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Home Professional Guidance & Resources Preneed & Sales

Trust vs. Insurance: What’s Right for You?

CDFuneralNews by CDFuneralNews
July 29, 2025
in Preneed & Sales, Professional Guidance & Resources
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CANA Symposium Debate
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Wendy Russell Wiener, Bill Williams and The Great Debate at the 2025 CANA Symposium

WHEELING, IL— Imagine you decide to create a preneed sales program—or perhaps your preneed sales platform needs an overhaul. Where do you start? Wendy Russell Wiener and Bill Williams help you tackle step one: whether to sell insurance funded preneed or trust funded preneed. Join them as they take the stage for the Cremation Association of North America’s (CANA) 2025 Symposium. What you learn might surprise you!

What funding method should you offer your clients: trust or insurance? Which is easier to administer? Which is easier for your clients? Which will make you more money now? Which will make you more money overall? How do you know what’s best for your firm? Wendy Russell Wiener, Chair of the Regulatory department for Funeral Services, Inc. and Managing Member of WRW Legal, PLLC, and Bill Williams, Jr., LFD and Former President/CEO of Funeral Services, Inc., bring a point-by-point discussion to The Great Debate: Trust vs Insurance to highlight what is important when choosing a funding method.

“The preneed trust-insurance debate is more pertinent than in years past given the recent economic climate,” explains Bill. “Stubborn inflation is increasing operating costs and, if not held in check, could impact the expense of delivering merchandise and services when a contract turns at need. Funeral directors are searching for ways to protect operating margins, and trust contracts are appealing because they hold the potential for returns that outpace the cost of doing business.” Their session is designed to give the preneed seller the tools it needs to determine, or confirm, what’s right for that seller.

But it doesn’t stop there. CANA’s Symposium is packed with sessions designed to get you thinking about what furthers your business success:

How can you have it all? Join Wendy Russell Wiener and Bill Williams at CANA’s 2025 Cremation Symposium and discover what’s right for your business. Register now and head to the Paris Las Vegas Hotel and Casino this February 26-28, 2025: cremationassociation.org/success.

About CANA

Founded in 1913, the Cremation Association of North America (CANA) is an international organization of over 3,700 members, composed of funeral homes, cemeteries, crematories, industry suppliers, and consultants. CANA members believe that cremation is preparation for memorialization.

CDFuneralNews
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The Connecting Directors newsroom. Reporting on the people, businesses and ideas shaping funeral service.

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