Life insurance, cemetery/mortuary services, and mortgage lending with horizontal integration
Security National Financial Corporation operates three integrated business lines—life insurance, cemetery and mortuary services, and mortgage lending—structured so that each segment reinforces the others. The tech stack is office-productivity-heavy (Microsoft Office, Salesforce, Adobe) with mortgage-specific tooling (Encompass, NMLS) and financial controls (BlackLine). Hiring momentum is decelerating, but active projects signal a push to improve sales execution (field team recruitment, national sales strategy) and operational controls (BlackLine implementation), while pain points reveal friction around lead generation, competitive positioning, and preneed revenue targets.
Notable leadership hires: Funeral Director
Security National Financial Corporation is a publicly traded financial services firm headquartered in Murray, Utah. It operates three interconnected business segments: life insurance (including preneed cemetery and funeral products), cemetery and mortuary operations, and mortgage lending. The company's structure is designed so that high public awareness of the cemetery and mortuary operations supports insurance and product sales, while life insurance reserves fund mortgage loan origination. Growth is pursued through acquisitions in life insurance and mortuary markets, plus organic expansion of mortgage services. The firm operates across the United States and Switzerland.
Three integrated segments: life insurance, cemetery/mortuary services, and mortgage lending. Each profit center supports the others—mortuary operations drive insurance sales, insurance reserves fund mortgages.
Office productivity suite (Microsoft Office, Outlook, Google Workspace), mortgage origination (Encompass, NMLS), financial controls (BlackLine), document management (OnBase), and Salesforce for CRM.
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