State of Ohio Board of Embalmers and Funeral Directors Preneed Summer 2007 th 77 South High Street, 16 Floor Columbus, Ohio 43215-6108 Tel/ 614.466.4252 Fax/ 614.728.6825 Email/ firstname.lastname@example.org Reminders Preneed Current CE Over the past two years, the unlicensed individual can sell Compliance Board of Embalmers and funeral merchandise, but, under * July 1, 2006 Funeral Directors has no circumstances, may they sell, CE compliance received several complaints discuss, recommend, or contract begins concerning preneed contracts. for funeral services on behalf of December 31, 2008 the funeral home. two-year license In particular, the allegations expires & CE compliance ends center on funeral homes using The question many have is what insurance agents who sell can a licensed insurance agent preneed insurance, but who sell? are contracting for funeral directing services along with A licensed insurance agent can Fall 2008 selling the insurance policies. sell insurance policies to fund a 2009/2010 renewal applications mailed preneed funeral contract as long It is alleged that funeral as the licensed insurance agent licensees directors sign off on these does not sell or contract for selected at random for CE audit documents with the insurance preneed funeral services. agents doing all the work. For example, when a licensed insurance agent who is not a Next CE Compliance The Board believes that it is necessary to remind licensed licensed funeral director presents January 1, 2009 funeral directors and life a customer with a contract for two-year license funeral services to sign, that in effect & insurance providers of the preneed laws in Ohio. individual is practicing funeral CE compliance begins directing without a license, which is a violation of Section December 31, 2010 Preneed funeral services maybe funded through either 4717.13(A)(1) of the Ohio Revised two-year license Code. expires & a trust, as governed by compliance ends Section 1111.19 of the Ohio If a funeral home employs or uses Revised Code, or through life insurance agents who are not insurance. licensed as funeral directors, See Board’s website please make sure that they are for dates of CE Only licensed funeral directors deadlines & monthly may sell funeral services. An not selling or contracting for meetings funeral services. Preneed (continued) State of Ohio A licensed funeral director and For further guidance, please see Board of Embalmers funeral home that permits an Attorney General Opinion Number and Funeral Directors unlicensed individual to 2001-029 concerning preneed contract for and sell preneed contracts. services may be acting in violation of Sections http://www.ag.state.oh.us/ 4717.14(A)(3) and (5) of the Ohio Revised Code. Also, please do not hesitate to 77 South High Street, contact the Board with violations 16th Fl Columbus, Ohio Violations of Ohio Revised of this law. 43215-6108 Code Chapter 4717 may result in fines, imprisonment, or both. We appreciate your cooperation. PHONE: 614.466.4252 The Board is deeply concerned about potential violations of the funeral FAX: directing laws and will Board Members 614.728.6825 prosecute accordingly. President WEBSITE: Another question that has Pernel Jones, Sr. www.funeral.ohio.gov arisen is whether a funeral Cleveland director must meet with consumers face-to-face. Vice-President In this age of technology a John J. Hadley face-to-face meeting is not a Marietta requirement as long as the funeral director is filling out a pre need contract for the sale Secretary-Treasurer of funeral goods and services. Roger Primm Ashland Working with a consumer via www.funeral.ohio.gov mail, telephone, or internet is appropriate; however, the Ross C. DeJohn, Sr. Discover license Board does highly recommend Mayfield Heights verification on the Board’s website. This new feature meeting with a consumer allows consumers and whenever possible. licensees to “lookup” Robert L. Shank, Sr. embalmers, funeral Perrysburg directors, DUAL licensees, Further, where a consumer crematory facilities, makes a phone call directly to embalming facilities and funeral homes. a funeral home requesting preneed assistance, a licensed Kurtis A. Tunnell funeral director must make Columbus initial contact with that consumer whether by telephone or in person.
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