January 2022

Page B8 JANUARY 2022 FUNERAL HOME & CEMETERY NEWS Se c t i on B A trusted resource of funeral supplier companies since 1976 Find a supplier or become a member at www.imsa-online.org www. vischerfuneralsupplies.com Plan for Retirement with Help from Roosevelt Investments BROOKFIELD,WI— According to a National Funeral Directors Association (NFDA) 2020 survey, 34 percent of asso- ciation members plan to retire within the next five years; however, 73 percent do not have a succession plan for their business. And, when asked what their biggest con- cerns are for retirement, healthcare, main- taining their standard of living and run- ning out of money topped members’ lists. To help funeral professionals plan for re- tirement, NFDA is pleased to welcome Roosevelt Investments as its newest en- dorsed provider partner. “I am happy to welcome Roosevelt In- vestments as an NFDA endorsed pro- vider,” said NFDA president Randy An- derson. “No matter how close you are to retirement – or how much planning you have done – Roosevelt Investments can help you to consider how you can achieve your long-term financial goals and feel con- fident that you will have the resources you need to enjoy your golden years.” Roosevelt is a financial planning and in- vestment advisory firm. They advise on ap- proximately $3.2 billion in assets, of which more than $460 million comes from the funeral and cemetery profession as of Sep- tember 30, 2021. Roosevelt Investments prides itself on working with each client to understand their personal needs and build a long-term strategy to seek to achieve their goals. Clients receive on-going communi- cation from a dedicated Wealth Advisor and its client services team. Roosevelt Investments has developed several programs exclusively for NFDA members. NFDA members can discuss their fi- nancial concerns during a complimenta- ry consultation with a Roosevelt Invest- ments Wealth Advisor and learn how the company can assist them with planning for the future. “We are thrilled to serve NFDA mem- bers as an endorsed provider and be- lieve our offering is a timely addition to NFDA’s lineup. Many entrepreneurs are beginning to transition their busi- nesses and prepare for retirement,” said Adam Sheer, co-CEO of Roosevelt In- vestments. “We are happy to be able to use our decades of experience working with funeral professionals to help guide current owners and those that are sell- ing by suggesting tax minimization tech- niques that we believe their local advisor is not mentioning as they don’t specialize in these types of transactions.” Roosevelt Investments is a wealth man- agement firm located in Midtown Man- hattan with 50 years of experience pro- viding comprehensive financial planning and asset management services to funeral homes, cemeteries, and their owners. The firm offers investment strategies with a fo- cus on maximizing income and an empha- sis on downside protection. In addition to managing perpetual care and preneed trust assets, Roosevelt’s experienced team pro- vides funeral home and cemetery owners and operators with financial, estate, retire- ment, succession, and exit planning servic- es. Roosevelt Investments is owned by CI US Holdings, Inc., a subsidiary of CI Fi- nancial Corp. For more information, visit www.rooseveltinvestments.com. Homesteaders Heroes Program Honors Five Outstanding Employees Jacob Heiliger Brian Schwartz Tammy McDaniel Ron Crawley Dan Lodermeier ministrator. This award recognizes an employee for the successful imple- mentation of a new or updated prod- uct, service or program that results in a measurable improvement in the company’s performance, processes or brand strength. Schwartz was recog- nized for his work on the develop- ment of a new technology system for Homesteaders’ customers and his pos- itive impact on expediting a number of technology solutions, enhancing our customers’ success. Outstanding Teamwork Award: Tammy McDaniel, Senior Agency Advisor. This award recognizes enthu- siasm, cooperation, problem-solving skills, commitment to success and a consistently positive attitude. Dedi- cating much of her time to the suc- cessful implementation of a key initia- tive, McDaniel enthusiastically shares her knowledge and problem-solving skills to ensure future success. Inspiring Leadership Award: Ron Crawley, Director-Strategic Integra- tions. This award recognizes an em- ployee who has shown incredible leadership skills and can be described as inspiring, decisive and visionary, yet humble and willing to give cred- it to others. His peer-nomination ex- plained, “Crawley is the embodiment of inspiring leadership. He shows true humility – putting the goals of team and individual team members ahead of his own.” Enduring Impact Award: Dan Lo- dermeier , Vice President of Field Sales. This award recognizes an em- ployee for a significant, long-term con- tribution or body of accomplishments to Homesteaders that make a lasting impact on the company’s success. In addition to his impact as a 30-year employee, Lodermeier inspires others daily to give their very best through the energy and passion he shows his team and Homesteaders as a whole. Homesteaders Life Company, a mutual company owned by its pol- icy holders, is the national leader providing products and services to help people design a better farewell. Visit www.homesteaderslife.com to learn more. WEST DES MOINES,IA— Home- steaders Life Company has an- nounced the recipients of its annu- al Homesteaders Heroes awards. The peer-nominated awards recognize em- ployees who support Homesteaders’ mission and values, making a positive impact on the success of the company and its customers. “Our team continues to bring their best every day, and those efforts are reflected in the Homesteaders Heroes award recipients,” said Homesteaders Executive Vice President of Human Resources Judy Ralston-Hansen. “The fact that these awards are peer- nominated makes them even more special.” Homesteaders Heroes award recipi- ents were named in five categories: Rising Star Award: Jacob Heiliger, Application Developer. This award recognizes an employee who dem- onstrates eagerness to learn, commit- ment to Homesteaders and engage- ment with the company and peers early in his or her career. Since joining Homesteaders in 2020, Heiliger has Matthews International Reports Results for Fourth Quarter and Fiscal Year Ended September 30, 2021 PITTSBURGH,PA— Matthews International Cor- poration (NASDAQ GSM: MATW) announced finan- cial results for the quarter and fiscal year ended Septem- ber 30, 2021. Joseph C. Bartolacci , President and Chief Executive Officer, stated: “I am pleased to report that the Com- pany established another record for quarterly sales in the fiscal 2021 fourth quarter. As a result, the Company surpassed its adjusted EBITDA outlook for the quarter. Each of our segments contributed to our year-over-year consolidated sales growth of approximately 10%. “It is important to start by expressing my continued appreciation and admiration for the hard work and ded- ication of our employees. Our success reflects their ef- forts during the pandemic, including managing through current supply chain and labor market challenges. Matthews also announced that its Board of Directors declared, at its regularly scheduled meeting, a dividend of $0.22 per share on the Company’s common stock, representing an increase to the Company’s quarterly dividend rate. Bartolacci stated: “We expect cash flow to continue to remain strong in fiscal 2022. This represents our 28th consecutive annual dividend increase since becoming a publicly-traded company.” Matthews International Corporation is a global pro- vider of brand solutions, memorialization products and industrial technologies. The Company has approximate- ly 11,000 employees in more than 26 countries on six continents that are committed to delivering the highest quality products and services. For full results and more information, visit www.matw.com. played a key role on many IT project teams and has become a go-to contributor. Innovation Award: Brian Schwartz, Salesforce Ad- Like @Nomis.Publications Like us on