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FE Script

This document contains a script for a phone call to sell final expense insurance. The script outlines qualifying questions for the potential customer, including their age, address, name, financial independence, and recent health conditions. If qualified, the customer is told they will be transferred to a supervisor who can provide more details on a new, low-cost final expense insurance plan. The script also includes potential rebuttals to common objections like already having a policy, not being interested, being unable to afford it, or asking about pricing.

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Veer Hamza
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© © All Rights Reserved
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Download as DOCX, PDF, TXT or read online on Scribd
627 views

FE Script

This document contains a script for a phone call to sell final expense insurance. The script outlines qualifying questions for the potential customer, including their age, address, name, financial independence, and recent health conditions. If qualified, the customer is told they will be transferred to a supervisor who can provide more details on a new, low-cost final expense insurance plan. The script also includes potential rebuttals to common objections like already having a policy, not being interested, being unable to afford it, or asking about pricing.

Uploaded by

Veer Hamza
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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FE Script

Hi, this is with American benefits.

I’m calling to inform you about a New LOW-COST Final Expense program that is recently approved in
your state________ This program will cover 100% of your funeral, burial& cremation expenses. So i just
need to ask you few questions to make you qualify okay?

 How old are you? (age must be between 50 to 80)


 I have your state with me that __________ could you please verify me your zip code?
 May I have your first and last name please _______.
 Do you manage your own finances or do you have POA or does a family member manage them
for you?
 Lastly, within the last 5 years have you had a heart attack, stroke/TIA, any type of cancer,
diabetes, Alzheimer, dialysis, lung problems (need to use oxygen daily) or do you currently
reside in any nursing home? IF NO ▪ Transfer
 Just to confirm you are looking for Final Expense Insurance?

Great, that’s all information I needed so just to let you know again this call is about new final expense
insurance program and you interested in learning more about it. Right? (MUST YES)

Now i am going to transfer my call to one of my senior supervisor and he will further assist you about new low
cost final expense insurance plan okay? Please stay on the line and here we go!
Rebuttal
I already have it- Would you like to look at options for additional coverage or add more coverage?

I am not interested– These are state approved low-cost funeral expense policies that will take
care of the burden of your loved ones in the hour of need. Then Question?

Can’t Afford - These are small, affordable policies and are based on affordable monthly premium.
These are specifically designed for people on social security and fixed income. Are you on social
security? If yes– What amount of coverage would you want?

How much is the $$$ Policy costs?


That’s a great question let me qualify you and the licensed agent will be able to quote you the
exact rate on this call

I already have insurance – GREAT – But the cost of funeral expenses is $ 10,000 to 12,000
and these policies are paid 24-48 hours. I am going to take you through the options we have
for you.

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