Using a Funeral Planning Guide to Get Appointments

Kjohnson

New Member
1
question to any experienced agents, what is your opinion on going door to door to offer a free funeral planning guide that you would go over with the prospect and help fill out for free, no check books allowed on the appointment. While doing this book another meeting from that meeting about life insurance needs?
-new agent East Tennessee
 
question to any experienced agents, what is your opinion on going door to door to offer a free funeral planning guide that you would go over with the prospect and help fill out for free, no check books allowed on the appointment. While doing this book another meeting from that meeting about life insurance needs? -new agent East Tennessee

You really, really don't want to do that. If you are going to door knock you want to engage them quickly and figure out if they recognize a need or not. You will get all kinds of lonely people that will let you chew up your day presenting your free book. Can you say "work yourself into brokeness?"

That book is an old, old tool to get appointments. It's a tangible item to help increase direct mail returns. But once you are in front of them, put it away! Explain what you offer and look for a need and interest.

Better method is to buy real direct mail leads. Or telemarketer leads. If you must cold door knock be direct and fast with your assessments. There are sales if you hit enough people. If you bog yourself down in busy work you aren't going to beat minimum wage.
 
question to any experienced agents, what is your opinion on going door to door to offer a free funeral planning guide that you would go over with the prospect and help fill out for free, no check books allowed on the appointment. While doing this book another meeting from that meeting about life insurance needs?
-new agent East Tennessee

Nothing wrong with giving a freebee but the purpose of getting in the home is to make a sale.. Do away with the no checkbook allowed frame of mind. You can use the guide as a fact finder but the purpose of it is to uncover and illustrated a need which your product (life insurance) is uniquely designed to fill. Selling FE should be in most cases a one call close.

Where are you located in East Tennessee?.. I am in the Athens area.
 
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