Funeralwise For Agents FAQ

Funeralwise for Agents FAQ

If you’ve recently joined the Funeralwise for Agents Program or are considering joining, you may have a few questions about the program. We’ve gathered the questions we hear most often, along with the answers. If you have a question that isn’t covered below, just let us know by emailing

Who is Funeralwise?

Funeralwise is the authoritative source of funeral-related information for consumers. We specialize in providing funeral planning tools to help the general population plan for what comes next.

In the insurance market, we are known as a third-party marking group and software supplier dedicated to “Powering Your Preneed.” We provide valuable tools for Agents through our Funeralwise for Agents program.

(Learn more about Funeralwise by visiting our website:

What is the Funeralwise for Agents MAX Plan?

The Funeralwise for Agents MAX Plan is a subscription program that provides insurance agents with state-of-the-art tools and features to help them succeed. When you subscribe to the Max Plan, you get access to the following:

–Vibrant back-office capabilities to help you get an edge in the Preneed Insurance Markets.
–The Wise Planning System (a comprehensive online funeral planner) to share with your clients.
–Membership in FEPSA, the Final Expense Planning Specialist Association.
–Cloud capability so that you can access your tools when and where you need them.
–Comprehensive training to help you get the most from your resources.
–Consumer marketing materials and educational guides for your clients.
–Real-time proprietary quoting tools.
–World-class marketing resources for funeral homes.

These resources supplement those of your agency to give you an edge in the preplanning market and help you reach and surpass your goals.

What is FEPSA?

FEPSA, the Final Expense Planning Specialist Association, is the country’s only non-profit organization to grant a final expense planning professional designation – FEPS®. As a member of FEPSA, you’ll get access to exclusive tools that can give you a competitive advantage, help you get and convert leads, and win every time. FEPSA is committed to the continual improvement of the final expense planning profession and its members’ professional development.

FEPSA provides you with free access to essential legal documents, access to industry certification, free continuing education credits, and more.

We have partnered with FEPSA in order to give members of the program the best of the best when it comes to planning and selling tools.

Visit the FEPSA website.

How much does the Funeralwise for Agents Max Plan cost?

For qualified agents, the Funeralwise Max Plan is available for the low cost of $25 per month. This is 50% less than the standard subscription plan. Those who prefer to pay annually receive an additional 20% discount ($240 per year total cost).

Visit to subscribe.

What do you get with the Max Plan?

When you subscribe to the Max Plan, you’ll get access to a wide range of selling, planning, and training resources, including:

–The Funeralwise for Agents Advisor Dashboard to access all resources and manage client relationships.
–A listing in the Funeralwise and FEPSA Advisor Directory Listings.
–Full use of the Wise Planning System “Complete Plan” for your clients (a $79.95 value per client).
–Our proprietary Preneed Insurance Quoter.
–Our Final Expense Insurance Quoter (a $25/month value).
–The Funeralwise series of Word to the Wise Guides for your clients.
–The comprehensive Funeralwise Funeral Planning e-book for your clients (a $29.95 value)
–The Funeralwise After Me Organizer for your clients (at a 50% discount). [coming soon]
–Access to the Funeralwise Academy Self-Paced Training University.
–Lead Generation Opportunities.
–Access to a CRM System for nurturing and closing lead opportunities.
–Marketing resources for funeral homes.
–FEPSA membership, including Rocket Lawyer (a $480/year value).
–Access to FEPS® Certification.
–Discount on the NFDA’s Certified Preplanning Consultant certification program.
–Continuing Education Credits.

What happens if my subscription lapses?

If your subscription lapses, we will send you a reminder. Unfortunately, you will also lose access to the resources that are included in the plan. Don’t worry, though; we’ll send you a reminder before we turn off your benefits.

Do I have to subscribe?

You absolutely do not have to subscribe. However, with a subscription, you will not have access to all the benefits of the system.

How Quickly are my benefits activated?

Subscribing to the Max Plan will activate your advisor dashboard within an hour or two. For other benefits like Rocket Lawyer, it may take up to 24 hours.

How do I enroll?

Enrolling in the Max Plan is easy. Click on this link and follow the steps.

What happens if I have questions?

If you have any questions about the Funeralwise for Agents Program or the Max Plan, send us an email at—

How Much Will Your Funeral Cost? Try Our QuickPlan to Find Out.