OUTBOUND FRONTER SCRIPT

Hi <<Clients First Name >> -? - It’s <<Your Name>>, from over here at Senior
Benefits and, I’m calling you back about the new state-approved Final Expense Life
Insurance plans, And I noticed that we did not get you qualified the last time we
spoke. <<Clients First Name>>, you are still a resident of <<State of Client>> right -?
- (Get Agreement)

NO TRANSFER STATES: ( AK, MT, NY, HI, WY, CT ,ME, MA )

For quality and training purposes, the remainder of this call will be recorded, and to
see what final expense life Insurance program you may be eligible for I need to verify
that you are between the ages of 50-79?

Now <<Clients First Name>>, I am going to ask you a few simple questions to
determine the level of coverage you may qualify for.

1. How long have you lived in the state of <<Client’s State>>?

2. Do you currently have any Life Insurance or Final Expense plans in place now?
YES: Awesome most people we have do as well.
NO: Okay, don’t worry, we can help you.
3. If you were to qualify for these state-approved final expense life insurance
plans, who would you want to be your beneficiary?

Now <<Clients First Name>>, These final expense life insurance programs are
approved by the state of <<<State of Client>> to help folks protect their family from the
rising cost of funeral expenses, and these plans can range from $5,000 to $50,000 in
coverage. <<Clients First Name>> I want you to think about how much coverage you
need so we can give you an accurate quote.
I’m bringing my coworker on the line now and they’re going to ask you additional
questions to make sure we are able to get you the BEST possible quote, here they
come now…

TRANSFER WITH BENEFICIARY INFO

“Hi <<Coworker’s Name>>, it’s , and I have <<Clients First Name>>, from the state
of , <<Clients First Name>> meets our age requirements and I’ve let them
know you’re going to be asking some additional questions to make sure we’re able to
get them the BEST quote possible today to help protect << Beneficiary>>.

<<Coworker’s Name>>, can you please help them from here? (wait for response from
coworker before leaving the conference)

TRANSFER WITHOUT BENEFICIARY INFO

“Hi <<Coworker’s Name>>, it’s , and I have <<Clients First Name>>, from the state
of , <<Clients First Name>> meets our age requirements and I’ve let them
know you’re going to be asking some additional questions to make sure we’re able to
get them the BEST quote possible today.

<<Coworker’s Name>>, can you please help them from here? (wait for response from
coworker before leaving the conference)

If client gives objections, respond with:

“Thank you for sharing that with me, this is just to get you
your free quote for these final expense life insurance
plans”.