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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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    Ed Bowling

    Owner, Satisfice Solutions,LLC

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