California Master Trust (CMT)
CFDA established the California Master Trust so members could
easily offer a preplanning trust program as an extension of their
existing services. Funeral directors say that CMT:
- Rates high for customer service
- Works
well for SSI/MediCal applicants
- Appeals to staff and
families because of its simplicity.
“The staff is most helpful,
the forms are easy to use and payment is fast!”
“CMT takes
the accounting burden and file all the papers. It is business
friendly. It does well for us.”
“CMT works
fabulously for us. The company sends funds quickly. We are
very impressed with the professionalism of the staff.”
Families report that CMT was an asset in simplifying funeral
arrangements:
"The most
important thing about preplanning was that I didn't worry
about anything."
"CMT made
arrangements easy at a difficult time."
"Advance
funeral arrangements made it possible to avoid last minute
arrangements at death."
"It is easier
to make these decisions before the service is needed."
As a CFDA member, you are entitled to
offer California Master Trust and take advantage of CMT’s:
California Master Trust (click
here for Enrollment Form)
Penny Fowler, Sr. Account Manager
Julian King, Regional Representative
PO Box 1700
Folsom, CA 95763-1700
Email: info@californiamastertrust.com
Fax: (800) 769-9063
Toll-Free: (800) 322-4268
California Master Trust Service Providers
California Master Trust
P.O. Box 1700, Folsom, CA 95763-1700
E-mail: info@californiamastertrust.com
(800) 322-4268
Fax: (800)769-9063
Penny Fowler, Sr. Account Manager
E-mail: pfowler@californiamastertrust.com
