Final Expense Long Script

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Hi, This is …….. With Senior Benefits. How are you doing today?

I’m calling to let you know of a NEW LOW COST Final Expense Insurance plan that has just been approved in your state .This “LIFE” insurance plan is designed to cover 100% of your funeral expenses. Our local agent can give you a callback in a few days and give you more information.

Would you be interested in learning more about this new Low Cost “LIFE” insurance plan?

If YES Continue

(If No ///One Rebuttal allowed)

  • What is the good callback time Mornings,Afternoon or Evenings?. (This is so he can determine the best plan for you)
  • How old are you? (50-80)
  • If you chose to take coverage, who would the benefit go to? All I need is the relationship such as a spouse, son or daughter?
  • Would you prefer to receive information on 5, 10, or 20,000 in coverage?
  • Will this information on Burial insurance be just for yourself or you want for your spouse as well?
  • And one last thing, for security purposes we want to be sure that you know it is one of our agents calling you back. So may I ask, what is your favorite color?

Our local agent is an expert on this new plan and he will provide you with a quote and help you to better understand how this affordable plan can benefit you and your family.

Just to be clear you do understand that our local agent (Agent Name) will call you in a few days to give you more information on final Expense Insurance plan.Have a wonderful day.

QUESTIONS/REBUTTALS

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

We’re located in Florida, however we have 3000 insurance agents across the country that helps individuals like yourself find an option for low cost Life Insurance

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

Ok but before you go these new affordable plans has just been approved in your state and almost everyone qualifies. Our agent (agent name) can give you a callback and give you more information would that be ok?

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

oh no, this is not for right now the agent will call you back within the next few days to review your options with you would that be ok?

ALREADY HAVE INSURANCE OPT. 1 (CX SAYS THEY HAVE INSURANCE)

Great, its good you're thinking ahead but the cost of funeral has increased over the years. would you like to learn more about possibly adding some coverage if it was affordable. Our agent (agent name) can give you a callback with more information would that be ok?

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

Well, Its good to be ahead however all of our clients feel that every dollar is important these days. We would like show you some comparable plan that could save money and assure you that you are getting the best value for your dollar.

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

We usually get your information from online requests or senior databases

MAIL? (CX ASK TO MAIL THEM SOMETHING)

Unfortunately, I won’t be able to do that but when the agent call you back they will provide you with all the information you need.

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

Senior Benefits, we’re a division of US life

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

The policies are inexpensive and have only small monthly premiums. We’d love to set up a time for a specialist to call you back with the specifics..

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.

OFFSCRIPT (FOR QUESTIONS YOU CAN'T ANSWER)

My only job is to schedule a callback with one of our specialist so they'll be the better person to answer any questions you have

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