Capstone Retirement Group

  • Funeral Services

Help Protect Your Assets! If you haven’t set aside fund for your funeral, now is the perfect time to start. There are many reasons to set aside funds for a funeral and final expenses. With funeral expenses on the rise, prefunding will help with the total cost in the end.

Why Prefund? Protect Your Loved Ones By making funding plan in advance, you avoid placing a financial burden on your family and friends.

Peace of Mind – Take comfort in knowing that your funeral expenses are taken care of.

Exempt Asset – The policy may be considered an excluded asset in order to qualify for Medicaid and Supplemental Security Income (SSI).

Fund Value Increases Over Time – When you set aside funds in advance, as in a single pay or multi pay plan, the death benefit increases at a predictable growth rate, just like a savings account.

Prepay Your Funeral – One of the ways you may be able to prevent some of your assets from counting against you for your Medicaid qualification is to prepay your funeral. You can do this by purchasing an insurance policy specifically designed to cover these types of final expenses.

This policy will then be irrevocably assigned to either a funeral provided, or a trust that will hold the money and pay it out to whoever provides funeral services.

Capstone Retirement Group Also Offers:

  • Medicaid Eligibility
  • Denial Solutions
  • Application and Submission
  • Burial Trusts
  • Asset Preservation Capstone Retirement Group

If you haven’t set aside funds for your funeral … Now is the perfect time to start.