D O W N L O A D S

  • 10 Final Expense Benefits Handout

    Print this out and give to every Final Expense Lead and Whole Life Client.

  • ACCEPTANCE LETTER

    Give this to your clients once their application has been accepted.

  • Americo HMS - 10 Features

    Show this to every client while gathering quotes for HMS Term.

  • DIAL TRACKER

    Use this to track your dials and appointments booked each week.

  • CREMATION & BURIAL EXPENSE SHEET

    This is a breakdown of the average cost of cremation and burial services.

  • CLIENT PROFILE

    Use this to keep accurate records of your clients.

  • CLIENT REFERRAL FORM

    Use this to get referral information from clients.

  • CLIENT SURVEY

    Use this to gather referrals from your clients after you protect them.

  • FINANCIAL INVENTORY & CARRIER CREDIBILITY SHEET

    Use this in every home, with every lead type, and fill out completely on every appointment.

  • Final Expense Cheat Sheet

    Use this to help you decide which carrier to go with.

  • Final Expense Gridsheet

    All Final Product product overviews and height and weight.

  • FINAL EXPENSE WORKSHEET

    Print out the Final Expense Worksheet for your client.

  • "I AM" YOUR POLICY

    Use this to reassure your clients that they are putting their trust in the right person to protect their family.

  • IN-HOME AGENDA

    Step by step guide to properly set the table in-home.

  • REFUSAL OF COVERAGE

    Use this form when a client, spouse, or dependent are refusing or canceling coverage.

  • RX CARD REFERRAL

    Use this to gather referrals when you give a client a prescription discount card.

 HOW TO BOOK MORE APPOINTMENTS

  1. Call at different times of the day
    -Early in the morning and late at night

  2. Change 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 through

  3. Next day, triple dial them - 3 dials in a row

  4. Later in the same day, use the *67 before you dial
    - Optional: Triple *Dial 67

  5. Use a different phone number

  6. Final Expense Text:
    - “If this is Dolores, call me ASAP”

  7. Mortgage Protection Text:
    - Send picture of MTG lead card w/ 3 open times over next 2 days & ask them to pick one.

  8. Doorknock unreached leads with printed lead
    - “I am the assigned field underwriter to your case”

  9. Email: FEX leads you get their email

  10. Leave a voicemail:
    - Use the opening lines of a script
    - Ask for a call back

GOAL: RESOLVE EVERY LEAD

You paid for it, now go make a sale from it.