Subscribe to our mailing list


* indicates required

Resources

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.

August 2017
At this point, you've probably heard about how the Unitrust Distribution Method can help grow your trusts, but if it's not legally available to use in your state, what do you do? See how you can take steps to adopt unitrust–which has provided up to a 37 percent annual increase in funds–in your state by reading Bill Williams' and Wendy Wiener's story in the latest issue of ICCFA Magazine.
Read More
August 2017
One day, you walk into your office and find a regulatory audit letter. What do you do next?

For many licensees, a notice from the state that a regulatory audit is coming up strikes fear in the heart. . .but it doesn't have to be that way. FSI President & CEO Bill Williams & Wendy Wiener, Esq., partner at Broad & Cassel, explain in the latest issue of American Funeral Director.
Read More
August 2017
Death care business owners have a lot of tasks to address and not enough hours in the day to complete them. While you're working hard to accomplish those tasks and goals, you may think you're consistently following the law and staying within ethical boundaries. But, the reality is there are hundreds of rules and regulations and, every now and then, you may overlook a few. This oversight can potentially put your business at legal and financial risk.

FSI President & CEO Bill Williams & Wendy Wiener, Esq., partner at Broad & Cassel, discuss little-known regulations that all industry professionals should be aware of in the latest issue of The Director.
Read More
July 2017



July 2017
PRISM is FSI's innovative online platform on FSITrust.com that puts you in complete control of your trust accounts.  The new PRISM platform offers many features to help you integrate, secure, manage and sustain your business.  To help you fully understand the benefits of those offerings, FSI created a comprehensive document that outlines how PRISM can save you time and money, and also offer all-inclusive access to your trust accounts around-the-clock.
Read More
May 2017
Over the last several years, technology has shaped how we communicate, do business, and live every aspect of our daily lives.  But how should technology impact the death care profession?  FSI's Paul White explains in the May/June issue of Funeral Business Advisor.
Read More
April 2017
FSI publishes its 2017 second quarter eNewletter.
Read more
February 2017
FSI's collaboration with Live Oak Bank, Roosevelt Investment Group, and Broad and Cassel has officially launched!  American Funeral Director published an exclusive story in its February issue to introduce the collaboration and explain how it provides a powerful, convenient trust solution to funeral home and cemetery owners.
Read More
February 2017
Funeral Services, Inc. is pleased to announce a collaboration with Live Oak Bank, Roosevelt Investments and Broad and Cassel to offer funeral home and cemetery owners a best in-class trust solution.  This non-exclusive partnership brings together the strengths of a trustee, recordkeeper, investment manager and attorney to provide death care professionals with a simplified trust management solution.
Learn more here
January 2017
FSI's Bill Williams was featured in January's edition of ICCFA Magazine discussing the importance of building a strong trust team.  With the Super Bowl around the corner, Bill breaks down the complexities of a trust team using a football analogy to show how each "player" plays an important role.  Curious what role FSI plays on the field of trust management?
Read more
January 2017
FSI publishes its 2017 first quarter eNewletter.
Read more
November 2016
FSI presents "Unitrusts: Advancing Perpetual Care Financial Strategies" about the Unitrust model and how it can positively impact your bottom line.

View a copy of the webinar here.
October 2016
In Funeral Business Advisor's recent cover story, "Funeral Services, Inc.: A Trusted Business Partner for Preneed and Perpetual Care Trusts", FSI's Bill Williams and Paul White discuss how innovative trust solutions help funeral directors and cemeterians remain focused strictly on their businesses.  The article also talks about the firm's history as well as all of the services and benefits FSI provides to its clients.
Read the full article here.
October 2016
FSI publishes its 2016 fourth quarter eNewletter.
Read more
July 2016
FSI publishes its 2016 third quarter eNewletter.
Read more
June 2016
Maintaining perpetual care property as an attractive and safe environment for generations to come, even after every burial space is occupied, is a financial burden every perpetual care cemetery carries.  The question arises: How do perpetual care cemetery owners continue to fund the ongoing maintenance and upkeep of properties like this into the foreseeable and unforeseeable future?

