Get the free Final expense phone presentation - Final Expense Agency

FINAL EXPENSE PHONE PRESENTATION Agent: Hi, my name is, and I was giving you a quick call because you spoke with someone (name of TM if you have it) from our office the other day about burial insurance,

How to fill out final expense phone presentation

How to Fill Out Final Expense Phone Presentation:

1. Start by preparing a script or outline for the presentation. This will help you stay organized and ensure you cover all the necessary points.
2. Gather all the relevant information about the final expense product or service you are presenting. This includes details about coverage, benefits, pricing, and any additional features.
3. Begin the presentation by introducing yourself and establishing rapport with the client. It's important to create a friendly and professional atmosphere.
4. Clearly explain the purpose and importance of final expense coverage to the client. Highlight the benefits and how it can provide financial protection for their loved ones.
5. Present the different options available to the client, including different coverage levels, payment plans, and any customizable features. Make sure to explain each option in detail, addressing any questions they may have.
6. Use visual aids, such as charts or graphs, to help the client visualize the information. This can make it easier for them to understand and make a decision.
7. Address any objections or concerns the client may have. Provide clear and concise answers, and offer additional information if needed.
8. Make a compelling closing argument, emphasizing the urgency and importance of taking action. Let the client know how they can proceed with the final expense coverage, whether it's through an online application or scheduling a follow-up meeting.
9. Recap the key points discussed during the presentation to ensure the client understands and remembers the information.
10. Lastly, thank the client for their time and reiterate your availability to answer any further questions they may have.

Who Needs Final Expense Phone Presentation:

1. Individuals who want to ensure their loved ones are financially protected after their passing.
2. People who may not have substantial savings or life insurance coverage to cover funeral expenses and other final expenses.
3. Individuals who want to avoid burdening their family members with the financial responsibility of their end-of-life costs.

For pdfFiller’s FAQs

What is final expense phone presentation?

Final expense phone presentation is a phone call made to discuss and present information related to final expense insurance plans.

Who is required to file final expense phone presentation?

Insurance agents and brokers are required to file final expense phone presentations.

How to fill out final expense phone presentation?

To fill out a final expense phone presentation, agents must gather necessary information from clients during the call and document it accurately.

What is the purpose of final expense phone presentation?

The purpose of final expense phone presentation is to inform clients about available final expense insurance plans and help them make informed decisions.

What information must be reported on final expense phone presentation?

Information such as client's personal details, insurance plan options discussed, premiums, and any additional notes must be reported on final expense phone presentation.

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