A Crash Course In Final Expense Telesales

By David Duford - January 03, 2023 - 5 Mins Read

Greetings and salutations!

Ready to transition to final expense telesales due to the coronavirus/covid-19 crisis?

What you’ll find below is my ENTIRE catalog on selling final expense over the phone.

Let’s get started!

NOTE: Are you an aspiring or new insurance agent looking for more insight on how the insurance sales industry works? Check out my free New Insurance Agent Resource Guide to help answer many of your questions (as well as ones you didn’t know you had!).

Quick Navigation Article Links

- Scripts, Cheat Sheet

- Software

- Leads

- Best Carriers

- Strategizing

- Top Agent Interviews

Scripts, Cheat Sheet

- Final Expense Telesales Carrier Cheat Sheet – Access Here (feel free to bookmark for future use)

- Final Expense Telesales Presentation Script – Access Here (book mark for future use).

Free Training On How To Use Cheat Sheets To Identify The Best FE Carrier (Must Watch)

https://youtu.be/ms1hkNvKm7E

Recommended Software For Final Expense Telesales Agents

ProspectBoss – Power Dialer/CRM

ProspectBoss – This is our preferred multi-line power dialer and CRM. Please note that this is an affiliate link.

Below are videos and links to help you better understand how to use ProspectBoss to generate final expense telesales appointments:

How To Use ProspectBoss

https://www.youtube.com/watch?v=S4_N8BBUjbU

Playlist Of ProspectBoss Training

https://www.youtube.com/playlist?list=PLm7SI_pVRwUsluiV9-JKQRaBir1OJ9TWO

Live Training On Zoom Daily @ 3PM EST To Answer Your Questions Following This Link Here.

FEXQuotes

Pulls quotes from all major final expense carriers. $24.99 per month if not affiliated with David Duford’s agency. FREE if you are.

Learn more about FEXQuotes here.

Best Plan Pro

Best Plan Pro helps agents determine which carrier offers the best plan based on underwriting criteria. Cost is $29.99 per month using my affiliate link here.

Equipment

https://youtu.be/UmkjlP8NlTE

Best Final Expense Leads For Telesales At Home

https://youtu.be/mUFrkYBm1g8

Best FE Telesales Lead Vendors

Facebook Leads

- GameTimeLeads

- Secure Agent Leads

- Tips, Tricks, & Closers

Telemarketing Leads

- Lead Heroes

- The Lead Jerk

Best Final Expense Carriers To Sell Over The Phone From Home

https://youtu.be/9ayswTZTjNw

Final Expense Telesales Carrier Breakdown

Prosperity Life Group

Carrier Review Article

New Vista Product Overview

https://youtu.be/2ubuDgDIwrU

PrimeTo100 Term Product Overview

https://youtu.be/_G6E4GEdF_U

How To Do An E-App With Prosperity Life

https://vimeo.com/374681153/0520d632e2

How To Do A Great Western Digital/Verbal Authorization Application

https://youtu.be/avLvU2sX2dI

Foresters

Foresters Overview Article (for underwriting and pricing)

Foresters LiveApp Overview

Workflow, Strategic Preparation

https://youtu.be/7GZQFd6NuxQ

https://youtu.be/CpnzceEdmMM

Interviews With Face To Face FE Agents Who Transitioned To Telesales

https://youtu.be/gUteE5KTAv4

https://youtu.be/QlgdGS6_y_w

Want To Sell Final Expense By Phone With David Duford’s Agency?

To learn more about contracting, reach out here.

We have access to all sorts of benefits for final expense agents, including:

- Top contracts for new and experienced agents. David Duford recruits and operates at FMO/IMO levels, giving him buying power to offer commission levels to agents and agencies others cannot match.

- Affordably-priced, high-quality lead programs for direct mail, Facebook, and telemarketing leads. David does not profit from the sale of leads, only referring you to sources with a track record of success.

- An endless supply of top-notch prospecting and sales training at your fingertips.

- Weekly sales training calls with David, ride-along training opportunities with David and his team, and direct phone/text access to David when you have case placement and sales questions (yes, David answers his own phone =).