What should be issued if a client requests information about maintaining a preneed arrangement?

When a client seeks information about maintaining a preneed arrangement, providing a General Price List along with preneed disclosure questions and answers is essential. This comprehensive approach ensures that the client receives detailed and clear information regarding the costs involved in preneed arrangements, as well as their rights and obligations.

The General Price List offers transparency about the services and products available, including their corresponding prices. This transparency is crucial as it empowers clients to make informed decisions regarding their preneed arrangements. Additionally, the preneed disclosure questions and answers address common concerns and inquiries potential clients may have, offering clarity about the contractual aspects of preneed agreements, any interest that may accrue, and the implications of choosing specific plans or services.

This combination of documentation creates an informative framework that allows clients to fully understand their preneed arrangements, ensuring they feel secure and knowledgeable about their decisions regarding future funeral services. Providing only a verbal explanation would lack the necessary detail and documentation that clients may need for reference. Similarly, merely outlining costs or offering general guidelines would not adequately cover the complexity of preneed arrangements, making the comprehensive approach the best practice in this scenario.