There is a solution, Unitrusts.  This white paper offers death care professionals a comprehensive look at the Unitrust distribution method, new to perpetual care, including an explanation of the financial impact and implementation of the financial technique.
Read the full article here.
April 2016
Paul White, Vice President of Client Development and Marketing, shares his expertise in the article, "آœPreneed Funding Options: Insurance, Trust or Hybrid" featured in the April issue of Southern Funeral Director.  Read the article to learn how to select a preneed funding option that will maximize your business' success, today and tomorrow.
Read the full article here.
May 2016
In the article, "How to Get the Best Returns from Your Preneed Trust Fund Investment", Jim Atwood, FSI board member and CEO of Infinity Management Advisors talks about the relationship between the investment strategy of your preneed trust, cash flow and trust performance.  The investment strategy of your preneed trust can significantly impact your business.  This financial column will help you better understand trust investment strategies, their impact on cash flow, key indicators of investment performance and provide you with important questions to ask your financial advisor regarding your preneed trust.
Read the full article here.
April 2016
FSI publishes its 2016 second quarter eNewletter.
Read more
March 2016
Florida's recent adoption of the unitrust distribution method for perpetual care cemeteries could mean new business opportunities for trust organizations statewide.  In the article, "Death care industry adopts estate planning techniques, yielding new opportunities for trust organizations", Jim Atwood, President and CEO of Infinity Management Advisors and FSI board member, shared his insight into the new legislation, perpetual care and the opportunity for trust organization to provide expertise to the evolving death care industry.  Read the full article featured in the Association of Trust Organizations 2016 Q1 newsletter on page 4.
Read the full article here.
March 2016
FSI is no stranger to utilizing the latest technology in the death care industry, so its no surprise Bill Williams, president of FSI, was invited to participate in the Technology Roundtable for the March issue of American Funeral Director. This piece offers insight from Bill and Zachary Garbow, co-founder of Funeral Innovations, on how to use technology to efficiently and effectively run your business, the risk of security breaches, how to assess your technology needs and much more.
Read the full article here.
February 2016
The Winter issue of The Chronicle features FSI in its Affinity Partner Spotlight. Often times we are asked, "What exactly does FSI do?" - the spotlight not only answers the question but dives into who we are and how we serve our clients.  We are a proud member of the Florida Cemetery, Cremation and Funeral Association, and believe industry relationships are essential to our success.
Read more
January 2016
Most trust organizations have a business model that revolves around a primary target market of clientele. In the article, "Providing trust services to a niche industry", Jim Atwood, President and CEO of Infinity Management Advisors, LLC and FSI board member, shares a few basic principles that can help business owners consider a niche market as a viable growth strategy for your business.  The article, found on page 5, was shared in the Association of Trust Organizations 2015 Q4 newsletter.
Read more
January 4, 2016
FSI publishes its 2016 first quarter eNewletter.  This issue includes a note from FSI President and CEO W.H. "Bill" Williams, news of ICCFA's Wide World of Sales Conference, an update on new legislation that could bring unitrusts to Florida, a link to our on-demand webinar and information on upcoming events.
Read more
November 2015
This program was designed to help you navigate the next steps after you have a new preneed contract in-hand.  Knowing how to evaluate your trust program will keep you from veering off course and will help you effectively navigate a successful preneed program.  To listen to the audio of the webinar, click here.
Read more  [Download Seminar Audio]
November 2015
Funeral services and products have changed dramatically in the last several years. In the article, "Updating Preneed Clients: An Opportunity Hiding in Your Filing Cabinet", Paul White, vice president of client development and marketing at FSI, discusses the hidden business opportunities you may find with existing preneed clients.
Read more
November 2015
It's no secret that preneed trusts are complicated.  In this article, "Four Questions to Ask Your Trustee",آ Jim Atwood, board member at FSI, gives you important questions to ask to ensure you are dealing with a trustee that can handle your trusts responsibly and work in your best interests.
Read more
October 13, 2015
Bill Williams, FSI president and CEO, and Jim Atwood, CEO of Infinity Management Advisors, LLC will host a free webinar with Kates-Boylston Publications Thursday, Oct. 29 at 3 p.m. EST.  The webinar, "The Life of a Preneed Contract: Avoiding Roadblocks and Charting the Path to a Successful Preneed Trust Program".  This webinar evaluates a solid, successful trust program - when a customer dies and everything works out well, and a preneed trust program that leaves a funeral home frustrated.

