A Crash Course In Final Expense Telesales
last updated on January 31, 2021
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
- 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)
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
Playlist Of ProspectBoss Training
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
Best Final Expense Leads For Telesales At Home
Best FE Telesales Lead Vendors
Facebook Leads
Telemarketing Leads
- David Duford’s Agency (for high-quality telemarketing leads and live transfer leads)
- Lead Heroes
- The Lead Jerk
Best Final Expense Carriers To Sell Over The Phone From Home
Final Expense Telesales Carrier Breakdown
Prosperity Life Group
New Vista Product Overview
PrimeTo100 Term Product Overview
How To Do An E-App With Prosperity Life
Royal Neighbors Of America
Liberty Bankers Life
Carrier Review Article (message me here for the password to access)
Great Western Life Insurance
How To Do A Great Western Digital/Verbal Authorization Application
Foresters
Foresters Overview Article (for underwriting and pricing)
Foresters LiveApp Overview
Workflow, Strategic Preparation
Interviews With Face To Face FE Agents Who Transitioned To Telesales
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 =).
- Additional training and support for agents interested in cross-selling Medicare Advantage, annuities, or growing their own insurance agency.
9 Comments
Kalvin
Hi David, I'm looking for the Pre-Qualification Cheat Sheet you have available, where can I find it?
David Duford
Sure thing =) – just emailed it over!
Cynthia J Walker
David, I made several attempts to save the– Actual Face to Face FE Script vs the Telesales Script– It seems, I have save over and over, the overview of the Telesales script, with the Script wording inserted. I want just the actual Telesales Script, and the actual Face to Face Script for FE. Obviously, I've saved the overview of each of these scripts. I had taken time to review and train on the telesales FE script, and am working on merging cody's telesales script with ours. I really like our intro better, and warm up. Can you pls direct me to these two script uploads? or send me the link?
I really am having issues finding saved files on this new system. I will contact Microsoft support, again. These files were saved just yesterday.
David Duford
The telesales script is above, the face to face script is on the training website.
Don Albright
On the video with Michael, how many live leads a day is he taking and does he do anything in between those calls?
David Duford
3-5 daily inbound calls. Hanging around waiting when not on a call.
Jack gronlund
Looking for the cheat sheet as well – Thanks
David Duford
Hi Jack, I emailed you on where to find it.
Tom Gibson
David,
I'm looking for a program that will
pre-set 5-10 FE and Mortgage appointments for me per week, any suggestions or recommendations?