Final Expense Good Health Live Transfers

Final Expense Good Health Live Transfers Script

Verifier’s Script

Thank you so much for holding on line my name is _______ how are you?

• Before I proceed further, let me have your DOB please**

Just to make sure that we’re on the same page, let me tell you that this call is about new State Regulated, final expense whole life insurance plans. God forbid if you die tonight, tomorrow, or the day after tomorrow, these plans are designed to cover 100% cost of burials, funerals, cremations or any other debts or obligations that you may leave behind. All of these policies will be whole life insurance that will never expire on you and their rates will never go up regardless of your age or health conditions.
I would like to ask you a few qualifying questions and then I’ll let you talk to a licensed insurance agent, who will provide you with a quote with in next 10 minutes is that okay with you?

• Do you make your own Financial Decisions?
• Do you have a valid checking’s or savings account?

A lot of people use this coverage for 3 reasons. Burial, Cremation or leaving some money for their loved ones. Would you like to go for a cremation policy or a Burial one?
Will it be your first coverage or you are trying to add one? (If the client says adding more. please build the need of additional calls.)
Let me ask you a question? If we are able to offer you something affordable that fits into your needs regarding your final expense and possibly get you the best coverage available in the market,

• would you consider starting your coverage in 30 days?
• Just to confirm are you able to afford minimum $25 to $50 a month for the policy?

Health questions

• Are you currently hospitalized, in a nursing home, or at home health care? (If yes “Disqualified”)
• Are you currently on oxygen? (If yes “Disqualified”)
• Have you ever had Alzheimer’s, dementia, Congestive heart failure, HIV, cancer? (If yes “Disqualified”)

If you choose to take coverage who would the benefit will go to? All I need to have is a relationship, no names required.
Before I transfer your call to a specialist, what’s your Zip-code down there?

• How do you pronounce your 1 st and last name?

Transfer
Now stay with me on the line, I’ll bring my specialist on call so he will further guide you about Discounts,Prices and benefits of final expense insurance and this call will override any federal or do not call list you may be on, Okay?
So please don’t hang up I will be right back within a short while, HOLD ON.