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.
Turn a Stall into a Sale
https://vimeo.com/1121761185/5d968ee158?share=copy Ivana Deal knows the house always wins when you play your cards right. In this short video, she reveals practical strategies for handling those tricky client stalls and turning them into closed sales.
National Guardian Life
https://vimeo.com/1120995213/316c20d02f?share=copy What happens when Rob Heins, Regional Vice President from National Guardian Life, trades his suit for sequins? You get an Elvis impersonation like you’ve never seen before! Click play, catch the King in action!
How to Get More Referrals
https://vimeo.com/1120702156/80a249cdac?share=copy Looking for more ways to fill your pipeline? Our very own Betty Odds is here to show you how to stack the deck in your favor by getting more referrals and being more referrable. Don’t leave this one up to chance—hit...
I Need to Talk to My Kids
https://vimeo.com/1119663643/b86c595883?share=copy Step right up to the table—our resident high-roller, Max Betts, is here with another winning strategy. In this round, he takes on one of the most common objections you’ll face at the table… and shows you how to stack...
How to Fill Your Calendar
https://vimeo.com/1118957706/f31c0e6630?share=copy Sometimes the cards just don’t fall the way you want them to. A no-show here, a cancellation there—it happens to everyone. The difference between getting stuck with a cold hand and keeping your momentum is how you...
The Results Are In!
https://vimeo.com/1118004079/b298a25e66?share=copy The energy was high, and you all delivered! During the Lucky Sevens NAB, Advance Funeral Planners worked hard to fill calendars with meaningful appointments—and it shows. In this video, we’re highlighting the Top 7...
Physicians Mutual Spotlight
https://vimeo.com/1116301608/ba2b3e32fd?share=copy “What happens in Vegas… doesn’t always stay in Vegas.” Physicians Mutual put their own spin on the iconic comedy The Hangover—and they’re bringing that same energy to The Big Deal. We’re grateful to have them as...
That Wraps Up the NAB
A huge thank you to all of our Advance Funeral Planners for your hard work during the Lucky Sevens NAB! Your dedication and energy in scheduling appointments made this blitz a massive success! Our reporting team is now hard at work validating the numbers to ensure...
NAB is TODAY!
https://vimeo.com/1116903485/42a112ea87?share=copy Today’s the day to bring your A-game and stack those appointments: Here's a link to the leaderboard to track your progress: LINK Top 7 appointment setters will each win a $100 Visa gift card plus a Lucky Sevens NAB...
We’re LIVE!
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.
2024 Precoa Escapes Reveal
Join us right now at escape.precoa.com as we reveal the location of our 2024 Precoa Escapes Destination!