Kates-Boylston Publications – Webinar
The U.S. Economy After the Great Recession: What Lies Ahead for Funeral Professionals
  Sponsored by Physicians Mutual and moderated by Kates-Boylston Publications, this webinar will provide you with insights about where the economy is headed and what you can do to capitalize on the recovery.

You will be provided with the tools to determine what's best for your business without giving in to pessimistic expectations. Guaranteed to be thought provoking and informative, this webinar will challenge your assumptions about the economy. You’ll learn how:

  • The economy works and what it all means for your business
  • Insurance companies invest money to help your funeral home over time
  • Investments work hand-in-hand with pre-need product pricing


David Morton, co-head of Alternatives Research, is also a founder and partner of Rocaton Investment Advisors where he co-leads the research effort for credit related strategies, real estate and global liquid alternatives.

Steven Scanlan, Chartered Financial Analyst with more than 30 years of investment experience and the senior vice president and chief investment officer of Physicians Mutual.

Brice Ballard, vice president and product manager at Physicians Mutual with more than 15 years of product development, pricing and management experience will provide an actuary's perspective of pre-need product management.

Download Now!

(We recommend listening to the webinar through Internet Explorer to avoid installing plug-ins.)



Physicians Mutual

Physicians Mutual Insurance Company and Physicians Life Insurance Company are members of the Physicians Mutual family. Physicians Mutual partnered with The Outlook Group to offer a pre-need-funding program called Advanced Funding Solutions. The Company is a nationally known insurance provider respected for its dedication to customers. Together, the companies have nearly $3 billion in assets and consistently maintain some of the highest financial strength ratings in the nation from independent insurance analysts, including A.M. Best Company and Weiss Ratings. Learn more.


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