FINAL EXPENSE TRAINING

SNL Agent login website Agent Portal

Quote Tool http://life.securitynational.com/calc/?g=00000000-0000-0000-0000-000000000000&market=1

Product Guide The Products – All of Them

Medication Underwriting List FinalExpenseMedicationList2019 (1)

Height and Weight Chart Height and Weight

Print Simple Security App Simple security App – Dec 19 2019 – 1-25 PM

Print Security Care App Security care app – Dec 19 2019 – 1-26 PM

Print Security National Sales Brochure SNL FE Brochure

Face to Face Sales Pre Approach Letter lead preapproach letter

Telesales Script Version 1 TeleSales Script

Telesales Script Version 2 Telesales Script – Jan 3 2022 – 9-55 AM

Telesales Script Version 3 Telesales Script DISCOVERY

Telesales Client Letter policy follow up letter

Leads are the lifeblood of your business. That’s why we have our Lead Program designed to pay for half the cost of your leads ordered through our approved vendors. Here’s how it works: Lead Criteria and Vendors

To order direct mail leads, contact the lead vendors in the link above. There are new vendors also here https://agentportal.securitynational.com/marketing/supplyCart?catId=9

To order telemarketed leads 7 Dollars with lead credit! These are good for new telesales agents with less than 10 state licenses. Click the link to order, Password is: SNL555 https://theleadjerk.com/security-national-agents/

To order Live Transfers, the ultimate telesales lead for agents with 10 or more state licenses. These are clients sent straight to your phone who have an interest in our final expense product. 32.00 full price and 16.00 with your SNL lead credit https://www.cognitoforms.com/DigitalAgentsUnited1/DAUSNLLiveTransferOrders

For Facebook Leads, click here

To order traditional direct mail card https://agentportal.securitynational.com/marketing/supplyCart/product/468

Field Underwriting is technically part of the presentation, but for training purposes, let’s break it out into another step. Your client’s health is the determining factor of what plan they will qualify. The good news is there aren’t many conditions that we cant cover at SNL. If someone is in good health and they qualify for preferred class, congratulate them for making such a great decision to take care of this now! Certainly before any serious medications or diagnosis have been made. If your client has some health issues they are treating, no worries, now is the time to take care of this… Our health doesn’t typically get better as we get older.

Let’s break down the steps of Field Underwriting:

Look at your client’s age, if they are between the ages of 40-90, pull out the Simple Security Plan application and have it ready. If your client is less than age 40, pull out the Security Care Plan application and have it ready.
Take a look at your client’s prescriptions. Ask to see their bottles, or a list. Be sure to ask if what you are seeing is everything they take. It’s imperative we see every medication now, or rest assured it will show up later when an Rx history is ran, probably after we have quoted the wrong plan.
Look up each medication in the medication guide, FE Drug List 01_2018.
Notice how the guide has each product separated into columns. The left most column is the medication/ ailment- then the decision for Simple Security- the decision for Security Care, and so on. For clients 40-90, look at the Simple Security Plan column. If all medications taken show preferred, then quote preferred . If just one medication shows standard and the rest are preferred, then quote standard. If just one medication shows modified and the rest are preferred or standard, then quote modified. If the client is under 40, be sure to look at the 3rd column from the left, the Security Care Plan.
Now it’s time to ask health questions on the application. Again if the client is age 40-90, then start with the Simple Security Plan application. If the client is under age 40, start with the Security Care Plan application. More than likely the answers on the application will match with what medications you have, but there are some cases where there may still be a yes answer. Watch this video to determine the final plan and premium.