Hey _____, my name is (your name).

I’m calling about the life insurance or final expense ad/post you saw online (“a while back” if old lead).

I have your birthdate as _____. Is that correct?

(Be ready for objection)

💬 Objection Help

Hello, this is (your name). I'm the licensed agent that will be helping you today. (Agent Transfers Client) How are you today? Just for verification, I have your birthdate as _____. (verify anything if no DOB) Is that correct?

Hello, this is (your name).

Just to confirm, are you shopping for a final expense policy?

Perfect, we work with over (40) A-rated final expense companies & every one of them will insure you if you have a checking account with a local bank or credit union.

Do you own a checking account?

All of the final expense companies will require your social security number & banking information when we apply. I don’t need that information now, but I just want to be transparent with you, okay?

I want to be very respectful of your budget… So, is there a specific price you’re trying to keep this under per month?

Or… “How much coverage are you looking for?”

What’s your name?

(The info on the All Calls screen is often incorrect.)

If we find you the perfect policy, when would you like to make the 1st payment to get you insured?

Are you employed, retired, or disabled?

What’s your annual or monthly income?

“We generally won’t recommend anything over 10% of your monthly income.”

What got you thinking about final expense coverage?

Do you want a traditional burial or a cremation?

Who do you want to leave the money to?

So I can get you the right information, what’s your date of birth?

What’s your email?