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FE Final Script

The document outlines a script for a phone call regarding life insurance benefits, specifically a State Regulated Final Expense Program. It includes a series of questions to qualify the caller, rebuttals for common objections, and instructions for transferring the call to a verification officer. The goal is to inform potential clients about coverage for funeral and burial expenses while addressing their concerns and objections.

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0% found this document useful (0 votes)
31 views4 pages

FE Final Script

The document outlines a script for a phone call regarding life insurance benefits, specifically a State Regulated Final Expense Program. It includes a series of questions to qualify the caller, rebuttals for common objections, and instructions for transferring the call to a verification officer. The goal is to inform potential clients about coverage for funeral and burial expenses while addressing their concerns and objections.

Uploaded by

nibew28447
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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FE Script

Hello, this is James.How are you doing today?

Am calling you about the new benefits for life insurance.Just to qualify you for these benefits.

• How old are you? (Must be in b/w 50 – 75)

• Before we move further i wanna let you know this is not a sales call.We are just calling to

give you some information.

• Are you a smoker or non smoker?

• Do you have any major health conditions like chf, dementia or cancer?

Now am transferring your call to a verification officer / senior benefit coordinator.Give your 10
minutes to them so they can explain every single benefit to you.Whenever your call will be get
connected with them just let them know that am looking Final expense for myself and they will give
you the prices.

after transfer: i have jack miller on the line.64 years of age and want to see the options for final
expense for himself so please take over the call from here

Rebuttals
Q. What is this call about?

This call is about a State Regulated Final Expense Program which is designed to cover 100% of your funeral and

burial expenses in the hour of need.

Q. How much time is it gonna take?

This is gonna take few minutes.

Q. Not Interested.

I understand you are not interested

If you do not mind let me, tell you something?


Well, I do not want you to make any decisions right away. All I am asking you to do is to look at the options we

have for you. And if we can offer you something that is a little more affordable with a little more coverage then

you can move from there, okay?

Q. I already have insurance.

I see that you are planning things ahead which is an important thing. We are not going to change any prices or

relationship that you currently have. But for future references, you can check all the discounts and benefits you

can qualify for. After that, if something suites you, you may take some time to think about it. Okay?

Q. Customer below 50 or above 80 years of age?

Well, I appreciate your time and patience with me today. Unfortunately, you do not qualify for this program

right now. You have a wonderful day.

Q. What is the premium?

That is a great question! – The premium is very low and completely depends upon your age and your health. Let

me quickly pre-qualify you first and my licensed agent will be more than happy to answer you that.

Q. Where are you located?

Well, I am currently sitting in our Home Office in Phoenix Arizona, but we have licensed Agents available all

over the country.

Q. Why do you want to know my age?

That is a great question. The promotion is only valid for customers that are aged between 49 – 81. So, how old

are you?

Q. This is not John. Who do you want to speak to?

Oh, let me update my records, this call is about a Final Expense program that is designed to cover 100% of your

funeral and burial expenses up to $20,000 with additional benefits.


Q. I am not from this state.

let me update the system

Oh, ok, let me update my records, now we have licensed specialists available all over the country. As this call is

about a Final Expense program that is designed to cover 100% of your funeral and burial expenses up to

$20,000 with additional benefits.

Q. I have a bad health condition. I do not qualify.

Well, I am sorry to hear that. However, I have good news for you today. With our Final Expense policy, you still

qualify for the promotion regardless of how bad your health condition might be. So let me quickly finish

qualifying you first and have you connected with our licensed agent.

Q. I cannot afford it

Well, I can respect that but the plans we offer are specially designed for people living on a fixed income. I am

sure our plan will fit into your budget and be extremely beneficial for you.

Q. Why don't you send me something in writing?

Let me tell you how we work. We work with multiple companies and after we have qualified for you for this

promotion, we will decide the best carrier for you and our licensed agent will be more than happy to send you

the information in writing with all the details and benefits.

Q. I believe you have Called Me Before

Yes, there may be some other companies calling around, but it was not us though. Now this will take just a few

minutes to give you the details of all the benefits you qualify for, okay?

Q. From where did you get my information?

The information of our customers is collected through different sources which may include Internet where

customer or their family members may have shown interest in buying a discounted insurance.

Q. Customers below 49 and anyone above that age?


Okay – Is there someone at your home who is above the age of 49? Will you be interested in knowing about the

plan for that person?

Q. Do you think I am going to die?

Well, I know it is not a great thing to talk about but it’s important to plan. Do you even know what the cost

might be? The cost for funeral expenses these days starts at $3 - $5 Thousand Dollars for Cremation and $7 -

$12 Thousand Dollars for Burial Expenses.

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