Complete Story


Your Most Common Master Trust Questions, Answered!

Laura Dempsey
Director of Preneed Operations
Ohio Funeral Directors Association

Scott Serafin
UBS Financial, The 770 Group

Paul vonSchoeler
Administrative Systems, Inc.

This presentation will answer commonly asked questions related to the OFDA Master Trust. Laura, Scott and Paul will address questions related to proper contract completion, emphasizing how it ensures compliance with Ohio Preneed Law (4717.31-4717.41) and consumer protection. Requirements of the Automated Reporting Preneed Payment System (ARPPS) will also be reviewed, along with a breakdown of the different submission roles.

In addition, an overview of the Master Trust’s Managed Account and investment structure will be provided to address common questions related to the security of the Trust’s investment portfolio. You will walk away with an understanding of why the investment performance constructs a solid program foundation with proven financial benefit for Ohio funeral home operations. You'll also gain insight on how to maximize your funeral home's portfolio investment through the utilization of Trust products.

1 CE Hour

Click Here for Speaker Bios

Printer-Friendly Version