Can a licensee solicit preneed through in-person communication with potential clients?

The regulation surrounding soliciting preneed services through in-person communication is designed to protect consumers and ensure ethical conduct within the profession. Prohibition of solicitation in this manner often stems from concerns regarding the emotional state of individuals being approached, especially in relation to sensitive topics like funeral planning.

When a licensee approaches potential clients in person without a prior established relationship, it can be seen as intrusive or exploitative, particularly during vulnerable times. This understanding underscores why in-person solicitation is not allowed. By preventing such actions, the regulatory framework intends to maintain a standard of respect and dignity for individuals considering these services, ensuring that they make decisions in a comfortable and considered manner.

This prohibition supports a professional environment where potential clients can seek services at their own pace and based on their needs rather than feeling pressured into making quick decisions due to unsolicited approaches.