A Professional Trust that Puts the Power in Your Hands.

In today’s growing digital landscape, deathcare firms must have a strategy for serving their communities virtually to maintain a robust preneed program and investment portfolio.

One opportunity to help enhance sales and service is by participating in an Argent Professional Trust, which allows firms to benefit from diversification of risk and economies of scale that help lower costs, improve transparency and drive performance in a volatile environment.

Key Benefits of Our Preneed Professional Trust Include:

Superior trust and investment management that features:
  • • Dedicated team with a proven track record of successfully creating customized portfolio’s that meet each client’s needs
  • • Competitive fees and transparent pricing on all services
Provides all the administrative tools needed to ensure your success, including:
  • • Pre-approved state trust documents, which are state and FTC compliant preneed contracts and forms
  • • Complete administration, recordkeeping and investment services
Access to deathcare-specific technology, which enables firms to:
  • • Create and process preneed contracts online
  • • Sell preneed contracts on their website
  • • Sign contracts digitally
  • • Offer a variety of payment options to consumers
Online, 24/7 access to your trust accounts and preneed contracts, including its:
  • • Total contract and trust account market value
  • • Transaction history
  • • Contract status down to the line item
  • • Upcoming regulatory deadlines
  • • And more
Assistance during regulatory audits or inspections

 

Argent is proud to partner with Funeral Services, Inc., the nation’s leading deathcare trust administrator and recordkeeper, to empower participants with a wealth of digital tools to serve families who are uncomfortable visiting a facility.

 

  • Interested in learning more?
  • Contact Jim Breaux, SVP, Institutional Services at jbreaux@argenttrust.com or (504) 291-8840, or fill out the contact form below to have Jim contact you.


 

  • Webinar details coming soon.

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