Resources

Subscribe to our mailing list


* indicates required

Articles

PreNeed and Perpetual Care Trusts can be complicated and what you don't know can hurt you.  It's our promise to keep you informed with all the latest developments, trends, and legislation.  What we know, you'll know.  Please check out the FSI Digital Brochure explaining the different services we offer.  [Digital Brochure]

August 2024

Like most areas of your firm's business, your preneed program will benefit from a tune-up to maximize the revenue and income potential of trust assets. For insights on where to start, read Michael Faherty's recent article in American Funeral Director's August issue here

Read More

August 2024

How will tomorrow's Funeral Directors transform their businesses? Between evolutions in technology and consumer preferences, the funeral industry is sure to look considerably different tomorrow than it does today. In a recent issue of FCCFA's The Chronicle magazine, FSI's Bill Williams highlights how Funeral Directors may adapt to shifting winds.

Read More

July 2024

In the July issue of Southern Funeral Director, Bill Williams shares key strategies to increase your firm's preneed sales as cremation rates continue to rise. Although trends show us that consumers are seeking lower-cost options, there are opportunities to drive additional revenue for your firm. To find out how, read more here.

Read More

June 2024

In the June issue of The Director, Bill Williams highlights four ways your firm can benefit from an online storefront. An online storefront should be mutually-beneficial: It helps your firm facilitate a seamless digital purchase process for your customers, and allows your customers to easily find the information they need and complete their purchase on their own terms. Read more for insights on digital storefronts here.

Read More

April 2024

When exploring a funding method for your funeral home's preneed program, you have two choices: trust or insurance. There are pros and cons to both, which FSI's Bill Williams explored in the April issue of Southern Funeral Director. Read more here for insights on which may be the best fit for your firm.

Read More

March 2024

As the number of families opting for cremation continues to rise, there are several ways for cremation providers and cemeteries to leverage the trend for long-term growth. In the March issue of American Cemetery & Cremation, FSI's Paul White reveals three strategies cremation facilities can use to jumpstart their preneed sales. Read more here.

Read More

February 2024

Now more than ever, it's essential to establish and build trust with consumers. One of the best ways to do so is through technology. Smart investments in technology, including providing educational resources and easy access to preneed services, will help individuals see you as a trusted source of information during their time of need. Read more about how you can build consumer trust through technology at FuneralVision.

Read More

January 2024

Looking for ways to enhance revenue generation for your preneed trust program? In the January issue of American Funeral Director, we discuss the impact a robust preneed program can have on your firm's bottom line. Read more here.

Read More

January 2024

We have all heard that it's time for deathcare firms to tap into technology to provide families with the digital resources they need. But where should a funeral home start? In the January issue of Southern Funeral Director, FSI CEO Bill Williams outlines 4 steps to create a strong digital presence that matches what today's consumers are looking for.

Read More

December 2023

In the December issue of American Funeral Director, FSI's Bill Williams and Argent Financial Group's Steve Jackson share financial planning tips to position your funeral home for success. Get insights on how to sell preneed and how to get a better handle on your operating costs and trust fund performance here.

Read More

November 2023

In a column with NFDA's The Director magazine, FSI CEO Bill Williams explains several strategies to maintain or boost preneed sales – ultimately setting up firms with a strong plan to navigate stubborn inflation and low sales volume as we enter 2024.

Read More

October 2023

In the October issue of Memento Mori, FSI's Paul White and WRW Legal's Wendy Russell Wiener, Esq. discuss travel protection: what it is, how its regulated and the future of travel protection agreements. Dive into the in's and out's here.

Read More

July 2023

How Do You Measure Business Growth: In the July issue of Memento Mori, FSI CEO Bill Williams answers the age-old question: how do you measure success for your firm? Read more for an in-depth look at key performance indicators your firm should be tracking.

Read More

July 2023

More States Need to Permit Unitrusts: Unitrusts are an essential resource to assist in funding cemetery and cemetery garden maintenance, but only 17 states permit their use. FSI CEO Bill Williams and WRW Legal Managing Member Wendy Russell Wiener explain why more states need to get on board with unitrust, and how cemeteries can benefit from this resource.

Read More

July 2023

Why Preneed Programs are a Must for Developing a Long-term Strategic Plan for Funeral Homes and Cemeteries: When conducting your strategic plan, don't overlook a preneed program. Read more for guidance on how preneed programs influence business valuations.

