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Final Expense

The document is a script for a phone call regarding a low-cost final expense insurance program targeting individuals aged 50 to 80. It includes a series of qualifying questions for potential clients and outlines rebuttals for common objections. The script also details the transfer process to a licensed agent for further assistance.

Uploaded by

Faiq Khan
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1K views2 pages

Final Expense

The document is a script for a phone call regarding a low-cost final expense insurance program targeting individuals aged 50 to 80. It includes a series of qualifying questions for potential clients and outlines rebuttals for common objections. The script also details the transfer process to a licensed agent for further assistance.

Uploaded by

Faiq Khan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

BS Communication

Final Expense – Script

Hi this is _____________ with American Benefits, how are you doing?

Actually, I am calling to inform you about a new low-cost final expense program recently
approved by the state to cover 100% of your final expenses. So, we are just providing some
information regarding that so I just want to confirm

1. How old are you?

This plan is for the people who are above the age of 50 years so how old are you? (Must
be 50 to 80)

2. What is your 5-digit zip code is ________?

3. On which plan do you want to get free quotes like 5000 10000 or 20k

4. You pronounce your name as________ .(Must confirm the first and last name)

5. last question from my site who is your beneficiary, like son daughter spouse?

Transfer Part:
OK now I will transfer this call to one of my License Agent who will assist you further. Please
stay on line

When License agent says Hello {introduce your customer with L.A

Hello/Hi I have miss/Mr (name) on the line He/She is (age) years old his/her zip code is 12345,
He/She is looking for quotes about Fine Expense insurance, Kindly Assist him/her further

Mute the mic


BS Communication

Rebuttals

I already have it / I am not interested:


I understand, we are not going to change any prices or relationships you have right now for your future
references. You can check the all information’s including the benefits we have, after that you can decide
if it is something that meets your finances

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.

How much is the $$$ Policy costs?


That’s a great question___ let me qualify you and the licensed agent will tell you the exact rate on this
call

I already have insurance–GREAT:


But the cost of funeral expenses is $ 10, 12,000 and these policies are paid 24-48 hours. The license
agent will take you through the options we have for you.

i am not sure for Coverage plan:


Coverage Plan: Let me elaborate this question for you, if you like a 5000$ policy that does not mean you
have to pay 5000$ as an upfront. There will be a monthly premium and it depends on your age and
heath conditions

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