Final Expense Script - "Protecting Your Legacy"

Introduction:

1. Agent: Hello, [Prospect's Name], my name is [Your Name]. I'm calling from [Your Company], and I hope this call finds you well. Am I speaking with [Prospect's Name]?

Building Rapport:

2. Agent: Great! [Prospect's Name], the reason for my call today is to discuss a topic that's important but often overlooked – final expense planning. Many people find it helpful to ensure their loved ones are taken care of when the time comes. Have you had a chance to think about this?

Listen and Acknowledge:

3. Agent: I understand that discussing final expenses may not be the most comfortable topic. However, we've found that being prepared can provide peace of mind. May I ask if you've considered or have any plans in place for final expenses?

Provide Information:

4. Agent: Excellent. Our company specializes in helping individuals like yourself plan for these inevitable costs. We offer a range of final expense plans tailored to meet different needs and budgets. These plans can cover funeral expenses, outstanding debts, and provide financial support for your loved ones.

Address Concerns:

5. Agent: I completely understand that making decisions about these matters can be overwhelming. Many of our clients initially have similar concerns. Is there anything specific on your mind that I can address or clarify for you?

Customize Solutions:

6. Agent: Based on what we've discussed, I believe we have options that could be a good fit for your situation. To better tailor our recommendations, could you share more about your specific concerns or preferences regarding final expense planning?

Appointment Setting:

7. Agent: Thank you for sharing that, [Prospect's Name]. I'd love the opportunity to provide you with more detailed information. Would it be convenient for you to schedule a brief, no-obligation consultation, either in person or over the phone, where we can go over the details and answer any questions you may have?

Closing:

8. Agent: Great! I appreciate your time today, [Prospect's Name]. I will send you a follow-up email with some additional information and options. Please feel free to reach out if you have any immediate questions. Thank you again, and I look forward to speaking with you soon.