Leon Buchanan

Life insurance assignment verification and funding consultation at a funeral home

September 15, 2026 36 min read

Accepting Life Insurance Assignments at Need: Verification Steps, Assignment Funding Companies, and Covering the Gap

When a family wants to use a death benefit to pay funeral expenses, a life insurance assignment funeral home procedure needs to do more than collect a policy copy and a signature....

Pre-need contract installment payments, trusting, and cancellation refunds

funeral homes September 15, 2026 34 min read

Pre-Need Contracts Paid in Installments: State Trusting Percentages, Payment Scheduling, and Cancellation Refunds

For a funeral home, pre-need funeral installment payments create two schedules at the same time. The family has a payment schedule—perhaps monthly payments over 12, 24, or 36 months—but the funeral home...

Funeral Services April 14, 2026 10 min read

How Funeral Homes Can Offer Payment Options With Care and Clarity

Funeral services take place during some of the most emotionally difficult moments in a person’s life. Therefore, even a simple conversation, especially about funeral home payments, can be extremely taxing for families....

Legal and Consumer Protection September 4, 2025 10 min read

How PCI Compliance Builds Trust in the Funeral Profession

PCI compliance is important within the funeral industry for safeguarding sensitive payment data. Being compliant with PCI DSS standards shows that the funeral home is serious about protecting data and building trust...