{"id":19450,"date":"2025-04-08T13:17:52","date_gmt":"2025-04-08T19:17:52","guid":{"rendered":"https:\/\/bestpolicy.co\/?page_id=19450"},"modified":"2025-04-11T16:27:15","modified_gmt":"2025-04-11T22:27:15","slug":"final-expense-script","status":"publish","type":"page","link":"https:\/\/developer.bestpolicy.co\/es\/final-expense-script\/","title":{"rendered":"Final Expense Script"},"content":{"rendered":"
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tFinal Expense Insurance - Welcome Script<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t
(If Oubound)<\/span><\/h6>

Agent:<\/p>

Hi, this is [Your Name] with Best Policy, how are you today?<\/strong><\/p>

Client Response<\/p>

That\u2019s great to hear! I\u2019m reaching out because we specialize in helping families just like yours secure affordable Final Expense coverage\u2014also known as burial insurance. It\u2019s a simple, affordable way to make sure your loved ones aren\u2019t burdened with funeral costs and other final expenses when the time comes.<\/strong><\/p>

This type of policy is designed specifically for seniors and is easy to qualify for\u2014no medical exam required in most cases. We work with top-rated carriers to find you the best plan for your needs and budget.<\/strong><\/p>

(If inbound)
Agent:\u00a0Thanks for calling ( client name ) Tell me what\u2019s going on?<\/span><\/p>

You may have requested information online or responded to one of our mailers recently, and my job is to make sure you get the coverage information you were looking for.<\/strong><\/p>

Before we go over your options, I just need to ask you a couple of quick questions to make sure we find the right fit. Does that sound good?<\/strong><\/p>

Client Response<\/p>

Agent:<\/p>

Perfect! Let\u2019s get started\u2026<\/strong><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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Agent:<\/p>

Hi [Client\u2019s Name], how are you doing today?<\/strong><\/p>

Client responds<\/p>

Agent:<\/p>

I\u2019m so glad to hear that.\u00a0 I always like to start by saying\u2014it\u2019s a real privilege to speak with folks who are taking the time to plan ahead for their loved ones. That tells me you care deeply about your family, and that\u2019s something I truly respect.<\/strong><\/p>

Before we dive into the details, I just want to get to know you a bit\u2014<\/strong><\/p>

How long have you lived in [their city\/state]?<\/strong><\/p>

(If they say a long time) Wow, that\u2019s home for sure. What do you love most about it?<\/strong><\/p>

(Light conversation continues based on their answer\u2014weather, family, community, etc.)<\/strong><\/p>

Then ask:<\/p>

Do you have kids or grandkids? I always say\u2014grandkids will keep you young and wear you out at the same time!<\/strong><\/p>

Client laughs or responds warmly<\/p>

Agent:<\/p>

That\u2019s wonderful. Well, that\u2019s exactly why these plans are so important. We want to make sure your family is protected, and you have peace of mind knowing things are taken care of\u2014so they can celebrate your life, not stress over expenses.<\/strong><\/p>

From here, I\u2019ll walk you through how these plans work, and we\u2019ll see what fits you best. Sound good?<\/strong><\/p><\/div><\/div><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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Agent:<\/p>

So, [Client\u2019s Name], to make sure I match you with the best plan and carrier, I just need to ask you a few quick questions. It won\u2019t take long, and there\u2019s no obligation\u2014this is just to see what you qualify for, okay?<\/p>

(Wait for confirmation)<\/p>

Agent:<\/p>

  1. Age \u2013 Can I confirm your date of birth?<\/p><\/li>

  2. Tobacco Use \u2013 Do you currently use any tobacco products or have you in the last 12 months?<\/p><\/li>

  3. Health \u2013 Are you currently taking any medications or under a doctor\u2019s care for any major conditions like heart, lung, cancer, or diabetes?<\/p><\/li>

