11/12/2026
The end of the year is closer than it looks. Before the holidays take over, it's worth a quick check of your preneed records:
- Are all new contracts recorded and deposits made on time?
- Are cancellations, transfers and serviced contracts up to date?
- Is family and beneficiary contact information current?
- Are you ready for your annual state reporting?
A few hours now can save a lot of scrambling in January. FSI's recordkeeping team helps firms keep these details organized all year long.