Deliver the opening spiel and ask to talk to the client about their Final Expense insurance needs.

Suggested Scripting:

"Hello, this is (Your Name) from Final Expense Assistance. I am calling to speak with (Client’s Name)

regarding their final expense insurance needs."

Suggested Scripting:

"I understand that discussing final expense insurance can be a sensitive topic. Before we schedule an

appointment with one of our agents, I’d like to take a moment to get to know you better and

understand your specific needs. 

• Do you currently have life insurance? [record answer] 

• When you pass, who would take care of your policy beneficiary and take care of your funeral arrangements? [record answer]"

Suggested Scripting:

“Based on what you’ve shared with me, I believe that final expense insurance could be a smart choice for  you. Our agents can discuss the various guaranteed no medical requirement options available to you."

Suggested Scripting:

"Before we schedule an appointment, I would like to ask a few more questions to better understand your  needs."

• Coverage: "Firstly, how much coverage are you looking for with your final expense insurance? [record  answer]. 

This will help us match you with the right plan and make appropriate recommendations"

• Health Self-assessment: "Lastly, on a scale of 1 to 10 with 10 being perfect, how would you rate your current health? [record  answer] 

This will help our agents understand your health status and find a plan that is most suitable for  your needs."

Suggested Scripting:

"Great, thank you for answering those questions. Based on your responses, I believe that one of our  agents can help you find the right final expense insurance plan. How does (Date and Time) work for you?"  (start with same time tomorrow as today - NO weekend days. If not available, ask for best time and record answer)

Identify the cause of the client's concern and tie back your responses to address the objection.

Suggested Scripting:

"If you have any concerns or questions, our agent will be happy to address them during your  appointment. Just to confirm, you want to speak with an insurance agent to submit an application for Final Expense insurance on (Date and Time]."

Note: CLIENT MUST SAY YES. 

Suggested Scripting:

"We look forward to speaking with you on (Date and Time) to help you find your insurance coverage.  Goodbye."