  4. Hospitalizations \u2013 Have you been hospitalized in the past 12 months for anything major?<\/p><\/li>

  5. Living Situation \u2013 Are you currently living independently, or do you require assistance?<\/p><\/li>

  6. Banking \u2013 Most carriers require a checking or savings account for coverage\u2014do you have one available for your policy? ( ask this question based on how customer\u2019s responses are on other question)<\/p><\/li><\/ol><\/div>

    Agent:<\/p>

    Thanks so much for that. Based on what you\u2019ve shared, it looks like you may qualify for a plan that can lock in your rate, protect your loved ones from funeral costs, and never decrease in coverage\u2014no matter your age or health changes.<\/p>

    Let me walk you through your options so we can get you the best plan in place. Sound good?<\/p><\/div><\/div><\/div><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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    Yes\/No Health Question Version of the Final Expense Qualifying Script, tailored for telesales or in-home appointments. This version mirrors the common underwriting questions carriers ask and keeps things simple for the client:<\/p>

    Agent:<\/p>

    Thanks again, [Client\u2019s Name]. These next few questions help us figure out exactly what you qualify for. Just answer \u201cyes\u201d or \u201cno,\u201d and I\u2019ll take care of the rest.<\/p>

    Health Qualification Questions:<\/p>

    1. In the past 2 years, have you been diagnosed with or treated for cancer, heart attack, stroke, or congestive heart failure?<\/p><\/li>

    2. Have you ever been diagnosed with COPD, emphysema, or required oxygen (other than for sleep apnea)?<\/p><\/li>

    3. Do you currently have any issues with kidney failure, liver disease, or dialysis?<\/p><\/li>

    4. Have you been diagnosed with Alzheimer\u2019s, dementia, or any memory-related condition?<\/p><\/li>

    5. Are you currently in a hospital, nursing facility, or receiving hospice care?<\/p><\/li>

    6. In the past 12 months, have you been hospitalized or had any major surgeries?<\/p><\/li>

    7. Are you currently taking insulin for diabetes? If yes, how long have you been on it?<\/p><\/li><\/ol>

      Lifestyle & Financial:<\/p>

      1. Do you have a checking or savings account you use regularly?<\/p><\/li>

      2. Are you the one who makes the financial decisions in your household?<\/p><\/li><\/ol>

        Agent (after answering):<\/p>

        Thanks for that, [Client\u2019s Name]. Based on your answers, I have a good idea of which plans you\u2019ll qualify for. The good news is, we have a couple of strong options that will lock in your coverage and never go up in price or decrease in benefits.<\/p>

        Let\u2019s take a look at those now\u2026<\/p>

        Let me know which carriers you typically use and I can customize the health questions to match their underwriting guidelines.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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        Welcome To Best Policy Final Expense\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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        Final Expense Insurance – Welcome Script (If Oubound) Agent: Hi, this is [Your Name] with Best Policy, how are you today? Client Response That\u2019s great to hear! I\u2019m reaching out because we specialize in helping families just like yours secure affordable Final Expense coverage\u2014also known as burial insurance. It\u2019s a simple, affordable way to make […]<\/p>","protected":false},"author":1068,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_canvas","meta":{"_seopress_robots_primary_cat":"","_seopress_titles_title":"","_seopress_titles_desc":"","_seopress_robots_index":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-19450","page","type-page","status-publish","hentry"],"featured_image_src":null,"featured_image_src_square":null,"_links":{"self":[{"href":"https:\/\/developer.bestpolicy.co\/es\/wp-json\/wp\/v2\/pages\/19450","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/developer.bestpolicy.co\/es\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/developer.bestpolicy.co\/es\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/developer.bestpolicy.co\/es\/wp-json\/wp\/v2\/users\/1068"}],"replies":[{"embeddable":true,"href":"https:\/\/developer.bestpolicy.co\/es\/wp-json\/wp\/v2\/comments?post=19450"}],"version-history":[{"count":0,"href":"https:\/\/developer.bestpolicy.co\/es\/wp-json\/wp\/v2\/pages\/19450\/revisions"}],"wp:attachment":[{"href":"https:\/\/developer.bestpolicy.co\/es\/wp-json\/wp\/v2\/media?parent=19450"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}