Welcome to the Certified Final Expense Advisors Association (CFEAA)
The CFEAA is the country’s only non-profit organization that grants a final expense planning professional designation – FEPS®. Becoming a member of the CFEAA and earning this professional mark conveys your expertise and credibility giving you a competitive edge in the Final Expense market. The CFEAA membership gives you more benefits and tools than any other professional association.
Announcing An Online Customized Final Expense Planning System Exclusively For MembersOpen a draft of the plan – some format changes will be made this week. Look closely at page 5 & 6
CFEAA members now have an exclusive advisor section on Funeralwise.com.
Funeralwise.com has taken online funeral planning technology to the next level and has delivered an avisor based planner built exclusively for members of the CFEAA. This new generation funeral planner makes it easier than ever for members of the CFEAA to collaborate with their customers to create the funeral or memorial service their customers will want at a price they can afford.
The new planning system offers an advisor based approach to funeral planning. The advisor can control the entire process or invite their customers to collaborate with and update their funeral plans so final wishes are handled the way they want them to be handled. This online planner and CRM is included in your CFEAA membership.
Among the planning system’s features are:
1) Detailed ceremony planning options.
2) The ability to choose a Plan Guardian to take care of your wishes.
3) Real-time cost estimates for your funeral plan selections.
4) A “Time Capsule” feature to store personal information for eulogies, obituaries, or estate planning.
5) A search directory of funeral homes, cremation services, and cemeteries.
New! Funeralwise.com now features a locator exclusively for CFEAA members.
The additional benefits of being a member
FREE CE Credits
FREE Continuing Education Credits to maintain your resident state insurance license
A personalized landing page on AgentReview.net so clients can find you
SAGE Tuition Rewards
Earn “guaranteed minimum scholarships” for you and your clients
Unlimited use of a complete legal documents library for your clients and you
A free final expense, term, guaranteed universal life, and return of premium quoting engine for your tablet, phone, and computer
Errors & Omissions
Special low-cost Errors & Omissions created for Certified Final Expense Advisors Association members
Best in class member Tools.
No other professional association offers more tools for its members to succeed!
Professionals Earn More Income
WHY BEING A FEPS® MATTERS
A FINRA study found that 46% of older investors were more likely to accept financial guidance from someone with a professional designation. Your professionalism is needed.
Long-term goals are the cornerstone of any successful final expense strategy. Most plans fail because the consumer does not plan with the “end” in mind. Your vision is needed.
The CFEAA supplies the tools to bring order and clarity in a professional and respectful way. A FEPS® will be trained in the “best practices” of the final expense industry.
The single most important key to successfully learning how to serve the public properly is to stay educated. Knowledge gained through continual education and ongoing commitment to your profession is the key to great service.
Wouldn’t a Diploma like this one look great in your office?
The FEPS® professional will be armed with the latest presentation methodologies that help the customer reach their goals in a clear and concise manner. As a FEPS® you will lead with your professional planning.
40% of the population is completely uninsured. The type of value that can be brought by a professional who diligently combs the market for the best possible solution after a planning engagement would help fill the un and under-insured gap. Your diligence is needed.