Attendees will learn to:
• Identify circumstances that derail a preneed trust program from success
• Measure how your trust program using simple tools and methods
• Establish and maintain a solid, productive relationship with those managing a preneed trust program including trustees, investment managers, administrators, record-keepers and others

To register, visit kateboylston.com
October 1, 2015
Bill Williams, FSI president and CEO, was recently spotlighted in the October issue of the American Funeral Director magazine.  In the article, ‘How Fate Caught Up with W.H. "Bill" Williams’, Bill shares stories and lessons learns throughout his career from funeral director to president and CEO of FSI, a preneed and perpetual care trust administration and record keeping firm.
Read more
October 1, 2015
FSI publishes its 2015 fourth quarter eNewletter. This issue includes a note from FSI President and CEO W.H. "Bill" Williams, FSI at the NFDA Convention, Oct. 18-21, Kates-Boylston webinar, Oct. 29, CemSites partnership, ATO Annual Meeting, Sept. 27-29 and other newsworthy items.
Read more
August 24, 2015
FSI is proud to announce its partnership with CemSites, a cemetery management technology company, which offers death care professionals a range of customizable solutions for perpetual care trust and cemetery management.
Read more
August 2015
In the August 2015 issue of The Director, Bill Williams, FSI president and CEO, explains how to equip your staff with the knowledge and resources necessary to successfully and properly manage a preneed program.
Read more
July 30, 2015
The way you market preneed programs can be vitally important to the future success and long-term viability of your funeral home or cemetery.  But exactly what kind of preneed program are you operating? How ambitious are your efforts?  And should you make changes?  This white paper offers death care professionals with a methodology for accurately assessing passive, active and competitive preneed programs.  This white paper will explain how to assess your current program with those three categories in mind.
Download the full white paper here
July 9, 2015
FSI publishes its 2015 third quarter eNewletter. This issue includes a note from FSI President and CEO W.H. "Bill" Williams, an article on Financial Fitness from Infinity Management Advisors and FSI board member Jim Atwood and other newsworthy items.
Read more
May 4, 2015
Jim Atwood, CEO of Infinity Management Advisors, published an article on how to measure and improve the financial stability and fitness of a business.  In this article, Atwood details a multitude of factors that should be monitored or could improve the success of a business.
Read more
April 1, 2015
FSI publishes its third eNewletter. The issue includes a letter from FSI President and CEO W.H. "Bill" Williams and an article about the top three frequently asked questions about preneed marketing by Paul White, vice president of client development and marketing. Read these features and learn where to find FSI at the upcoming ICCFA International Convention & Exposition.
Download the eNewsletter here
January 6, 2015
Golden Considerations, one of the largest independent funeral insurance and trust organizations in the country, is pleased to announce that FSI will provide administration and recordkeeping services for the company's new preneed trust program.  The trust program, now available to funeral homes in Connecticut, Massachusetts, Ohio and Pennsylvania, features the FSI eContract and online recordkeeping software.
Read more
January 6, 2015
This white paper discusses the importance of transparency and verification of financial information when operating preneed and perpetual-care trusts.  This paper outlines three elements key to achieving success and full legal compliance: SSAE 16 standards, policies and procedures for earnings allocation and reconciliation of trusts and contracts.  Following this discussion, this paper offers convenient checklists to help death care professionals assess the risks and liabilities of preneed and perpetual-care trusts.
Download the full white paper here
December 4, 2014
Download the third white paper in a series that examines the elements essential to building a solid preneed and perpetual care trust. A well-defined IPS, regularly reviewed and updated when necessary, helps to ensure the seamless functioning and proper operation of a trust.
Download the full white paper here
November 3, 2014
Download the second white paper in a series that examines how to build and operate a preneed and perpetual care trust that helps ensure financial health and stability as well as regulatory compliance.  This month's white paper explains the importance of reporting and an analyzing the fair market value of a trust and preneed contracts.
Download the full white paper here
October 1, 2014
Download the first white paper in a series that examines how to build and operate a preneed and perpetual care trust that helps ensure financial health and stability as well as regulatory compliance.  This month's white paper explains the importance of segregating duties, mapping out the players, their roles and their responsibilities.
Download the full white paper here
September 5, 2014
On October 1, FSI will launch an online resource center to expand industry knowledge of preneed and perpetual care programs and advance best practices. This new tool features quarterly e-newsletters, white papers, articles and other informative materials.
Read more
July/August 2014
