Julie Palm

Julie partners closely with funeral directors, preneed agents, and their staff to provide comprehensive support through training, seminars, services, and resources. She is dedicated to exploring new and innovative educational opportunities while also recruiting and onboarding new clients to strengthen our network. By staying current with trends and changes in the funeral and insurance marketplace, Julie ensures our funeral home partners receive the most relevant products and solutions for their communities.

With extensive experience in the senior market, including roles in nursing homes, funeral homes, and a nationally recognized insurance company, Julie brings a deep understanding of the needs of seniors and the professionals who serve them. Her background spans direct client interaction, customer service, and training, giving her a well-rounded perspective on the challenges and opportunities within the industry.

As Director for Preneed Operations, Julie offers a connection between clients and preneed insurance companies, helping them receive timely answers and support. She has built strong, lasting relationships by helping funeral homes deliver the products and services that best support their staff and the families they serve.

Julie resides in Owatonna, MN, and enjoys spending time with her husband, their two grandsons, family, and friends. Outside of work, she loves biking, walking, cooking, and reading.