D O W N L O A D S
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10 Final Expense Benefits Handout
Print this out and give to every Final Expense Lead and Whole Life Client.
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ACCEPTANCE LETTER
Give this to your clients once their application has been accepted.
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Americo HMS - 10 Features
Show this to every client while gathering quotes for HMS Term.
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DIAL TRACKER
Use this to track your dials and appointments booked each week.
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CREMATION & BURIAL EXPENSE SHEET
This is a breakdown of the average cost of cremation and burial services.
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CLIENT PROFILE
Use this to keep accurate records of your clients.
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CLIENT REFERRAL FORM
Use this to get referral information from clients.
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CLIENT SURVEY
Use this to gather referrals from your clients after you protect them.
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FINANCIAL INVENTORY & CARRIER CREDIBILITY SHEET
Use this in every home, with every lead type, and fill out completely on every appointment.
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Final Expense Cheat Sheet
Use this to help you decide which carrier to go with.
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Final Expense Gridsheet
All Final Product product overviews and height and weight.
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FINAL EXPENSE WORKSHEET
Print out the Final Expense Worksheet for your client.
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"I AM" YOUR POLICY
Use this to reassure your clients that they are putting their trust in the right person to protect their family.
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IN-HOME AGENDA
Step by step guide to properly set the table in-home.
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REFUSAL OF COVERAGE
Use this form when a client, spouse, or dependent are refusing or canceling coverage.
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RX CARD REFERRAL
Use this to gather referrals when you give a client a prescription discount card.
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HOW TO BOOK MORE APPOINTMENTS
Call at different times of the day
-Early in the morning and late at nightChange your dialing pattern
- Dial all leads 1 time through
- Dial all leads a 2nd and 3rd time through
- Dial all leads a 4th & 5th time throughNext day, triple dial them - 3 dials in a row
Later in the same day, use the *67 before you dial
- Optional: Triple *Dial 67Use a different phone number
Final Expense Text:
- “If this is Dolores, call me ASAP”Mortgage Protection Text:
- Send picture of MTG lead card w/ 3 open times over next 2 days & ask them to pick one.Doorknock unreached leads with printed lead
- “I am the assigned field underwriter to your case”Email: FEX leads you get their email
Leave a voicemail:
- Use the opening lines of a script
- Ask for a call back