Read More

June 2023

Too many cemeteries struggle with the problem of funding forever upkeep of their properties. Luckily, there is help available in the 17 states which permit a solution called a total return trust, or unitrust. To learn the in's and out's of how this solution works and how to adopt the model for your cemetery, read more from Bill Williams and Wendy Russell Wiener in FuneralVision.org.

Read More

May 2023

In the May issue of Funeral Home & Cemetery News, FSI CEO Bill Williams explores ways that firms can invest in technology to improve efficiencies during a recession. While it's natural to want to pull back when revenues are down and inflation is up, firms are smart to make strategic investments that will ultimately improve their bottom line.

Read More

April 2023

In the April issue of Southern Funeral Director, FSI President Bill Williams shares the best kept secret to increase preneed sales: inspiration funds. By offering inspiration funds, consumers benefit from end-of-life celebration flexibility and funeral homes capture revenue that may have otherwise been lost.

Read More

March 2023

In the March issue of The Director magazine, FSI's Paul White explains the power of a new trend: inspiration funds. And how the funds can help increase sales of nontraditional services. Learn more about this new revenue-generating idea here.

Read More

February 2023

In the February issue of Memento Mori, FSI CEO Bill Williams discusses digital customer journeys for funeral homes. Equipping decision makers with the actionable steps needed to have a strong online presence, Bill breaks down the process into an achievable strategy.

Read More

January 2023

The new year is upon us, so now is an ideal time to review your pre-need trust program to make sure it is operating – administratively and financially – at peak performance. Read more from experts at FSI and Argent Financial Group in the January issue of American Funeral Director.

Read More

November 2022

In the November issue of The Director, FSI CEO Bill Williams shares practical knowledge of how funeral directors can better serve families and their bottom line. Through the use of new technology, we can keep up with the vast changes in consumer preferences.

Read More

November 2022

FSI, the leading deathcare trust administrator for preneed and perpetual care trusts, announced that it has been acquired by Argent Financial Group, a leading deathcare trustee and fiduciary wealth management group. What does this mean for the deathcare industry?

Read More

October 2022

In the October issue of Memento Mori, FSI General Counsel Wendy Russell Wiener discusses how deathcare firms can avoid litigation with proper identification of the dead, one of the most common issues in disciplinary civil cases. With Wendy’s insights, your business can avoid this issue and its legal repercussions.

Read More

September 2022

In the September issue of Southern Funeral Director, FSI CEO Bill Williams discusses ways funeral home directors can leverage proven strategies from the hospitality industry to improve celebration of life service opportunities.

Read More

July 2022

Bill Williams explores how adopting today’s digital tools can lessen the cost of rising inflation while providing families with superior service during their time of need.

Read More

April 2022

It’s no longer a question of if inflation will continue to increase, but how much, which means funeral businesses will need to aggressively manage expenses while looking for ways to boost revenue. Fortunately, we have a strategy you can implement to navigate inflation through single-pay preneed. Read more from FSI’s Paul White in Southern Funeral Director’s April issue.

Read More
February 2022

In the first quarter issue of The Cremationist of North America, FSI CEO Bill Williams and WRW Legal’s Wendy Russell Wiener examine three ways crematories can grow revenue as cremation rates rise. From leveraging technology to re-examining Preneed to adding new services, the article walks readers through actionable steps to grow their business.

Read More

February 2022

In the February issue of Memento Mori, FSI’s Senior Vice President of Client Development and Marketing, Paul White, provides guidance on growth strategies for 2022. For funeral homes and cemeteries, many choices exist to grow their businesses in the long term and even increase existing investments – if they know where to look. Read more for guidance to grow your business in 2022.

Read More

January 2022

As consumers increasingly turn to cremation over burial, the deathcare industry has an opportunity to explore proactive tools to maintain – and even grow – returns. In this article with The Director, FSI CEO Bill Williams explore a strategic path forward.

Read More

October 2021

Deathcare establishments that have their forms regularly reviewed can spend less time managing forms and more time serving their families and communities.  In the latest issue of ICCFA Magazine, Memento Mori, WRW Legal’s Wendy Russell Wiener highlights how updating documents can be a simple step to improve compliance.

