Rabbi Meeting in Oakland

Friday Morning I went to see a rabbi in Oakland. We talked about how he helps  members of his community prepare for death and how we might position our business.

  • About once a year he’ll do a speech about being prepared for death.
  • Regardless, people still only come to him when death is obvious and eminent (generally a 6 month – 1 year window)
  • He’ll help them make final preparations regarding their wishes but many of the details are coordinated and handled by funeral homes such as the Sanai Memorial Society. (He felt they do a great job caring for the individual)
  • He agreed that there was potentially value in our service if we could help start the conversation earlier.
  • He didn’t think the referral business would be successful with his followers because there are plenty of lawyers and financial planners in the community and almost everyone has the financial stuff in place.
  • He suggested adding an ethical will to our service. An ethical will is a way to capture and pass on one’s values.
  • He offered to look at our product once we got something live and potentially share it with his community.

– Rick

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