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F2F FEX Script

Hey [First Name] This is [Your First Name] With [Company Name] How are you?

I’m calling to let you know of a new LOW COST Final Expense Insurance plan that has just
been approved in [State you are Calling]. This “LIFE” insurance plan is designed to cover 100%
of your funeral expenses.

We have a local specialist that will be in your area tomorrow that would like to go over this new
plan with you, it usually takes between 5-10 minutes, what time are you best available tomorrow
morning or afternoon?

IF They Pick a Time (mark them as a hot lead & then continue)

“Great, Before I Close This Call, I Will Leave You With The Company Name and Agent that will
be arriving tomorrow. Do You Have A Pen & Paper Handy?”

“Please write this down: The agent’s name that will be helping you is

[Agent’s Name] with [Company Name]. He/she will be arriving in a [Color and Type of Car] [Day
and Time of Appointment]

Thank you! Have a great day!

Goodbye.

Objections and Rebuttals

WHAT IS FINAL EXPENSE INSURANCE? (EXPLAIN THE INSURANCE IN

MORE DETAIL)

Final expense is a life insurance policy that covers burial expenses and any other

debts or obligations you may have.

On that basis, We have a local specialist will be in your area tomorrow for a free consultation it
usually takes between 5 to 15 minutes what time works best for you

tomorrow morning or afternoon?


OFF-SCRIPT (FOR QUESTIONS YOU CAN'T ANSWER)

My only job is to connect you with one of our specialists, so they'll be the better

person to answer any questions you have.

On that basis, We have a local specialist will be in your area tomorrow for a free consultation it
usually takes between 5 to 15 minutes what time works best for you

tomorrow morning or afternoon?

WHERE LOCATED? (CX ASK WHERE THE AGENT IS LOCATED/YOU)

We’re located in [State], however we have 3000 insurance agents across the

country that help individuals like yourself find an option for low-cost Life

Insurance.

On that basis, We have a local specialist will be in your area tomorrow for a free consultation it
usually takes between 5 to 15 minutes what time works best for you

tomorrow morning or afternoon?

NOT INTERESTED REBUTTAL (CX SAYS NOT INTERESTED/CAN'T DO IT

RIGHT NOW

Ok, but before you go these new affordable plans have just been approved in

your state and almost everyone qualifies. It may save you and your family money

and headache in the future. It will only take a few minutes of your time.

On that basis, We have a local specialist will be in your area tomorrow for a free consultation it
usually takes between 5 to 15 minutes what time works best for you

tomorrow morning or afternoon?

NOT RIGHT NOW REBUTTAL (CX SAYS THEY CAN'T TALK RIGHT NOW/DO

IT RIGHT NOW)

I totally understand! If you are unavailable to speak right now

We have a local specialist will be in your area tomorrow for a free consultation it usually takes
between 5 to 15 minutes what time works best for you
tomorrow morning or afternoon?

ALREADY HAVE INSURANCE OPT. 1 (PROSPECT SAYS THEY HAVE

INSURANCE)

Great, it's good you're thinking ahead but the cost of funerals has increased over

the years. Would you like to learn more about possibly adding some coverage if it

was affordable?

On that basis, We have a local specialist will be in your area tomorrow for a free consultation it
usually takes between 5 to 15 minutes what time works best for you

tomorrow morning or afternoon?

ALREADY HAVE INSURANCE OPT. 2 (Cx Says they have Insurance)

That’s great! My agent would like to show you some comparable plans that could

save money and assure you that you are getting the best value for your dollar.

We have a local specialist will be in your area tomorrow for a free consultation it usually takes
between 5 to 15 minutes what time works best for you

tomorrow morning or afternoon?

HOW DID YOU GET MY # (CX ASK HOW YOU GOT THEIR # INFO)?

We get your information from a public senior database. We are here to help you

with your final expense plan.

On that basis, We have a local specialist will be in your area tomorrow for a free consultation it
usually takes between 5 to 15 minutes what time works best for you

tomorrow morning or afternoon?

MAIL? (CX ASK TO MAIL THEM SOMETHING)

Unfortunately, I won’t be able to do that, but I can have him call you.

On that basis, We have a local specialist will be in your area tomorrow for a free consultation it
usually takes between 5 to 15 minutes what time works best for you

tomorrow morning or afternoon?


WHERE CALLING FROM? (Cx Ask where YOU ARE CALLING FROM)

[Company Name] we’re a division of Senior Life- We a have a new State

Regulated Final Expense Insurance plan that we are providing to people in [The

State the Prospect is In] We have a local specialist will be in your area tomorrow for a free
consultation it usually takes between 5 to 15 minutes what time works best for you

tomorrow morning or afternoon?

HOW MUCH WILL IT COST? (Cx asks about cost..)

The policies are inexpensive and have only small monthly premiums.

On that basis, We have a local specialist will be in your area tomorrow for a free consultation it
usually takes between 5 to 15 minutes what time works best for you

tomorrow morning or afternoon?

NO INCOME/NO MONEY (Cx says they can't afford etc..)

I understand, that is the GREAT thing about this plan for many people it may cost

less than $1 per day, do you think with your current budget you could afford that?

On that basis, We have a local specialist will be in your area tomorrow for a free consultation it
usually takes between 5 to 15 minutes what time works best for you

tomorrow morning or afternoon?

HEALTH PROBLEM (CX SAYS THEY HAVE HEALTH PROBLEMS OR THEY

CAN'T GET INSURANCE)

I'm sorry about that but that is ok, this new plan is approved to cover everyone

regardless of Health conditions.

On that basis, We have a local specialist will be in your area tomorrow for a free consultation it
usually takes between 5 to 15 minutes what time works best for you

tomorrow morning or afternoon?

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