Read More

October 2021

Tech and digital tools are a dynamic ally for deathcare firms investing in growth through acquisitions and consolidation. In the latest issue of America Funeral Director, FSI’s President and CEO, Bill Williams, offers three ways to help deathcare professionals improve the management of preneed trusts and sales programs for multi-location operations.  

Read More

September 2021

The pandemic has taught deathcare professionals several lessons on how embracing technology can better help serve families in need. In the latest issue of Catholic Cemetery Magazine, FSI’s Senior Vice President of Client Development and Marketing, Paul White, focuses on three ways that an increased digital approach can support the assistance Catholic cemeteries
are providing to their communities.

Read More

August 2021

In the latest issue of American Funeral Director magazine, FSI’s Bill Williams and WRW Legal’s Wendy Russell Wiener joined Oregon Funeral Directors Association leaders Wally Ordeman and Marc Lund in an in-depth Q&A about how FSI’s technology is helping OFDA members.

Read More

July 2021

Today’s new technology can help state associations improve their Frontline and back-office employees are the heart and soul of every successful funeral home or cemetery, but do they have the necessary digital tools to provide first-class service to your families? In the July issue of The Director, FSI President & CEO Bill Williams highlights three ways to enhance employee job satisfaction and company culture through effective trust and sales program administration and technology.

Read More


July 2021

Today’s new technology can help state associations improve their recordkeeping and administration. In the Oregon Funeral Directors Association’s (OFDA) recent newsletter, Bill Williams discusses how OFDA members can utilize FSI’s technology, including our tools that allow professionals to generate and sign mathematically error-free, compliant preneed contracts digitally and manage an entire trust program and its contracts in one location, 24/7.

Read More


May 2021

More audits and inspections are expected to be scheduled throughout 2021 as the industry begins to overcome the peak challenges of the pandemic. In the latest issue of ICCFA's magazine, Memento Mori, Bill Williams and WRW Legal’s Wendy Russell Wiener provide insight into how improving your internal controls and procedures can enhance administrative and financial operations.

Read More


March 2021

Accelerating the integration of new digital tools can help deathcare professionals better serve their families. In the latest issue of the Chronicle, the quarterly magazine of the Florida Cemetery Cremation and Funeral Association, Bill Williams discusses four ways deathcare professionals can use digital technology to enhance interaction.

Read More


November 2020

You have a preneed sales program or are starting a new one. What funding method should you offer your clients: trust or insurance? Bill Williams and Wendy Russell Wiener, Esq. break down both options in the latest issue of ICCFA Magazine.

Read More


September 2020

It's likely you are serving families digitally more than ever due to the coronavirus pandemic, which means your company data may be at risk. In the latest issue of Funeral Service Insider, Bill Williams provides six tips on how funeral directors and cemeterians can protect their company's confidential data from cyber criminals.

Read More

August 2020

Unclaimed property laws reunite individuals and businesses with funds that were unintentionally abandoned or not acknowledged. However, when applied to deathcare, issues related to money owed to a firm arise. Wendy Russell Wiener and Bill Williams explain and offer a better solution in the latest issue of ICCFA Magazine.  

Read More

June 2020

Now more than ever, deathcare firms must find ways to integrate technology into their time-tested practices – a small change in philosophy that can help you better serve families and provide greater sustainability both during and after COVID-19. Learn more in Bill Williams’ op-ed that was published in Memorial Business Journal.

Read More

June 2020

Deathcare professionals are under immense pressure in today's landscape to serve families and communities that are experiencing overwhelming loss during the COVID-19 pandemic. To help serve those who may be uncomfortable visiting a facility at this time, Palms West Funeral Home and Crematory utilized FSI's eContract and eRemote software to enable staff and families to seamlessly execute and process preneed contracts digitally. Learn more in the latest issue from Funeral Service Insider.

Read More

April 2020

Wendy Russell Wiener, Esq., a deathcare regulatory attorney and FSI's current general counsel, recently formed her own boutique law firm to serve the deathcare profession. American Funeral Director interviewed Wendy and profiled her new firm in its latest issue.

Read More

April 2020

In the April issue of American Funeral Director, FSI and WRW Legal break down the necessities during the process of acquiring and consolidating several funeral homes and cemeteries at once. These necessities include how proper (or improper) records consolidation as well as the legal process can impact your bottom line.

