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Premium Final Expense Script

The document is a script for agents promoting a new low-cost Final Expense Insurance plan that covers funeral expenses in [STATE]. It includes steps for confirming the client's information, offering coverage options, and setting up a security keyword for follow-up calls. The agent is instructed to politely end the call if the client is not interested after one rebuttal.

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jerrynsolbpo
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Download as PDF, TXT or read online on Scribd
17 views

Premium Final Expense Script

The document is a script for agents promoting a new low-cost Final Expense Insurance plan that covers funeral expenses in [STATE]. It includes steps for confirming the client's information, offering coverage options, and setting up a security keyword for follow-up calls. The agent is instructed to politely end the call if the client is not interested after one rebuttal.

Uploaded by

jerrynsolbpo
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Premium Final Expense Script

Hi, this is (AGENT NAME) with Senior Services.

I’m calling to let you know of a NEW LOW-COST Final Expense Insurance plan that has
just been approved in [STATE]. This plan is designed to cover 100% of your funeral
expenses.

Our local agent can contact you in a day or two with more information.

Would morning or afternoon better for you?

(If Not interested ONE Rebuttal allowed. If the answer is still NO after rebuttal, POLITELY
end the call.)

1. Confirm name on file. ( If spouse, get NAME )

2. This new plan offers a few options, would you like information on 5 thousand, 10
thousand or 20 thousand in coverage?

3. And one last thing, for security purposes, I would also like to set up a keyword so you
know it’s my licensed burial specialist calling you back, the keyword will be a color.

Please choose between red, blue or green?

Please remember your keyword and expect to be contacted by our local agent within the
next day or two about this Final Expense Insurance plan. Have a wonderful day!

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