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Here's a sample script you can use as a starting point:

Introduction
"Good morning/afternoon, my name is Syed Shahwar Ali Kazmi, and I'm reaching out
from [Your Company]. How are you today?"
Personalization
"I noticed that you're a resident of [State/City], and I'm calling to discuss an
important aspect of financial planning that may benefit you and your loved ones."
Clear Explanation
"I'm not selling insurance, but I'd like to ask a few questions to determine if our
final expense plans might be a good fit for you. This will only take a few minutes,
and if you qualify, I'll transfer you to a licensed agent to discuss further."
Open-Ended Questions
"Can you tell me a little bit about your current financial situation and any
concerns you may have about final expenses?"
Active Listening
"I understand. That's really important to consider. Can you elaborate on that?"
Build Trust
"I want to assure you that our goal is to provide valuable information and support.
We're not pushing any sales today."
Call to Action
"Based on what you've shared, it seems like our final expense plans might be a good
fit. Would you be open to speaking with a licensed agent to explore this further?"
Transfer
"Great! I'm going to transfer you to a licensed agent who will answer all your
questions and provide personalized guidance. Thank you for your time, and I'll go
ahead with the transfer now."
Feel free to modify the script to fit your personal style and the specific needs of
your calls. Remember to stay empathetic, personalized, and concise throughout the
conversation. Good luck with your calls!

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