SB535-SSA1,14,1310 2. The funeral director under subd. 1. or the funeral director in charge of the
11funeral establishment under subd. 1. shall make a record maintained under subd.
121. available to the examining board if the board submits a written request to examine
13the record to the funeral director at least 3 days before the examination is to occur.
SB535-SSA1,14,1514 (j) 1. The examining board shall promulgate rules establishing all of the
15following:
SB535-SSA1,14,1716 a. Training requirements that an insurance intermediary licensed under ch.
17628 must satisfy to sell or solicit the sale of a burial agreement under this subsection.
SB535-SSA1,14,1918 b. Minimum standards that an individual burial agreement must satisfy if it
19is funded with the proceeds of a life insurance policy.
SB535-SSA1,14,2320 c. Minimum standards that a contract between an agent and an operator of a
21funeral establishment must satisfy to authorize the agent to sell or solicit the sale
22of a burial agreement funded with the proceeds of a life insurance policy on behalf
23of the operator of the funeral establishment.
SB535-SSA1,15,224 d. The form and content of written notice that a licensed funeral director,
25operator of a funeral establishment or agent of a licensed funeral director or operator

1of a funeral establishment is required to provide to the examining board under par.
2(h).
SB535-SSA1,15,73 2. The examining board may promulgate rules establishing standards for
4marketing practices for burial agreements, including standards for telephone
5solicitation of prospective purchasers. The rules promulgated under this subdivision
6may prohibit a method of telephone solicitation if the examining board determines
7that the prohibition is necessary to protect the public.
SB535-SSA1,15,128 3. The examining board shall prepare and distribute a booklet that describes
9the differences between funding a burial agreement with the proceeds of a life
10insurance policy under this subsection and entering into a burial agreement funded
11by a trust under sub. (1). The examining board may charge a reasonable fee for the
12cost of preparation and distribution of the booklet.
SB535-SSA1, s. 17 13Section 17. 445.125 (4) of the statutes is renumbered 445.125 (4) (intro.) and
14amended to read:
SB535-SSA1,15,1615 445.125 (4) (title) Applicability. (intro.) This section shall not apply to any of
16the following:
SB535-SSA1,15,18 17(a) A contract to provide funeral and burial service for any person if such
18contract is incidental to maintaining such person in a home, hospital or institution.
SB535-SSA1, s. 18 19Section 18. 445.13 (1) of the statutes is amended to read:
SB535-SSA1,16,620 445.13 (1) Subject to the rules promulgated under s. 440.03 (1), the examining
21board may make investigations, subpoena witnesses, conduct hearings, limit,
22suspend or revoke licenses a license of a funeral directors, certificates director, a
23certificate
of registration of apprentices and permits an apprentice or a permit of
24operators an operator of a funeral establishments establishment and reprimand a
25funeral directors, apprentices and director, apprentice or operator of a funeral

1establishments establishment for any violation of 15 USC 45 and 57, of this chapter
2or of any rule of the department of health and family services or the examining board
3or, for unprofessional conduct, including misrepresentation or fraud in obtaining the
4license, permit or certificate of registration, or for any violation of this chapter or any
5rule of the examining board by an agent authorized by the funeral director or
6operator of the funeral establishment under s. 445.125 (3m) (b) 2. a
.
SB535-SSA1, s. 19 7Section 19. 445.13 (1e) of the statutes is created to read:
SB535-SSA1,16,128 445.13 (1e) In addition to or in lieu of a reprimand or limitation, suspension
9or revocation of a license or permit under sub. (1), the examining board may assess
10against any person who violates s. 445.12 (3g) or (3r) or 445.125 (3m) or a rule
11promulgated under s. 445.125 (3m) (j) a forfeiture of no more than $1,000 for each
12violation.
SB535-SSA1, s. 20 13Section 20. 445.13 (2) of the statutes is amended to read:
SB535-SSA1,16,1614 445.13 (2) No reprimand or order limiting, suspending or revoking a license,
15certificate of registration or permit, or no assessment of forfeiture, shall be made
16until after a public hearing conducted by the examining board.
SB535-SSA1, s. 21 17Section 21. 445.15 (1) of the statutes is amended to read:
SB535-SSA1,16,2118 445.15 (1) Any Except as provided in sub. (1m), any person violating any
19provision of this chapter or any rule of the department of health and family services
20and the examining board relating to its subject matter, shall be fined not less than
21$50 nor more than $200, or imprisoned not less than 30 days nor more than 3 months.
SB535-SSA1, s. 22 22Section 22. 445.15 (1m) of the statutes is created to read:
SB535-SSA1,17,323 445.15 (1m) A funeral director or operator of a funeral establishment who
24violates s. 445.12 (3r) shall be fined not more than $5,000 for each violation. Each
25day that an insurance intermediary authorized by a funeral director or operator of

