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Final Expense Script

This document is a script for a phone call regarding a new low-cost Final Expense Insurance plan designed to cover funeral expenses and debts. The script includes questions to determine the caller's age, preferred coverage amount, beneficiary, and smoking status. It concludes by offering to connect the caller with a licensed specialist for further assistance.

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shababmughal661
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111 views1 page

Final Expense Script

This document is a script for a phone call regarding a new low-cost Final Expense Insurance plan designed to cover funeral expenses and debts. The script includes questions to determine the caller's age, preferred coverage amount, beneficiary, and smoking status. It concludes by offering to connect the caller with a licensed specialist for further assistance.

Uploaded by

shababmughal661
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

FINAL EXPENSE SCRIPT

Thanks, you for your online submission. I’m ________ from Life Benefits. How are you?

As you know a new LOW-COST Final Expense Insurance plan that has just been approved in
your state (STATE ON DIALER) and it is designed to cover 100% of your funeral (Burial) expenses
and any other debts or obligations you may have.

• So, if you don't mind, may I ask how old you are? (This is so he/she can determine the
best plan for you) (must be between age 45 - 80, if not invalid lead)

• This state-approved plan comes in 5000, 10,000, 20,000 and $30,000 in coverage, which
plan would you like to review and get the quote on?

• If you chose to take the coverage, who would the benefit go to? Like your Spouse, Son
or Daughter? (Beneficiary can be anyone else but the customer)

• By any chance are you a smoker or a non-smoker?

• I have your name here with me is ___________?

• You are still residing in the (State). Address…

That’s all I need to confirm, one of my license specialists is waiting for you on the other line to
assist you further so do you allow me to connect you with him? Must Yes

Thank you so much for your time now I’m connecting your call please hold on for a sec…

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