Hi this is .......... and I'm calling you with Senior Benefits .

How
are you Doing Today?
Actually the reason of this call is to let you know about the new
low cost Final expense Insurance plan. That has just been
approved in your state and It is design to cover 100% of your
funeral expenses so not right now, my licensed agent will give
you a call back in next few days and provide you more
information would that be okay? (IF OKAY THEN) Perfect !..
1. So What is the best time to call you back Like Morning,
Evening , Afternoon. ?
2. Just for qualifying purpose may i ask How old are you. ?
3. In case if you choose to take this coverage then who would
the benefits goes to after you like your Spouse, Son or may be
your daughter ?
4. We have three different plans for you on 5 thousand, 10
thousand,20 thousand. So on which plan would you like to
receive information 5,10 or 20 any rough guess?
5. For giving you more discount I do believe you have active
checking or saving Account.?
6. How do u pronounce your First and Last Name.?
7. Just for mailing purpose may I have your mailing Address. ?
8. Are you suffering with any kind of major health condition like
cancer, dementia, heart stroke , dialysis or any other?
9. Lastly! for the next call back reference What is your favorite
color like mine is green ?
So today is (date)...Just Do Expect the call back from our
licensed agent ____ about Final Expense Insurance Plans on
same number (123......0) with in next few days even if your
number is listed on any state or federal do not call list! Okay.
( Have a nice day ).

QUESTIONS/REBUTTALS

WHERE ARE YOU LOCATED? (CX ASK WHERE THE AGENT IS LOCATED/YOU)

We’re located in Florida, however we have 3000 insurance agents across the country that helps individuals like
yourself find an option for low cost Life Insurance

NOT INTERESTED REBUTTAL (CX SAYS NOT INTERESTED/CAN'T DO IT RIGHT NOW)

Ok but before you go these new affordable plans has just been approved in your state and almost everyone qualifies.
Our License agent can give you a callback and give you more information would that be ok?

NOT RIGHT NOW REBUTTAL (CX SAYS THEY CAN'T TALK RIGHT NOW/DO IT RIGHT NOW)

oh no, this is not for right now the agent will call you back within the next few days to review your options with you
would that be ok?

ALREADY HAVE INSURANCE (CX SAYS THEY HAVE INSURANCE)

Great! It’s good you're thinking ahead but the cost of funeral has increased over the years. Would you like to learn
more about possibly adding some coverage if it was affordable. Our License agent can give you a callback with more
information would that be ok?

OR
Well, it’s good to be ahead however all of our clients feel that every dollar is important these days. We would like
 show you some comparable plan that could save money and assure you that you are getting the best value for your
dollar.

HOW DID YOU GET MY NUMBER (CX ASK HOW YOU GOT THEIR NUMBER INFO)

We usually get your information from online requests or senior databases

MAIL? (CX ASK TO MAIL THEM SOMETHING)

Unfortunately, I won’t be able to do that but when the agent call you back they will provide you with all the information
you need.

WHERE CALLING FROM? (Cx Ask where YOU ARE CALLING FROM)
Senior Benefits, we’re a division of US life

WHAT IS FINAL EXPENSE INS. (EXPLAIN THE INSURANCE IN MORE DETAIL)

Final expense is a life insurance policy that covers burial expense and any other debts or obligations you may have.

HOW MUCH WILL IT COST? (Cx asks about cost.)

The policies are inexpensive and have only small monthly premiums. We’d love to set up a time for a specialist to call
you back with the specifics.

NO INCOME/NO MONEY (Cx says they can't afford etc..)

I understand, that is the GREAT thing about this plan for many people it may cost less than $1 per day, do you think
with your current budget you could afford that?

OFFSCRIPT (FOR QUESTIONS YOU CAN'T ANSWER)

My only job is to schedule a callback with one of our specialist so they'll be the better person to answer any questions
you have