Final Expense Telesales Curriculum 2025
Final Expense Telesales Curriculum 2025
FE Telesales 101
- Download & print the script; read through the script to become familiar with the flow.
- Watch "Welcome to Trustworthy & Intro to Telesales, be prepared to take notes and jot your questions:
Welcome to Trustworthy & Intro to Telesales. 7 minutes.
3. Watch 5 Fundamentals video (45 mins), be prepared to take notes and jot questions:
4. Book your FE Telesales 101 session:
Choose Monday 7PM, Tuesday 11AM or Wednesday 3PM session (times EDT)
Review Telesales processes; locate essential resources for underwriting, quoting and E-Apps; refine your belief statement; open Q&A.
Set Reminders for Weekly Calls
- Monday 9am EST: Trustworthy Weekly Kick-off Call
- Monday 930am EST: Lasting Mark™ Launch Call
- Wednesday 10am EST: Simplified Life Training | This is Lasting Mark™
- Thursday 1030am EST: Life Insurance Academy Coaching Call
Links for all calls are on the Agent Resources Page
Understand the Process
Watch these videos to develop understanding of the script and key techniques.
Understand the Process
Build Trust. Transfer Belief. Identify, Address and Raise the Stakes. Present Options. Share Solutions.
What is Your Belief Statement?
Compelling, Anecdotal, Earnest.
Ask More Questions
Emotional Excavation is digging deeper by asking questions that encourage the client to tell themselves why it's important.
Technology
Laptop or Desktop Computer (Mac or PC)
2nd Screen - can be a Tablet/iPad
Subscribe to the Trustworthy CRM
Digital Business Card
Underwriting
THIS IS IMPORTANT!
Review Final Expense Application Questions
Look Up Medications
Ask Questions in Slack Help Channels
Utilize the Agent Toolkit
Electronic Applications
As you receive your Carrier Writing Numbers, set up your web log in and find the E-App portal ASAP. Work through 2-3 practice applications in each portal to get familiar, ASAP.
Engagement & Association
Weekly Calls
Recommended for Success in the FE Telesales Platform!
24-7 Live Dials, Coaching & Role Play
Success Happens in Community!
Join the team in our Zoom Dial Room- bring your leads and dial, hear how top agents execute the script and handle situations. Break out rooms are open for coaching and for those waiting for carrier contracts to role-play.
Get to a Boot Camp ASAP
Success Happens in Community!
Gather up with other agents to dial together. Our coaches will help you develop your skills and teach you to handle all situations.