Mississippi Funeral 
Directors Association 

MFDA Preneed Funeral Trust Program



MFDA Pre-need Trust 

The MFDA Preneed Trust is available to every member! The concept of preneed trusting has been around for many years.  The Mississippi Funeral Directors Association Preneed Funeral Service Trust was established in 1996 to fill the needs of MFDA members dealing with pre-financed funeral arrangements.  The goal is to provide funeral professionals with a competitive rate of return, fast and friendly service, and relief from the administrative burden associated with record keeping.  The Trust is administered by MFDA Services, Inc. with no fees to you!  You join the program by completing a few documents.  The trust can be used for all your pre-need clients. There is no minimum deposit required, the client can make monthly payment or choose to do a lump-sum, paid-in-full.  

 

 

What are the features and benefits of the Trust?

 

The Trust is reviewed monthly by an active group of committee members consisting of funeral directors, owners, officers and the industry professionals, including legal counsel, accounting professionals, third party administrator, Trustee, and Investment Manager.

 

 

  • Checks can be mailed or direct deposit is available for payment of claims which significantly reduces death claim processing time. (Contact office for direct deposit information.)
  • Quarterly reports are issued so you can keep tabs on your pre-need assets, as well as online account balances at the ASI website.
  • Annual reports are provided to funeral homes for reporting their pre-need accounts
    to the MS Secretary of State Office.
  • Rollovers are welcome and we will assist you with the necessary documentation
  • Administrative support with a sound and stable investment portfolio
  • The Trust is Irrevocable

  

 

Making your preneed investment grow! 

 

                         MFDA PRE-NEED TRUST  2%

 

Ten Good Reasons  

  • Performance
  • Education
  • Administrative Support
  • Quality
  • Resources
  • Value
  • Simplicity
  • Fiduciary Responsibility
  • Responsiveness
  • Friendly Service  

 

Many funeral directors have chosen to transfer funds to the MFDA Preneed Trust from other depositories.  We welcome these as rollovers and will assist you with the necessary documentation.

We are dedicated to providing attractive rates, administrative relief and quick response to your needs.

 

 

How can YOU join the Trust?

 
For more information concerning the MFDA Pre-Need Trust, email Bertinna Dubra or call the office today 601-978-1920.   

 

                 Say “YES” to Excellence and Trust with us!

 

FORMS

 

                 LINKS

          


MFDA Services

Board of Directors

 

  Chairman 
   Robert T. (Bob)Rosson
  
Waller Funeral Home
   P O Box 1200
   Oxford, MS  38655
   email: bob@wallerfuneralhome.com
 

  Vice Chairman   
  Vacant

 
 Secretary/Treasury

   Wendell Stringer

   Stringer Family Funeral Service

   P O Box 431
   Crystal Springs, MS 39059
  
email: stringerfuneral@bellsouth.net
 
   Hunter Jordan III

   Jordan Funeral Home
   P O Box 652
   Kosciusko, MS  39090
  
email: bhjordan@me.com
 

  Bill Chancellor
  Chancellor Funeral Home
  P O Box 1066
  Florence, MS 39073
  email: bchan1066@yahoo.com

 

 

  MFDA Board Representative

  Sandra Chancellor

  Chancellor Funeral Home

   P O Box 720457

   Byram, MS 39272

   email: schance1120@att.net

 

 

  

     
          

Mississippi Funeral Directors Association

PO Box 22584, Jackson, MS 39225

Phone: 601-978-1920  Fax: 601-978-1950  Email: MFDA@TatmanGroup.com

© 2007-2014 Mississippi Funeral Directors Association


 

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