Read More

January 2020

In its issue featuring female leaders in the deathcare profession, Meiko Whitfield answered questions from The Director on her 30 years serving the industry. As the second female VP in FSI’s history, Meiko has helped grow FSI’s operations from its headquarters in Florida to nearly half of the states across the U.S.

Read More

November 2019

In the November issue of American Funeral Director, FSI President and CEO Bill Williams offers insight for business leaders on financial savings for a “rainy day.”

Read More

November 2019

Data breaches are becoming less avoidable in today’s society - even the largest corporations like Equifax fall victim to such breaches. FSI President and CEO Bill Williams shares a few lessons that can be learned from the Equifax Breach and best practices for funeral and cemetery owners and operators to take to avoid a potential data breach.

Read More

November 2019

According to Smartsheet, more than 40 percent of employees spend at least a quarter of their workweek on manual and repetitive tasks, such as data collection and data entry. FSI’s Vice President of Client Development and Marketing, Paul White, and FSI’s General Counsel, Wendy Russell Wiener, Esq. share their insights in the November issue of ICCFA Magazine on how automation can lead to efficiency and compliance in your preneed sales.

Read More

November 2019

Strategic mergers and acquisitions can serve as one of the most significant means of growth for a deathcare business. But, more than 83% of them fail. FSI and other industry experts shared insights in the November issue of The Director to help you ensure your next deal is successful.

Read More

October 2019

In the October issue of American Cemetery, FSI President and CEO Bill Williams shares his insight on what the future holds for the unitrust distribution method on the 10 year anniversary of unitrust being enacted in the deathcare profession.

Read More

October 2019

FSI’s Vice President of Client Development and Marketing, Paul White, shares in the October issue of The Director why it is time to rethink the traditional funeral service to attract today’s consumers, while still maintaining a sustainable and successful business model.

Read More

October 2019

Ask Paul White, a Licensed Funeral Director and Vice President of Client Development and Marketing for Funeral Services Inc., how he found his way into funeral service and you're likely to hear, “It started with my hands wrapped around the handle of a lawnmower.”.

Read More

July 2019

While each state has various unclaimed property laws that differ from one another, the operation of those laws for PreNeed trust funds is not entirely appropriate, putting trustees and licensees in an impossible position. Read more from Wendy Russell Wiener, General Counsel of FSI and Partner at Nelson Mullins Broad & Cassel, in this month's edition of The Director.

Read More

April 2019

April is known as National Records and Information Management Month, which exists to emphasize the critical importance of keeping the books of your business properly reconciled, organized and secure. To kick off the month, FSI President and CEO Bill Williams shares best practices for recordkeeping that can help automate workflow, enhance efficiency and keep you out of regulatory hot water.

Read More

March 2019

Each day, firms that utilize FSI as a servicing agent mail FSI transmittal reports and checks for processing. So long as those mailings are received by FSI within the timeframe set out in law for deposit of funds to trust, the deposits are made and are considered timely. However, the delay resulting from use of “snail” mail can be detrimental to you from a regulatory and compliance perspective. Wendy Russell Wiener, general counsel of FSI and partner at Nelson Mullins Broad & Cassel, shares insight on how online submission of transmittal reports equals compliance for your sales programs.

Read More

March 2019

In the latest issue of Catholic Cemetery Magazine, FSI President and CEO Bill Williams and Wendy Wiener, Esq. of Nelson Mullins Broad & Cassel provide an in–depth look at the unitrust model – a trust distribution method that focuses on increasing the trust’s total value and creating a higher annual return.

Read More

Doing Business Securely in the Cloud: Pie in the Sky, or a Proven Practice?

January 2019

FSI President and CEO Bill Williams shares insight on doing business in the Cloud and how it represents a giant step into the future of business..

