Final Expense Agent Resources

Final Expense Agent Resources

Final Expense Agent Success Formula

  1. Fresh leads every week (50-100 CABoom, or 75 $14 leads or 100 $6 leads from OPT!)
  2. Commit to 500 dials per day, 6 presentations, or at least 1 app
  3. Dial as many days as it takes to hit your goal.
  4. Be on the phone by 8am local and don’t stop till 9pm. You can take a break or two throughout the day - take it sometime between 12p-5p not during prime hours
  5. Be on the 24-7 Zoom whenever dialing and the Lasting Mark Dial Day on Tuesdays
  6. Track all of your numbers
  7. Plug into the coaching calls every Tuesday and Wednesday
  8. Send recordings of your presentations to Mike for review
  9. Listen back to your own recordings
  10. Attend the LIA call on Thursday
  11. Plug into the Script Workshop on Fridays from 1-3pm eastern
(If you are a part time agent, cut these numbers in half)

Electronic Signature Guides: Client Messaging

Print each carrier's screenshot page for your reference when guiding a client through the signing process.