Final expense insurance is a crucial product for many seniors and a great opportunity for agents looking to expand their book of business. But did you know that with a focused approach and the right strategies, you can double your final expense sales in just 30 days? It’s possible—whether you’re an experienced agent or new to the industry—if you implement the right tactics, leverage high-quality leads, and make subtle but impactful adjustments to your sales process.

In this article, we’ll walk you through key steps to rapidly boost your sales. By the end of the month, you could see a dramatic increase in your closing ratio and commissions.

1. Invest in Fresh, Targeted Final Expense Leads

If you want to double your sales, your first move should be to invest in high-quality leads. Quality always trumps quantity when it comes to final expense leads. Leads that are specifically targeted to final expense prospects—seniors aged 50-85—are much more likely to convert than general life insurance leads.

Ensure that the leads are fresh and that the prospects are ready to take action. Partnering with a lead vendor that delivers high-intent leads (like ours) will give you a clear advantage. Having a consistent flow of leads who are already looking for final expense insurance means you’re halfway to a sale before you even pick up the phone.

PRO TIP: Interested in boosting your sales? Check out our lead packages designed to connect you with final expense buyers today.

2. Optimize Your Phone Script for Maximum Conversion

Even with great leads, your approach on the phone can make or break a sale. A clear, concise, and persuasive phone script is vital. When you’re selling final expense insurance, empathy and trust are your best tools. Focus on understanding the prospect’s needs and removing the confusion around life insurance policies.

Your script should:

• Establish rapport quickly.
• Highlight the simplicity and affordability of final expense insurance.
• Emphasize the peace of mind final expense insurance provides for their loved ones.

Use open-ended questions to engage prospects, and listen carefully to their concerns. Reframe any objections as opportunities to educate and build trust. An optimized phone script will ensure you maximize the value of each lead and increase your closing ratio.

3. Refine Your Follow-Up Strategy

Final expense prospects may need time to consider their options, so your follow-up game needs to be strong. Some agents fail to follow up enough, leaving potential sales on the table. Remember, many people won’t buy on the first call, but with consistent and well-timed follow-ups, you’ll see more conversions.

Here’s an effective follow-up plan:

• Day 1: After the initial call, send a personalized email summarizing your conversation and reinforcing the benefits of final expense insurance.
• Day 3: Call again to see if they’ve had a chance to review your information.
• Day 7: If you haven’t heard back, send a text message with a friendly reminder and a link to a resource or a testimonial.

A multi-channel approach (calls, emails, and texts) keeps you top of mind and increases your chances of closing the sale.

PRO TIP: Our leads come with full contact details, so you can implement an effective follow-up strategy immediately.

4. Leverage Referrals from Satisfied Clients

Once you start closing more final expense deals, don’t forget to ask your satisfied clients for referrals. Seniors often have networks of friends and family members who are in similar situations and would benefit from final expense insurance. Offering a small incentive, like a gift card or a charitable donation, can motivate your clients to refer others.

Always follow up with a referred lead promptly, and let them know who referred them—this builds immediate trust. The more referrals you receive, the faster you can grow your book of business, all without having to spend extra on new leads.

5. Increase Your Product Knowledge

Clients want to feel confident that they’re working with an expert. The more you know about the specific final expense products you’re offering, the easier it will be to address questions and concerns. Take the time to really dive into the details of the policies you sell—learn about underwriting, premium structures, and the different riders available.

The more knowledgeable you are, the more credible you appear, and prospects will be more likely to trust you with their decision. This can significantly improve your close rates over time.

6. Work Smarter, Not Harder

Time management is critical when your goal is to double your sales in 30 days. Make sure you’re using every hour of your day effectively. Block off time specifically for prospecting, calling leads, and following up. Automate any tasks that don’t directly contribute to sales—such as appointment reminders and email outreach.

PRO TIP: Our system helps you stay organized, so you can spend less time on admin and more time selling.

Key Takeaways:

• Invest in high-quality, final expense leads to increase your chances of closing sales.
• Optimize your phone script for higher conversions by focusing on empathy and clear communication.
• Follow up consistently to convert leads that don’t close on the first contact.
• Ask for referrals from satisfied clients to grow your business organically.
• Increase your product knowledge to build trust and handle objections effectively.
• Manage your time wisely by focusing on high-value activities and automating the rest.

Doubling your final expense sales in 30 days is absolutely achievable with the right strategy and commitment. By focusing on quality leads, refining your sales approach, and staying organized, you can see rapid growth in your business.

PRO TIP: Ready to take your final expense sales to the next level? Explore our lead options and get started today!