Read More

January 2019
With nearly four decades of experience in every aspect of the funeral service profession, including ownership and management of funeral homes and cemeteries, Bill Williams, President and CEO of Funeral Services Inc., has seen firsthand how dramatically the landscape of deathcare has changed. He was interviewed by ICCFA Magazine to share his perspective on the many strides the deathcare profession has made over the years. Read the full spotlight article here.
Read More
December 2018
In many ways, your trust program drives the success of your business and, if properly maintained and preserved, sustains your firm into perpetuity. All funeral directors and cemeterians should understand and adopt several practices to help preserve their futures – some that may be intimidating and overwhelming. To help get you started, FSI and Argent Financial Institutional Services share five key actions in American Funeral Director that can help you make meaningful progress in a relatively short period of time.
Read More
November 2018
When it comes to protecting your preneed or perpetual care trusts, you may be making a key mistake that you don't even know about. This mistake can hurt the stability of your trusts, lead to serious legal consequences, and you may ultimately lose everything you've worked for. Bill Williams, FSI president & CEO, and Wendy Russell Wiener, partner at Nelson Mullins Broad & Cassel, LLP, share how to keep your trust out of trouble in a recent webinar.
Watch Here
October 2018
In a world of lower interest rates and a growing economy, mergers and acquisitions are rising in popularity for many in the deathcare industry. But just because M&A is an attractive option doesn't necessarily mean it is a walk in the park. FSI President & CEO Bill Williams explains in the October issue of American Funeral Director.
Read More
September 2018
Selling PreNeed services online is an emerging trend that will only continue to increase over the next five years and give you a significant competitive advantage. FSI President & CEO Bill Williams discusses why in the September/October issue of Funeral Business Advisor.
Read More
June 2018
In 2018, FSI is celebrating an important milestone: its 40th anniversary in business. From the establishment of the first master trust in Florida in 1978, FSI has evolved substantially over the decades to become the national player in trust administration it is today. To commemorate this anniversary, American Funeral Director interviewed several key leaders on the FSI team to discuss the deathcare industry growth they've seen during their careers at FSI.
Read More
June 2018
Before you ever step onto the lot of a dealership, you know exactly what you want in a new car. And here's the thing: your potential clients know exactly what they want from your services before they come to you, too. A new car and a powerful deathcare sales program have a lot more in common than you'd assume - learn more in this issue of Funeral Business Advisor.
Read More
June 2018
The performance of your deathcare sales program is one of the primary determining factors for the success of your business. But sometimes, you may not even know the questions you should be asking about it. Thankfully there are professionals, including FSI President & CEO, Bill Williams and Wendy Wiener, Partner at Broad and Cassel, who know these questions and have the answers, too. Read on in this issue of American Funeral Director to learn more.
Read More
April 2018
In the first quarter of 2017, the State of Florida officially adopted the Unitrust distribution method for the deathcare industry. Just one year later, FSI has seen the financial capabilities and performances of many cemeteries increase significantly. Learn more about Unitrust's impact on cemeteries from FSI's Bill Williams in the latest issue of ICCFA Magazine, with special insight from FSI client John Williams, President of Farley Funeral Homes & Crematory & Venice Memorial Gardens.
Read More
February 2018
We live in a digital world, where cyberattacks are commonplace and our private information is constantly vulnerable. And yet, many of us overlook the importance of protecting sensitive data, like the financial information of a deathcare firm's trust. This oversight can lead to a data breach happening, funds being stolen, and private client information being captured and shared. Fortunately, there are practices you can put in place to protect the financial information of your firm's PreNeed trust. Learn more from FSI's Bill Williams in this issue of The Director.
Read More
February 2018
Perpetual Care Trusts are vital to sustaining the value of a cemetery and communicating that value to clients and the community. Unfortunately, there are many common mistakes associated with perpetual care trusts, and it's easier to make one than you think. Lack of planning, underfunding, and an unawareness of investment performance, among other mistakes, can affect your ability to support cemetery maintenance needs. The good news is that these mistakes can all be avoided by implementing a few effective best practices. FSI's Bill Williams covers these in American Cemetery & Cremation.
Read More
February 2018
Almost every successful funeral home today offers PreNeed services to their communities. But, why is offering PreNeed critical to a funeral home's bottom line? What do funeral home directors need to know about offering PreNeed in 2018? And, how can funeral homes market their PreNeed services? FSI's Bill Williams sounds off on these questions and more in Funeral Business Advisor's PreNeed Q&A.
Read More
December 2017
Technology has been the greatest driving force of growth over the past 20 years. It has impacted how we think and interact, but it's also changed consumers' expectations and how they make decisions. So, how can you make sure you're using the full potential of the technology we have to improve your business's performance and meet consumers on their turf? FSI's Paul White covers off on several tech–focused tactics to enhance your offerings in American Funeral Director.
Read More
October 2017
There are some things in life you know you can't get by without addressing-taxes, retirement planning, insurance-but that doesn't make you an expert on it.

