Tax Prep - What is 1099?

It’s tax season! Whether you are new to being a 1099 contractor, or you’ve been self-employed your whole career, it’s always a good idea to review what your tax status is and how it works. Advanced Funeral Planners at Precoa are 1099 contractors. You receive a 1099-MISC tax form from Precoa for your previous year’s earnings. IRS.gov has a lot of resources available for 1099 contractors. If you want a basic refresher on how taxes may work for you, check out this PDF: 1099 worksheet_2023.pdf.

Josiah’s OAP Pro Tips

Josiah’s OAP Pro Tips

We reached out to Advance Funeral Planner, Josiah Boriack, to get a few of his tips for success when it comes to Out of Area Protection. Josiah currently has a 74% year-to-date OAP ratio! Check it out to help you score those double points!...

Double Point Pro Tip

Double Point Pro Tip

We reached out to Advance Funeral Planner/Funeral Director, Anaili Hernandez, to get a few of her tips for success when it comes to Out of Area Protection. Anaili currently has a 95% year-to-date OAP ratio! Check it out to help you score those double points!...

NAB Results and Winners

NAB Results and Winners

What a PHENOMENAL National Appointment Blitz! We set a new company record for appointments set and we had some outstanding individual performances. See below for the top 5 appointment setters, who will each be walking away with a $200 Amazon gift card. We've also...

NAB TODAY!

NAB TODAY!

Today's the day! You have the chance at earning some sweet rewards just for setting appointments! Here are the basics: Appointments that you set will count towards your appointment total but they MUST be entered into the CRM before the clock strikes 12:00 AM You do...

Ready to Blitz?

Ready to Blitz?

https://vimeo.com/1046595267/98d185a80e?share=copy Big prizes, big energy, and a chance to shine! Watch the video to learn everything you need to know about our upcoming National Appointment Blitz—dates, rules, and the sweet prizes up for grabs. Let’s make this our...

Tax Prep - What is 1099?

It’s tax season! Whether you are new to being a 1099 contractor, or you’ve been self-employed your whole career, it’s always a good idea to review what your tax status is and how it works. Advanced Funeral Planners at Precoa are 1099 contractors. You receive a 1099-MISC tax form from Precoa for your previous year’s earnings. IRS.gov has a lot of resources available for 1099 contractors. If you want a basic refresher on how taxes may work for you, check out this PDF: 1099 worksheet_2023.pdf.

How to Qualify for Escapes

Did you make it on the Thailand trip? Are you setting your sights on next year’s destination? Make sure you know how to qualify for Precoa Escapes trips, and how to earn points for business between February 1, 2023 and January 31, 2024.

You can earn:

  • One award point for all single pay sales (including EPOs) at age 76 and up and all TIs (+1 bonus point for Home Visits)
  • Two award points for all other sales from national leads (+1 bonus point for Home Visits)
  • Three award points for all other sales from local lead sources (+1 bonus point for Home Visits)
  • 5,000 award points for each OAP membership sold
  • Minus any chargebacks—If you’re charged back dollars, you’ll be charged back the proportionate number of points to match the new policy value. Chargebacks after the qualification deadline will be applied to next year’s incentive trip point total. *Unique rules apply for some funeral homes including Selected Services; please confirm with your manager if you have any questions.

You must earn a minimum of 1,500,000 points by January 31, 2024 to qualify for the trip. Additional points can be used for room upgrades, extra nights, excursions, etc. Rollover points carried over from previous years can be used for upgrades and excursions once the AFP or manager has already qualified.

Reminisce about past Precoa trips here!

2024 Precoa Escapes Reveal

Join us right now at escape.precoa.com as we reveal the location of our 2024 Precoa Escapes Destination!