What must be made available to clients when selling preneed contracts?

When selling preneed contracts, it is essential to provide clients with a written agreement detailing the services included. This requirement ensures that clients clearly understand what is being offered, what is included in the contract, and the terms of the agreement. This document serves as a formal outline of the services and merchandise included in the preneed arrangement, helping to prevent miscommunication and misunderstandings later on.

Providing such detailed written agreements is also important for transparency and consumer protection, enabling clients to make informed decisions about their choices regarding funeral services. It ensures that the client has a tangible record of the commitments made by the funeral service provider.

While other options may try to enhance the sale, they do not fulfill the primary obligation to ensure that clients are fully informed about the specifics of their preneed contracts. A discount may be an incentive, state regulations provide general compliance information, and a brochure could offer additional context or marketing, but none of those are as critical as the written agreement that outlines the specific services included.