We get it.  At Funeral Services, Inc., we conduct a service called trust administration every day, which offers more benefits to your business than what initially meets the eye.

FSI President & CEO Bill Williams helps you understand these benefits by navigating you through the myths and realities of trust administration in the article,"Is it fact, or fiction? " published in American Funeral Director.
Read More
October 2017
As a death care professional, you know trusts play a vital role in growing and sustaining your business.  However, the management of your trusts is always complicated, to say the least.  Just keeping up with constantly changing regulations and documenting trust transactions can consume all your time ... and mistakes are very costly.

The good news for you is that there's a solution: a trust administrator. But who is that, exactly? FSI President & CEO Bill Williams explains in The Director.
Read More
August 2017
At this point, you've probably heard about how the Unitrust Distribution Method can help grow your trusts, but if it's not legally available to use in your state, what do you do? See how you can take steps to adopt Unitrust–which has provided up to a 37 percent annual increase in funds–in your state by reading Bill Williams' and Wendy Wiener's story in the latest issue of ICCFA Magazine.
Read More
August 2017
One day, you walk into your office and find a regulatory audit letter. What do you do next?

For many licensees, a notice from the state that a regulatory audit is coming up strikes fear in the heart. . .but it doesn't have to be that way. FSI President & CEO Bill Williams & Wendy Wiener, Esq., partner at Broad & Cassel, explain in the latest issue of American Funeral Director.
Read More
August 2017
Death care business owners have a lot of tasks to address and not enough hours in the day to complete them. While you're working hard to accomplish those tasks and goals, you may think you're consistently following the law and staying within ethical boundaries. But, the reality is there are hundreds of rules and regulations and, every now and then, you may overlook a few. This oversight can potentially put your business at legal and financial risk.

