Home - The Assist Program

What Makes Us Different?

Our focus is exclusively on meeting all family needs following a funeral.

The Assist Program brings dedicated, local financial professionals directly to your funeral home. These financial professionals focus exclusively on everything a family needs after a funeral. Providing The Assist Program for each family following the funeral shows the funeral home truly cares about the family’s well being, even after services are complete.

We will call families directly 3 to 5 days after services are complete and offer a free 1 hour meeting to walk through our comprehensive checklist. We diagnose next steps and bring any necessary professionals directly to the funeral to help.

We provide families a dedicated CPA, Attorney, Real Estate Professional, Financial Services Professional, Certified Estate Planner, and more, all available to answer difficult questions 24/7.

The funeral home becomes a full service operation handling everything during and after the funeral. As an added benefit the funeral home will generate pre-planning and estate planning leads for the funeral home so families can be assisted before a death as well.

Our Services

Access to our secure portal

Complete estate organization

Probate services

Estate planning services

Tax, estate, trust, tax return preparation

Real estate & closing services

Inherited asset protection

Pre-planning referral program & services

Notification services to all companies & institutions

Non-legal aspects of the estate paperwork completion

Guidance on social security & pension plans

Bank account retitling guidance

Identity theft protection

The Assist Program is an incredible lead source for pre-planning referrals and the program can handle your pre-planning needs, or refer them at no cost, directly to your current pre-planning program.

We differentiate your funeral home from competitors and should you choose to partner with us, we will offer significant revenue sharing opportunities that can immediately boost your funeral homes bottom line.

The Assist Program costs the funeral home nothing and is the best investment you can make in marketing. Other marketing systems might require a significant investment. However, The Assist Program costs nothing and is a significant investment in the lives of the families you serve.

About Us

DENNIS BREIER

CEP®, CLTC®

President

Dennis is the Owner and Founder of The Assist Program, which began operations in March of 2018. With 15 years experience in financial services roles ranging from investment management, banking, advance insurance strategies, and estate planning, Dennis is extremely well positioned to help navigate families through the estate closing process. Dennis is insurance licensed in the State of Illinois, license number 10526905, and is also a Certified Estate Planner™. The CEP® designation is conferred upon professionals who complete a rigorous course of study in the areas of estate planning and pass a qualifying exam. Dennis resides in Downers Grove, IL with his wife Kimberly and their 7 children.

READY TO GET STARTED?

Assist-Program.com

630.296.4415

515 Anderson Drive, STE 100
Romeoville, IL 60440

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

Guardian Estate Solutions, Inc. and their representatives do not give tax or legal advice. Accordingly, any tax information provided is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer.