Final Expense Appointment Script

Hi, This is …….. With Senior care / Senoir Benefits. How are you?
I’m calling to let you know of a new LOW COST Final Expense Insurance plan that has just been approved in your state <<____>>. This “LIFE” insurance plan is designed to cover 100% of your funeral expenses. Our local agent would like to see you in next couple of days to show you these plans so would you be interested in learning more about this new Low Cost “LIFE” insurance plan?
If YES Continue
(If Not interested /YES Insurance One Rebuttal allowed)
Before we get started, I do want to make sure you understand what Final Expense Insurance actually is. Final Expense is a policy on YOU so that, god forbid, if something were to happen to you, your family would receive a tax free check to pay off your funeral expenses. This would relieve that Financial Burden of having to pay funeral costs that would be passed on to your family.

1. So, the information I already have is: (Go over the information on the lead sheet)
2. Verify correct spelling of name, address, unit #,apt#)
3. How old are you. (50-80) (This is so we can determine the best plan for you)
4. Okay great – Now, I just need to ask you a few basic pre-qualifying questions about your medical history
5. Do you have Diabetes? If so, do you take a pill or insulin? When were you diagnosed?
6. Do you have any checking or saving account? Must be “YES”
7. Our agent can come to your place and show you all the options you qualify for as these plans starts from $2000 and goes up to $50000 so Is morning, afternoon, evening better for YOU?
8. Ok great- And what time will be good for you? (Get the accurate time and day)
9. If you chose to take coverage, who would the benefit go to? All I need is the relationship such as a spouse, son or daughter?
10. And one last thing, for security purposes we want to be sure that you know it is one of our agents reaching you back. So may I ask, what is your favorite color?

Pause 3 seconds……………. Great! _____, you do qualify for this NEW PROGRAM. It’s with
(___________) and the great thing about this program is that we provide the Maximum
Coverage at the lowest possible premium.
The only item left to do is for our agent –__________, he is licensed specialist in your area he
will come out and see you, record the medical questions, and show you the programs You
qualify for.

Now before you go I would like to inform you:
The agents name is ________, he will be coming out around (state time and date and the day
of the appointment)
OK, Have a great day.