September 21, 2020
Published by 
Nicole Vullo on September 21, 2020
Nicole Vullo on September 21, 2020Many funeral home owners are considering opening a discount cremation brand to defend their market share from aggressive competitors. Seems like an obvious idea, but is it the smart thing to do? That depends. On this episode, John T. McQueen, CFSP joins Welton Hong and Ellery Bowker to share his expertise. John, was a successful funeral home operator who simultaneously grew brands at the high and low ends of the market. Click the video below to learn the answers to these three important questions: How to decide if you should (or should not) open a discount cremation business How to avoid cannibalizing your traditional business How to create differentiation between the brands to show value and support pricing
September 1, 2020
Published by Nicole Vullo on September 1, 2020
Nicole Vullo on September 1, 2020Dan Isard, Doug Gober, and Chris Cruger bring long time industry leader to join their team Phoenix, AZ—September 1, 2020 — “We are pleased to announce we have brought on an established industry leader, John T. McQueen, to our ever-growing and dynamic team. The addition of John as our Director of Client Experience allows us to deliver the highest level of knowledge and expertise to our clients,” Dan Isard, the founder and managing partner of The Foresight Companies, recently announced. “John conveys sincerity, confidence and reliability at the highest level. His capabilities and experience in this profession will provide a high level of knowledge to our clients and the entire industry. We couldn’t be more excited to have John on board,” Isard added. “I am excited to be a part of The Foresight Companies and to have the opportunity to […]
August 28, 2020
Published by Nicole Vullo on August 28, 2020
Nicole Vullo on August 28, 2020We are awaiting Congress to pass a new stimulus bill. In the original bill, it appeared that all PPP loans up to $150,000 (and potentially up to $250,000) would be “automatically forgiven.” This meant filing only a confirmation of use/need. As we are still waiting for final guidance, some lenders are telling those with PPP loans of $150,000 or less continue to wait it out. There is no hurry to apply for forgiveness as they are hoping the government will pass legislation that will simplify the forgiveness process for these loans. At this time, if your PPP loan is greater than $150,000 you should reach out to your bank to see if you should submit the forgiveness application. Most companies will be able to use the EZ application. The instructions for the SBA version of the EZ application may be […]
August 26, 2020
Published by Nicole Vullo on August 26, 2020
Nicole Vullo on August 26, 2020Did you know that for 2020, The Coronavirus Aid, Relief, and Economic Security (CARES) Act waives all required minimum distributions (RMDs) from defined contribution retirement accounts, including 401(k), 403(b), or IRA plans? The rules surrounding RMDs can be complicated and can sometimes require a few conversations with your financial advisor to successfully navigate. If you are required to take RMDs the 2020 waiver applies to you regardless of age. This includes those 72 years of age, and those who turned 70.5 if you were born before 7/1/49 but have not taken RMD’s yet. If you already withdrew your RMD for the year, you have until August 31, 2020 to roll the funds back into your retirement account. The CARES Act has made many changes to retirement accounts that may be of benefit to you in 2020. Need help interpreting the […]
August 14, 2020
Published by Nicole Vullo on August 14, 2020
Nicole Vullo on August 14, 2020Before a consumer calls your funeral home they’ve likely done some research on your site, your competitor’s sites and more. What they’re doing is to getting their questions answered, they are arming themselves with as much information as possible, and they’re making a judgement about your value proposition. If you provide the answers, information, and value they are seeking, your phone will start ringing. You have to pass those tests before the consumer will call you. On this episode, Chris Cruger joins Welton Hong and Ellery Bowker to talk about ways to get more consumers dialing your phone. Click the video below to learn these three valuable tips: How to immediately show differentiation online How your website needs to be the guide How to call the consumer to action