Satisfice Solutions
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Advance Planning: Why?

3/10/2015

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Approaching the twilight of a persons life one may very well want to dismiss the thought of passing  to the "great beyond", or embrace practical reasons, in addition to personal feelings on methods to prepare for such an event. When I was offered a position with management company that helped provide education to the employees of funeral homes and the public regarding advance funeral planning, I wondered why the company, and the CEO, in particular, felt I was a good fit. He didn't elaborate on my 20 plus years  insurance experience, management background, "coaching" and enthusiasm, but simply said " you have real life experiences".

You see he knew a few years prior, I had a task of flying back to my home town when my father passed away to make arrangements for his funeral and deal with upset family members, including my mother, on the worst day of our lives. Dad had some life insurance but financial arrangements were a consideration. Because Dad was not an old man for modern mortality expectations, many came to the visitation and funeral to express their condolences. He was a WWII veteran and I did remember he mentioned a request for military honors as provided by our country. All was taken care of well by the assistance of our funeral homes and the CEO previously mentioned, that owned the firm. We had been friends in college and he and his staff were very helpful. As mentioned before, he now had a separate company that provided advance planning training for employees of funeral homes. The education was extended to the public by licensed professionals. By reaching out to  families, an opportunity was available to make funeral arrangements ahead of time. As explained, some people can very well embrace the concept of relieving loved ones from the shocking emotional experience and financial burden inevitable.

Therefore, consider the options available. Seek out someone who has options that may fit your needs. My mother was one that decided she wanted to take advantage of my new found expertise.

She passed away almost 20 years later. We all celebrated her life.

Not any one of us had to focus on tougher decisions she had already made. Financially, it was taken care of by the process of the life insurance trust. Real life, and a celebration for what they brought to all of us. Next, I'll be more specific on the difference between irrevocable life insurance trusts and final expense life insurance as choices.


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Shepard Center Advisory Board Presentation

3/5/2015

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On Wednesday March 4th I gave a presentation to the Shepard Center Advisory Board on general differences in a final expense life insurance policy and an irrevocable funeral trust. The later is usually associated with a sponsored funeral home goods and services agreement and a "planned" funeral service after a discussion with the consumer or the proposed applicants family. The meeting of the advisory board concerns its service to Hamilton County Seniors in Indiana and each member is sometimes asked to present a topic that may be of interest to the board and the community.
I thanked the Advisory Board for their positive comments. Ed Bowling CPC Satisfice Solutions, LLC 317-439-5806
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Satisfice Solutions, LLC Updates Website and offers free service

3/18/2013

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Ed Bowling, CPCU, AIS and Satisfice Solutions, LLC launch new web site.

“Our company wants to respond quickly to consumer’s questions on Safer Money options, NEW insurance protections available, Baby Boomer’s concerns for aging parents and providing hot lines for answer’s to your questions.”

The launch of www.satisficesolutions.com comes after alliance with The Ohlson Group and Safe Money Places* providing extensive information for consumers for retirement income planning. In addition, Satisifice Solutions website provides a means to input basic information by business or individuals to evaluate their needs for risk management, consulting, insurance products, annuities, and advance funeral planning. Ed adds, “we are also a member of Fortune Builder University*, a network to enlightened consumers on the true cost of their money decisions.”

Ed Bowling CPCU, AIS can be contacted at 317-439-5806 or edbowling@satisficesolutions.com.

·        Safe Money Places and Fortune Builder University are separate entities providing services to member affiliates. No warranties are expressed or implied for their services.*


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Capitol station RESIDENTS FIND VALUE IN PRESENTATION

3/5/2013

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Subject: Advance Planning and Elements of Advance Directives (14 attendees) Feb. 12th 2013
Speaker: Ed Bowling, Advance Planner
Event: Free Speakers Bureau Program sponsored by Satisfice Solutions, LLC
Gift: Free Booklet distributed with permission of the Indiana Bar Association “The Law of Aging”(2012 edition)

“You explained the information to the residents very well and used language for them to understand. It was great, and I can tell the residents were very pleased and that goes for me. The use of your personal experiences and thank you for sharing the memory of your mother. I know using your personal experiences and your mother in particular made a huge impact. It allowed us to see how passionate you are about helping our seniors. I could really tell my residents enjoyed themselves. They were very happy and still discussing the importance of future planning in the hallways. A resident said "Ed was such a gentleman". Thanks for all your help and being very polite and compassionate to the residents when explaining and listening to the personal stories of the residents." - Renee'(Capital Station coordinator)
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    Ed Bowling

    Owner, Satisfice Solutions,LLC

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