Details
 

March 24, 2022
9:00-9:30AM

Understanding Preneed

Online Registration is Open!

OFDA Webinar

Register Here!

Price:

Member rate: $0.00
Potential Member: $25.00

Continuing Education:

.5 CE, Mandatory Topic Preneed

Summary:

This presentation will provide an overview of Ohio Preneed Law (4717.31-4717.38), discuss the requirements of the Automated Reporting Preneed Payment System (ARPPS), explain why proper contract completion ensures compliance, and provide insight on how to maximize a preneed portfolio investment.

In addition, this presentation will also discuss key contract disclosures; disclosures from OFDA Master Trust contracts will be used as a primary example, which will allow presenter to review and the advantages of using a trust-funded product and the importance of using an established and reputable preneed product. Attendees will be provided information on how to perform the necessary due diligence to protect itself.

Presenter:

Laura Dempsey
OFDA Director of Preneed Trust Operations

Laura Dempsey 2016

Printer-Friendly Version


2022-03-24 09:00:00 2022-03-24 09:30:00 America/Detroit Understanding Preneed Register Here! Price: Member rate: $0.00Potential Member: $25.00 Continuing Education: .5 CE, Mandatory Topic Preneed Summary: This presentation will provide an overview of Ohio Preneed Law (4717.31-4717.38), discuss the requirements of the Automated Reporting Preneed Payment System (ARPPS), explain why proper contract completion ensures compliance, and provide insight on how to maximize a preneed portfolio investment. In addition, this presentation will also discuss key contract disclosures; disclosures from OFDA Master Trust contracts will be used as a primary example, which will allow presenter to review and the advantages of using a trust-funded product and the importance of using an established and reputable preneed product. Attendees will be provided information on how to perform the necessary due diligence to protect itself. Presenter: Laura DempseyOFDA Director of Preneed Trust Operations OFDA Webinar