Resources
Announcements
PreNeed and Perpetual Care Trusts can be complicated and what you don't know can hurt you. It's our promise to keep you informed with all the latest developments, trends, and legislation. What we know, you'll know. Please check out the FSI Digital Brochure explaining the different services we offer. [Digital Brochure]
Jack Hirsch will serve as FSI's new president.Jack brings over 20 years of financial experience to this role, including expertise in regulatory reporting, trust services, and asset management. His leadership will undoubtedly contribute to FSI's continued growth and success. .
Michael Faherty will serve as FSI's new Executive Vice President of Client Relations, blending Faherty's current role with Argent Financial Group. In his blended role, Faherty will seek opportunities to bring the benefits of both companies to existing and future clients. .
Congratulations on Your Retirement, Paul White! After more than 50 years in the deathcare profession, Paul White has announced his retirement. His years of leadership have helped grow FSI to where we are today. To celebrate, we sat down with Paul to reflect on his career and hear about what's in store for his well-deserved retirement. .
With decades of experience in the administration and recordkeeping of funeral and cemetery trusts and preneed programs, FSI and WRW Legal will share their secret to generating additional preneed sales for your business: vision setting. Reserve your spot today at the 2023 Technology Think Tank Conference during April 19-20, 2023 in Celebration, Florida..
A recently passed Florida Senate amendment has changed how preneed contract proceeds should be deposited into trust, accounting for the scenario that a contract is purchased when a beneficiary’s death is imminent. The amendment takes effect July 1, 2021.
FSI to Speak at the Funeral Service Business Plan Conference
This December, Bill Williams and Wendy Russell Wiener will speak at Kates-Boylston's Funeral Service Business Plan Conference. Their presentation will focus on the due diligence necessary for an effective transaction whether for the buyer or seller of a business.
Thank You, Final Responders
Thank you, Final Responders, for taking care of our country's loved ones during this challenging time. Please know that you are appreciated. Made available by the ICCFA Educational Foundation, this video attempts to put into words how much we value your care and attention to families.
To help you serve families who are uncomfortable visiting your firm to make arrangements, FSI has created several solutions to send and process contracts electronically. Learn more in this recent letter.
In case you missed it, FCCFA recently announced a new workers' compensation benefit for its members through a partnership with Travelers Insurance. The program provides FCCFA members with an estimated 20% discount on their workers' compensation premium regardless of losses during the policy period.
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