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BENEFITS

A Modern Pre-Need Platform

Independent oversight and clear reporting show how your pre-need accounts are managed and help keep control with your funeral home.

Purpose-Built for Funeral Homes
A platform built for today’s funeral home operations.
Transparent Fees
1.5%* of the assets under management.

*Please see important disclosure information below.
Institutional Investing
Investment management with independent fiduciary oversight through RBC Trust and RBC Rochdale.
Real-Time Insights
Actionable metrics on performance and inflation help keep you in control.
Turnkey Marketing
Lead generation with nurture campaigns designed to increase pre-need volume.
Integrated Compliance
Documentation, authorizations, and contract retention built into the process.

FAQ

Learn More About PNA

Will PNA Provide a Complimentary Assessment of My Pre-Need Portfolio?

Without charge, PNA will prepare a clear picture of your current pre-need portfolio, including historical returns with an analysis comparing account balances to current at-need costs.

Finally, you will know exactly where you stand.

What Data is Required for an Assessment?
  • Listing of existing pre-need contracts, which we can assist in compiling.
  • Most recent pre-need account statements.
  • Current GPL and merchandise pricing

A member of our team can work with you on-site to gather as needed.

Will PNA Assist With the Transfer of my Existing Portfolio?

Yes. our experienced experts are able to lead and coordinate the transfer process.

Please note that insurance-funded contracts are not transferable.

This website is a publication of PreNeed Advisory, LLC (“PNA”), which is a registered investment adviser in the state of California with a primary business location in Newport Beach, California. Not all services will be appropriate or necessary for all clients, and the potential value and benefits of the adviser’s services will vary based on each client’s investment and financial circumstances. Specialized services or levels of experience should not be construed as a guarantee of client satisfaction or any particular outcome. Past performance does not guarantee future results. There can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by PNA) will be profitable or equal to any historical performance level. All investing involves risk, including the risk of loss.