Final Expense Telesales* Success Formula
- Fresh leads every week (50-100 CABoom or CLSD leads, or 100-200 $3-6 leads from BangBang!)
- 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. Time block your day- dial for 90-120 minutes, take a 30-45 minute break, repeat, repeat, repeat. Commit to dialing 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, Training Days and Captain's Calls
(If you are a part time agent you can adjust the numbers to your availability, don't compromise on the activity)
* it is highly recommended to make use of the Client Connection 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.