1a funeral establishment fails to meet the training requirements established by the
2examining board by rule under s. 445.125 (3m) (j) 1. a. constitutes a separate
3violation of s. 445.12 (3r) (b).
SB535-SSA1, s. 23 4Section 23. 632.41 (2) of the statutes is renumbered 632.41 (2) (a) and
5amended to read:
SB535-SSA1,17,96 632.41 (2) (a) No Except as provided in par. (b), no contract in which the insurer
7agrees to pay for any of the incidents of burial or other disposition of the body of a
8deceased may provide that the benefits are payable to a funeral director or any other
9person doing business related to burials.
SB535-SSA1, s. 24 10Section 24. 632.41 (2) (b) of the statutes is created to read:
SB535-SSA1,17,1811 632.41 (2) (b) 1. A life insurance policy may provide for the assignment of the
12proceeds of the policy to a funeral director or operator of a funeral establishment if
13the insurance intermediary who sells or solicits the sale of the policy is not an agent
14of the funeral director or operator of the funeral establishment or if the assignment
15of proceeds is contingent on the provision of funeral merchandise or funeral services
16as provided for in a burial agreement that satisfies the requirements of s. 445.125
17(3m) and rules promulgated by the funeral directors examining board under s.
18445.125 (3m) (j) 1. b.
SB535-SSA1,17,2119 2. Subject to subd. 3., the commissioner shall by rule establish minimum
20standards for benefits, claims payments, marketing practices, compensation
21arrangements and reporting practices for life insurance policies sold under subd. 1.
SB535-SSA1,18,222 3. A life insurance policy sold under subd. 1. shall permit the policyholder to
23designate a different beneficiary, after written notice to the current beneficiary, and
24a different funeral director or operator of a funeral establishment that is to receive

1the assignment of proceeds, after written notice to the current funeral director or
2operator of the funeral establishment.
SB535-SSA1, s. 25 3Section 25. 701.12 (1) of the statutes is amended to read:
SB535-SSA1,18,64 701.12 (1) By written consent of the settlor and all beneficiaries of a trust or
5any part thereof, such trust or part thereof may be revoked, modified or terminated,
6except as provided under s. 445.125 (1) (b) (a) 2. to (d) 4.
SB535-SSA1, s. 26 7Section 26 . Nonstatutory provisions.
SB535-SSA1,18,128 (1) The office of the commissioner of insurance shall submit in proposed form
9the rules required under section 632.41 (2) (b) 2. of the statutes, as created by this
10act, to the legislative council staff under section 227.15 (1) of the statutes no later
11than the first day of the 7th month beginning after the effective date of this
12subsection.
SB535-SSA1,18,1713 (2) The funeral directors examining board shall submit in proposed form the
14rules required under section 445.125 (3m) (b) 2. b. and (j) 1. of the statutes, as created
15by this act, to the legislative council staff under section 227.15 (1) of the statutes no
16later than the first day of the 7th month beginning after the effective date of this
17subsection.
SB535-SSA1,18,2118 (3) The funeral directors examining board shall prepare for distribution the
19booklet required under section 445.125 (3m) (j) 3. of the statutes, as created by this
20act, no later than the first day of the 7th month beginning after the effective date of
21this subsection.
SB535-SSA1, s. 27 22Section 27. Effective dates. This act takes effect on the first day of the 13th
23month beginning after publication, except as follows:
SB535-SSA1,19,2
1(1) The treatment of Section 26 of this act takes effect on the day after
2publication.
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