FSI President & CEO Bill Williams & Wendy Wiener, Esq., partner at Broad & Cassel, discuss little-known regulations that all industry professionals should be aware of in the latest issue of The Director.
Read More
May 2017
Over the last several years, technology has shaped how we communicate, do business, and live every aspect of our daily lives.  But how should technology impact the death care profession?  FSI's Paul White explains in the May/June issue of Funeral Business Advisor.
Read More
February 2017
FSI's collaboration with Live Oak Bank, Roosevelt Investment Group, and Broad and Cassel has officially launched!  American Funeral Director published an exclusive story in its February issue to introduce the collaboration and explain how it provides a powerful, convenient trust solution to funeral home and cemetery owners.
Read More
January 2017
FSI's Bill Williams was featured in January's edition of ICCFA Magazine discussing the importance of building a strong trust team.  With the Super Bowl around the corner, Bill breaks down the complexities of a trust team using a football analogy to show how each "player" plays an important role.  Curious what role FSI plays on the field of trust management?
Read more
October 2016
In Funeral Business Advisor's recent cover story, "Funeral Services, Inc.: A Trusted Business Partner for PreNeed and Perpetual Care Trusts", FSI's Bill Williams and Paul White discuss how innovative trust solutions help funeral directors and cemeterians remain focused strictly on their businesses. The article also talks about the firm's history as well as all of the services and benefits FSI provides to its clients.
Read the full article here.
April 2016
Paul White, Vice President of Client Development and Marketing, shares his expertise in the article "Preneed Funding Options: Insurance, Trust or Hybrid" featured in the April issue of Southern Funeral Director.  Read the article to learn how to select a PreNeed funding option that will maximize your business' success, today and tomorrow.
Read the full article here.
May 2016
In the article, "How to Get the Best Returns from Your Preneed Trust Fund Investment", Jim Atwood, FSI Board member and CEO of Infinity Management Advisors talks about the relationship between the investment strategy of your PreNeed trust, cash flow and trust performance.  The investment strategy of your PreNeed trust can significantly impact your business.  This financial column will help you better understand trust investment strategies, their impact on cash flow, key indicators of investment performance and provide you with important questions to ask your financial advisor regarding your PreNeed trust.
Read the full article here.
March 2016
Florida's recent adoption of the Unitrust distribution method for perpetual care cemeteries could mean new business opportunities for trust organizations statewide.  In the article, "Death care industry adopts estate planning techniques, yielding new opportunities for trust organizations", Jim Atwood, President and CEO of Infinity Management Advisors and FSI Board member, shared his insight into the new legislation, perpetual care and the opportunity for trust organization to provide expertise to the evolving death care industry.  Read the full article featured in the Association of Trust Organizations 2016 Q1 newsletter on page 4.
Read the full article here.
March 2016
FSI is no stranger to utilizing the latest technology in the death care industry, so its no surprise Bill Williams, President and CEO of FSI, was invited to participate in the Technology Roundtable for the March issue of American Funeral Director. This piece offers insight from Bill and Zachary Garbow, co-founder of Funeral Innovations, on how to use technology to efficiently and effectively run your business, the risk of security breaches, how to assess your technology needs and much more.
Read the full article here.
February 2016
The Winter issue of The Chronicle features FSI in its Affinity Partner Spotlight. Often times we are asked, "What exactly does FSI do?" - the spotlight not only answers the question but dives into who we are and how we serve our clients.  We are a proud member of the Florida Cemetery, Cremation and Funeral Association, and believe industry relationships are essential to our success.
Read more
January 2016
Most trust organizations have a business model that revolves around a primary target market of clientele. In the article, "Providing trust services to a niche industry", Jim Atwood, President and CEO of Infinity Management Advisors, LLC and FSI Board member, shares a few basic principles that can help business owners consider a niche market as a viable growth strategy for your business.  The article, found on page 5, was shared in the Association of Trust Organizations 2015 Q4 newsletter.
Read more
November 2015
Funeral services and products have changed dramatically in the last several years. In the article, "Updating PreNeed Clients: An Opportunity Hiding in Your Filing Cabinet", Paul White, Vice President of Client Development and Marketing at FSI, discusses the hidden business opportunities you may find with existing PreNeed clients.
Read more
November 2015
It's no secret that PreNeed trusts are complicated.  In this article, "Four Questions to Ask Your Trustee", Jim Atwood, Board member at FSI, gives you important questions to ask to ensure you are dealing with a trustee that can handle your trusts responsibly and work in your best interests.
Read more
October 1, 2015
Bill Williams, FSI President and CEO, was recently spotlighted in the October issue of the American Funeral Director magazine.  In the article, ‘How Fate Caught Up with W.H. "Bill" Williams’, Bill shares stories and lessons learns throughout his career from Funeral Director to President and CEO of FSI, a PreNeed and Perpetual Care Trust administration and recordkeeping firm.
Read more
August 2015
In the August 2015 issue of The Director, Bill Williams, FSI President and CEO, explains how to equip your staff with the knowledge and resources necessary to successfully and properly manage a PreNeed program.
Read more
July 30, 2015
The way you market PreNeed programs can be vitally important to the future success and long-term viability of your funeral home or cemetery.  But exactly what kind of PreNeed program are you operating? How ambitious are your efforts?  And should you make changes?  This white paper offers death care professionals with a methodology for accurately assessing passive, active and competitive PreNeed programs.  This white paper will explain how to assess your current program with those three categories in mind.
