📑 Final Expense Leads

LeadsDataServices — Your One-Stop Data Solution Provider

How It Works

Our proprietary lead model pinpoints prospects who are excellent candidates for final expense coverage. By utilizing our advanced analytic abilities along with our defined senior demographics. We strategically market to those who are relevant and most likely to respond. Creating an efficiency lead cycle you can rely on.

Filter Criteria

  • Nationwide coverage in your licensed states
  • Age: 50-85
  • Income verification
  • No current final expense coverage
  • Health screening indicators
  • Ability to afford monthly premiums
  • Requested a quote with an insurance agent

Script Validation

Introduction

Hi, may I speak with (First Name)?

Reason for Call

Mr./Ms. ______, this is _______ from the final expense savings network. The reason for my call today is that you inquired about a free, no obligation final expense insurance quote.

Qualifying Question

Do you have a moment right now for a free assessment? (Must be "YES" to initial question)

Rebuttal (I'm not interested)

If you could ensure your loved ones are not burdened with funeral costs...Would you consider a final expense plan (contact name)? (Must be "YES", If "NO" → Reject)

Qualification Questions
  1. Age? (Must be 50-85)
  2. Name, address, phone #?
  3. Currently have final expense coverage?
  4. Coverage amount desired? ($5,000-$50,000)
  5. Monthly budget for premium?
  6. Any major health conditions?
  7. Beneficiary information?

If you can please provide your home or cell phone number as well, in case they can't reach you on this one?

Congratulations! You pre-qualify for a no-risk assessment. Do you have 10 minutes right now to speak with an agent?

Lead Example

DATE1/3/2020 11:24:06
LEAD REF4039854
FIRSTHelen
LASTBrown
PHONE-1615-555-4444
PHONE-2615-333-2222
ADDRESS321 Main St.
CITYNashville
STATETN
ZIP37201
EMAILHelen.Brown@example.com
AGE72
CURRENTLY INSUREDNo
COVERAGE DESIRED$15,000
MONTHLY BUDGET$50-75
INCOME$28,000
EMPLOYMENTRetired
HEALTHDiabetes - Controlled
SMOKERNo

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