SCRIPT FE

FINAL EXPENSE – TEAM ELITE

Hi, this is ______ from AMERICAN BENEFITS, how are you doing today?

I’m getting back to you to inform you of a new LOW-COST Final Expense Insurance Plan that has just been approved in your state of (STATE ON DIALER) and it is designed to cover 100% of your final expenses. We have our specialist, willing to explain how this plan can benefit you and your

family.

GREAT – Let me ask you a few questions to pre-qualify you.

1. Please confirm your first and last name?

2. Please confirm are you between the ages of 50-80 years old? and what's your DOB?

a. IF Between 50 - 75 client qualifies for MAIN and answers NO to question 6.

b. IF Between 50 - 80 client qualifies for SECONDARY

3. Just to confirm you are looking for Final Expense Insurance? (MUST BE YES)

4. For an additional discount, can you confirm if you use a traditional bank or a credit union?

5. Are you the one who manage your finances? (MUST BE YES)

6. Sorry to ask but, Do you have any medical conditions? Like, within the last 5 years have you

had a heart attack, stroke, any type of cancer, diabetes, Alzheimer, dialysis, lung problems (need

to use oxygen daily) or do you currently reside in any nursing home?

. IF NO ▪ Transfer FE Main a. IF YES ▪ Transfer FE Secondary

GREAT I have a licensed agent from the state of ___ waiting on the other line, please confirm

you have at least 10 minutes to look at your options?

MUST BE A YES TCPA: By submitting your information You agree to Receive communication, VIA

Auto Dial, Live Calls, Emails & Text from our license agents on the number provided, even if your

number is on State or federal do not call list. If you agree PLEASE SAY YES. “Must be a Clear

“Yes” GREAT - Please hold

Transfer part: Hi Agent name ___ I have Mr./Mrs._____ with me looking for final expense

insurance. He/She is _ years old & her DOB is ___ Please take over the call.