Download the full white paper here
May 4, 2015
Jim Atwood, CEO of Infinity Management Advisors, published an article on how to measure and improve the financial stability and fitness of a business.  In this article, Atwood details a multitude of factors that should be monitored or could improve the success of a business.
Read more
September 5, 2014
On October 1, FSI will launch an online resource center to expand industry knowledge of PreNeed and Perpetual Care programs and advance best practices. This new tool features quarterly e-newsletters, white papers, articles and other informative materials.
Read more
July/August 2014
Jim Atwood, CEO of Infinity Management Advisors (IMA) and FSI Board member, shares how regulators and death care professionals in three states work together to help ensure the financial health of cemeteries.
Read more
CFDA Annual Convention, June 30 - July 1, 2014
FSI is proud to exhibit at this year's California Funeral Directors Association Annual Convention taking place in San Diego, Calif.  Please stop by and visit us at booth number 13.
Read more
IFDA 134th Annual Convention, June 23-25, 2014
Funeral Services Inc. is a proud sponsor of the Illinois Funeral Directors Association's 134th Annual Convention.  FSI was one of more than 70 exhibitors at the annual event taking place in Tinley Park, Ill. In addition to the exhibition, the convention includes four separate networking events and educational opportunities.
Read more
May 6, 2014
In the May 2014 issue of American Cemetery, FSI Vice President of Client Development, Paul White discusses common obstacles and provides tips for improving advance sales.
Read more
May 6, 2014
John Williams, FSI Board member, Licensed Funeral Director and owner of Farley Funeral Homes and Crematory in Florida, explains how he applies his prior experience as a Certified Public Accountant to his current business.  In the May 2014 issue of American Funeral Director, Williams discusses how he uses PreNeed recordkeeping data to measure, evaluate, and develop PreNeed marketing and sales strategies.
Read more
April 21, 2014
FSI will offer a free webinar about PreNeed and Perpetual Care programs to funeral service professionals.  The webinar, "Understanding Your PreNeed and Perpetual Care Programs: What You Need To Know About Investments, Risks And Consumers", takes place June 12 at 2 p.m. EST.
Register today to learn how you PreNeed and Perpetual Care program can add value to your bottom line.
Read more
February 24, 2014
Paul White, FSI Vice President and LFD, discusses how to integrate technology into PreNeed programs.  In the March 2014 issue of The Director, the National Funeral Directors Association magazine, Paul explains how funeral service professionals can save money, drive sales and enhance marketing efforts when utilizing technology to help manage PreNeed programs.
Read more
January 6, 2014
In the January 2014 issue of American Cemetery, FSI President and CEO, W.H. "Bill" Williams highlights strategies for success and common mistakes when it comes to Perpetual Care funds.
Read more
January 6, 2014
In the January 2014 issue of American Funeral Director, FSI President and CEO, W.H. "Bill" Williams joins other industry executives to discuss guaranteed and nonguaranteed PreNeed programs.  In this article, Bill outlines five questions funeral service professionals should ask when considering whether to offer guaranteed or nonguaranteed PreNeed programs.
Read more
December 6, 2014
In the December 2013 issue of American Funeral Director, FSI President and CEO, W.H. "Bill" Williams discusses the biggest stories, trends and expectations for the coming year in the PreNeed sector of the death care industry.
Read more
November 26, 2013
FSI President & CEO, Bill Williams has been asked to lead an informational breakout sessions at The International Cemetery, Cremation, and Funeral Association Annual Convention &  Exposition taking place April 8-11, 2014 in Las Vegas, Nev.  In his session "Building a PreNeed Program That Supports Your Business Model", Williams will provide information and highlight tools that attendees may use to help build, manage and perfect PreNeed programs.
Read more
September/October, 2013
In the series, which began running in the May/June 2013 issue of Funeral Business Advisor, FSI President and CEO, W.H. "Bill" Williams highlights a hybrid model that offers advantages of both trust and insurance funding for preneed programs.  This is the third article in a three part series titled "Perfecting PreNeed Programs."
Read more
September 6, 2013
New application streamlines the PreNeed contract sales process by generating error-free, professional and compliant contracts that upload directly into PRISM, FSI's proprietary recordkeeping system.
Read more
July/August, 2013

In the July/August 2013 issue of Funeral Business Advisor, FSI President and CEO, W.H. "Bill" Williams outlines the basics of both trust and insurance funding mechanisms and offers guidance on what funeral service professionals should consider when selecting a program for their firm.  

This is the second article in a three part series titled "Perfecting PreNeed Programs."
Read more

July 2, 2013
FSI expands its clientele and services by offering a new PreNeed program for funeral firms in Virginia.
Read more
July 1, 2013
Funeral Business Advisor takes a closer look at what sets FSI apart from other trust administration and recordkeeping companies. In the July/August issue, the publication examines how FSI's innovative technology and expertise in regulatory compliance helps funeral directors concentrate on what matters most with serving families, not pushing papers.
Read more
July 1, 2013
In the July 2013 issue of American Funeral Director, Williams provides insight into the future of PreNeed programs and how to design a trust-funded model that supports business development.
Read more
May/June, 2013
In the May/June 2013 issue of Funeral Business Advisor, FSI President and CEO, W.H. "Bill" Williams discusses the importance of analyzing return rates, developing investment strategies and ensuring transparency when managing a successful trust-funded PreNeed program.  This is the first article in a three part series titled "Perfecting PreNeed Programs."
Read more