Final Expense Phone Scripts and Financial Inventory
In this section, you will have access to our phone scripts and financial inventory that we use in the home.
Downloads
Final Expense Financial Inventory**2021 Update** This financial inventory sheet will be the roadmap to all of your final expense appointments. Take your clients from the top to very bottom to find out which options will be best for your clients needs.
- Final Expense Underwriting Guide Cheat Sheet
**2021 Update** This Final Expense Underwriting Guide Cheat Sheet will help you navigate which products to lead with based on which medical conditions the clients have. This covers majority of our carriers: Americo, Aetna, Prosperity, Mutual of Omaha, etc. This also includes the build charts per carrier, so you should not have a build chart decline.