Finance Partners

Every few months American Funeral Director magazine reaches out to our finance partners to answer your most pressing questions. Below are the profiles of our current finance partners and experts.

Have a finance question or concern you want answered? 
Click here, and take a minute to share it with us so we can include it in one of our upcoming issues.

The Bancorp is nationally recognized for its ability to set new standards in financial services and payments innovation. The Bancorp Bank, The Bancorp’s FDIC-insured financial institution, is recognized as a National Preferred SBA Lender. Our Small Business Lending team offers more than 100 years of combined experience; it comprises a full- service, small to middle-market commercial loan originations group specializing in business loans and franchise financing through programs available from the U.S. Small Business Administration (SBA) and the U.S. Department of Agriculture (USDA).

National portfolio lender of SBA/USDA loan programs: 

  • Succession Planning
  • Refinance existing debt and real estate
  • Business acquisition and expansion
  • Expert assistance through the entire process 

Cooperative Funeral Fund is a Preneed and Cemetery Care Fund Management Company founded on integrity and doing right by the customer.  CFF believes taking one burden off your shoulders allows you to focus on serving your community. SEC registered, CFF manages investment, accounting, compliance, payout, and provides attentive customer service. With no start-up costs or account minimums, CFF offers personalized agreement forms and accommodates payment plans.  Account information is available 24/7 online and claims are simple, quick, and available for direct deposit. Incorporated in 1989, CFF services over 1,000 clients and manages over $500 million in assets.

Express Funeral Funding is the FASTEST. EASIEST.® and largest privately heldinsurance assignment funding company in the nation. We eliminate the challenges of working with insurance companies by limiting administration, providing immediate payment and advancing complete policy funds. Since 2002 we’ve been providing funeral homes and cemeteries nationwide, the FASTEST. EASIEST.® administration of life insurance assignments.


firstbanksba.com
847-477-7546

First Bank has been a leading small business lender for over 80 years. We are committed to providing thoughtful financial solutions, personalized service and honest lending to funeral home owners across the country. As a leading funeral home lender, we focus on succession financing, refinance solutions, funeral home expansions, construction and acquisitions. The First Bank SBA team is proud to serve the funeral industry with the skilled funeral expertise needed to provide the most competitive and appropriate loan solutions.

For more information contact Stephanie Castagnier Dunn at 847-477-7546, sdunn@firstbanksba.com

 

www.fsitrust.com
800-749-1340

Funeral Services, Inc. (FSI) is the leading trust administrator and record-keeping company with 35 years experience in the death care industry.  Our itrust administration technology offers funeral homes, cemeteries, associations and financial institutions innovative solutions for preneed and perpetual care trusts.  With our approach, you'll have the power to increase efficiencies, achieve deeper clarity of the value of your assets, and possess the knowledge to make better business decisions.

Our web-based administration solution is simple and user-friendly, giving point-and-click access to all the details of your trust, 24/7.  All backed by unparalleled customer service and personal support. Assistance is just a phone call away.  With FSI, you can be confident that every aspect of your trust program is taken care of so you can focus on your business.

At The Foresight Companies, we are passionate about the funeral and cemetery profession. Our boutique business and financial consulting firm has a singular focus; our client’s success. From Accounting, Strategic Business Analysis, Valuations, Merger/Acquisitions, Human Resources, Accounts Receivable Management to Surveys, we understand the business of doing business. Our team of experts have over 35 years of experience in helping funeral and cemetery owners and managers navigate transactions and increase operating efficiency and profitability.

Johnson Consulting Group, already known for its on-staff team of funeral and cemetery industry experts, provides services for all life cycle phases of a funeral business, including business brokering (buy/sell), business valuations (appraisals), management consulting, business performance improvement, incentive programs, financial accounting, training, lending and its Performance Tracker customer survey and sales analysis program (www.JCGPerformanceTracker.com).

Live Oak Bank’s mission is to create an unprecedented banking experience for small business owners nationwide. With a focus on service and efficiency, Live Oak is not your traditional bank. Each team specializes in one industry allowing us to truly understand the unique needs each client faces. We focus on creating lasting relationships with our customers to help them achieve their goals. At Live Oak, we provide financing solutions to funeral home and cemetery owners nationwide. Beginning in 2012 with funeral home lending and later expanding to funeral and cemetery trust services, we are dedicated to helping funeral professionals succeed.