Do you want to elevate your sales conversations as a final expense or preneed agent? Use the Socratic questioning method to turn your “sales pitch” into a genuine discussion that educates, edifies, and expands your client’s perspectives. When we think about questions in a sales conversation, we often make the […]

1. Share your screen This is surprisingly simple to do, regardless of the platform you’re using (Google and Zoom are the most commonly used these days), but a simple screen share immediately elevates the quality of your meetings. You can present a slideshow to further illustrate the different combinations of […]

Final expense agent interview alert! Take a look at how a recent addition to our team has turned her fears into strengths by transforming her expectations about generating final expense insurance leads. Can you tell us a little about your journey of becoming a final expense agent? I actually changed […]

From Final Expense Insurance Agents like you! We’ve found a lot of inspiration in the success stories of others, so we’ve gathered a few testimonials to motivate  and excite you as you move forward providing people with the final expense insurance that they desperately need. Unexpected Success with Video Calls […]

We’re coming up on the year mark of the unprecedented shutdown of businesses everywhere to reduce the spread of the Covid-19 virus. For final expense insurance agents, that meant the implementation of tele-sales. For many of us, moving from our very in-person, social jobs to a virtual work environment was […]

When someone experiences a loss, a trauma, or a personal trial, we are often moved to do something to show them we care. When the old standby, “Let me know if you need anything!” doesn’t seem to suffice, give your grieving loved one something that better communicates your love and […]