Effective Trust Fund Management
April 21, 2022 @ 2:00 pm EDT
Please join expert Jim Breaux, Senior Vice President at Argent Trust Company, as he discusses best practices for Trust Fund Management. Upon completion of the webinar, attendees will be able to measure compliance of state law concerning trust agreements, contracts, and state reporting. Attendees will also have a better understanding of how to monitor their investments, and answer the question: are you really benefitting from Pre-Need? Jim will walk attendees through the steps necessary to analyze their pre-need programs and gage if their pre-need contracts are increasing their revenue per call. Sharpen your pencils and check the batteries in your calculator… you’re not going to want to miss this webinar!