First Final Expense Sale!

Hey crew, I wrote my first policy today! I'm fairly experienced in in-home sales through reverse mortgages, but still was really nervous.

After small talk my first question was, "Why did you fill out the card and send it back?" The answer, "I'm curious" and a blank stare. After a couple more questions, she has a term policy and a final expense policy through work where her benefit just got cut.

I proposed to give her flat out simplified issue whole. It fit the void that her term and work FE couldn't. And she got out the checkbook and bought!!!!

I couldn't be happier. She referred her sister-in-law to me for a mortgage and sister for final expense. I should've gotten more, but she told me that was it. I've got to improve that part of the game buuuuuut....SUPER HAPPY!
 
Thanks bro...super excited moving forward. Hoping to cross-sell with my rm clients. Can't wait to learn more techniques and niche program specifics. BOOYA
 
If she gave your referrals with out asking that's great! Means you did a great job :-) Congratulations! Advice...if you used to do reverse mortgages they need life insurance...how is the family supposed to pay the bank back after they pass away? How about with tax free life insurance benefit!!
 
If she gave your referrals with out asking that's great! Means you did a great job :-) Congratulations! Advice...if you used to do reverse mortgages they need life insurance...how is the family supposed to pay the bank back after they pass away? How about with tax free life insurance benefit!!

Yuuuuuup! I just recently got licensed(life) and have a book of over 200 clients funded in the past four years; so its on the "to do list". Just need to expand licensing beyond Pa(my home state) and get hooked up with a carrier who allows phone sales...
 
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