Jim Atwood, CEO of Infinity Management Advisors (IMA) and FSI board member, shares how regulators and death care professionals in three states work together to help ensure the financial health of cemeteries.
Read more
CFDA Annual Convention, June 30 - July 1, 2014
FSI is proud to exhibit at this year's California Funeral Directors Association Annual Convention taking place in San Diego, Calif.  Please stop by and visit us at booth number 13.
Read more
IFDA 134th Annual Convention, June 23-25, 2014
Funeral Services Inc. is a proud sponsor of the Illinois Funeral Directors Association's 134th Annual Convention.  FSI was one of more than 70 exhibitors at the annual event taking place in Tinley Park, Ill. In addition to the exhibition, the convention includes four separate networking events and educational opportunities.
Read more
May 6, 2014
In the May 2014 issue of American Cemetery, FSI Vice President of Client Development Paul White discusses common obstacles and provides tips for improving advance sales.
Read more
May 6, 2014
John Williams, FSI board member, licensed funeral director and owner of Farley Funeral Homes and Crematory in Florida, explains how he applies his prior experience as a Certified Public Accountant to his current business.  In the May 2014 issue of American Funeral Director, Williams discusses how he uses preneed record-keeping data to measure, evaluate, and develop preneed marketing and sales strategies.
Read more
April 21, 2014
FSI will offer a free webinar about preneed and perpetual care programs to funeral service professionals.  The webinar, "Understanding Your Preneed and Perpetual Care Programs: What You Need To Know About Investments, Risks And Consumers", takes place June 12 at 2 p.m. EST.
Register today to learn how you preneed and perpetual care program can add value to your bottom line.
Read more
February 24, 2014
Paul White, FSI Vice President and LFD, discusses how to integrate technology into preneed programs.  In the March 2014 issue of The Director, the National Funeral Directors Association magazine, The Director, Paul explains how funeral service professionals can save money, drive sales and enhance marketing efforts when utilizing technology to help manage preneed programs.
Read more
January 6, 2014
In the January 2014 issue of American Cemetery, FSI President and CEO W.H. "Bill" Williams highlights strategies for success and common mistakes when it comes to perpetual care funds.
Read more
January 6, 2014
In the January 2014 issue of American Funeral Director, FSI President and CEO W.H. "Bill" Williams joins other industry executives to discuss guaranteed and nonguaranteed preneed programs.  In this article, Bill outlines five questions funeral service professionals should ask when considering whether to offer guaranteed or nonguaranteed preneed programs.
Read more
December 6, 2014
In the December 2013 issue of American Funeral Director, FSI President and CEO W.H. "Bill" Williams discusses the biggest stories, trends and expectations for the coming year in the preneed sector of the death care industry.
Read more
November 26, 2013
FSI CEO & President Bill Williams has been asked to lead an informational breakout sessions at The International Cemetery, Cremation, and Funeral Association Annual Convention &  Exposition taking place April 8-11, 2014 in Las Vegas, Nev.  In his session @quot;Building a Preneed Program That Supports Your Business Model', Williams will provide information and highlight tools that attendees may use to help build, manage and perfect preneed programs.
Read more
September|October, 2013
In the series, which began running in the May/June 2013 issue of Funeral Business Advisor, FSI President and CEO W.H. "Bill" Williams highlights a hybrid model that offers advantages of both trust and insurance funding for preneed programs.  This is the third article in a three part series titled "Perfecting Preneed Programs."
Read more
September 6, 2013
New application streamlines the preneed contract sales process by generating error-free, professional and compliant contracts that upload directly into PRISM, FSI's proprietary record-keeping system.
Read more
July|August, 2013
In the July/August 2013 issue of Funeral Business Advisor, FSI President and CEO W.H. "Bill" Williams outlines the basics of both trust and insurance funding mechanisms and offers guidance on what funeral service professionals should consider when selecting a program for their firm.  This is the second article in a three part series titled "Perfecting Preneed Programs."
Read more
July 2, 2013
FSI expands its clientele and services by offering a new preneed program for funeral firms in Virginia.
Read more
July 1, 2013
Funeral Business Advisor takes a closer look at what sets FSI apart from other trust administration and record-keeping companies. In the July/August issue, the publication examines how FSI's innovative technology and expertise in regulatory compliance helps funeral directors concentrate on what matters most with serving families, not pushing papers.
Read more
July 1, 2013
In the July 2013 issue of American Funeral Director, Williams provides insight into the future of preneed programs and how to design a trust-funded model that supports business development.
Read more
May|June, 2013
In the May/June 2013 issue of Funeral Business Advisor, FSI President and CEO W.H. "Bill" Williams discusses the importance of analyzing return rates, developing investment strategies and ensuring transparency when managing a successful trust-funded preneed program.  This is the first article in a three part series titled "Perfecting Preneed Programs."
Read more
Funeral Services, Inc.
Powered by FSI