In this video I share my entire final expense sales process in a way that is totally duplicable. You'll see!
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Douglas Massi
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Don’t throw away lead. Mark it do you know it’s worked. Keep it in your stack. When they see you have stack of 60 lead cards to see they understand when you can’t come back for decision after presentation. They won’t know how many are already worked. And seems like alot of people responded
On average what was your persistency rate on your final expense sales?
Always over 80%. The key is to use all the little tricks that I use, to keep the clients. Thank you Letter, Birthday Card, delivering policies, saving Cancellations and NSF’s in person… etc…
Doug, do you have the Policy Summary in Spanish?
I do not but you could easily take mine (which is in word) and easily re-do it in Spanish. Just shoot me an email at doug@ufesonline.com
You and your wife was crushing it.
Thanks Shawn. Yes, we really went all in during our first few years.