when you're ready to sharpen your communication skills and close with confidence.
Purpose: Learn how to guide families from small talk to meaningful decisions.
By the end of this module, you'll sharpen your communication skills to move families from hesitation to peace of mind. Learning how to ask powerful questions, shift conversations, handle objections gracefully, and close with confidence by connecting emotionally and logically.
Funding Product Knowledge
Use this module when you're ready to deepen your product expertise and present funding options with confidence.
Purpose: Gain clarity on Global Atlantic funding products and how to present them.
By the end of this module, you'll be able to explain Global Atlantic's Preneed funding options confidently, walk families through the options, and explain how the products help families have convenient payment terms and lock in today's pricing.
Success Essentials & Habits
Use this module when you are ready to strengthen your daily practices and mindset.
Purpose: Build the mindset and practices that sustain long-term success.
By the end of this module, you will develop daily habits that drive consistency, motivation, and resilience. These essentials help you maintain momentum and build a thriving Preneed career.
Personal well-being and performance
Use this module when you're ready to focus on yourself so you can serve families at your best.
Purpose: Your health, energy, and mindset have a direct impact on how well you serve families.
The Energy Bus By the end of this module, you'll see that by taking care of yourself, you'll show up with greater energy, empathy, and focus. Self-care ensures you bring your best to every family conversation.
