Final Expense Telesales* Success Formula
- Fresh leads every week (50-100 CABoom, or 75 $14 leads or 100 $6 leads from OPT!)
- Commit to 300 dials, 5 presentations, or at least 1 application per day
- Dial as many days as it takes to hit your goal.
- 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
- Be on the 24-7 Zoom whenever dialing and the Lasting Mark Dial Day on Tuesdays
- Track all of your numbers
- Listen back to your recordings
- Send recordings of your presentations to Tom for review
- Attend the LIA coaching call on Thursdays
- Plug into Life Huddles and Captain's Calls
(If you are a part time agent, cut these numbers in half)
* it is highly recommended to use the Live Client inbound calls for efficiency
Final Expense Scripts
Print out the appropriate script to refer to while dialing.
Final Expense Documents
Review each of these. Print Client Worksheets to gather client info and Activity Tracker to monitor your daily and weekly activity.
Underwriting
Additional Resources
FE Agent Guides & Brochures
American Amicable
Accendo-Aetna
Americo
Gerber
Transamerica
Electronic Signature Guides: Client Messaging
Print each carrier's screenshot page for your reference when guiding a client through the signing process.