Example of Phone Script

Recruiting Lead Script and Psychology

with Austin Jones

AJ explains that new agents should start with something simple, duplicable, and high-earning—like mortgage protection. It offers higher AP per deal, quality clientele with assets to protect, and better policy retention. His “First 48” approach focuses on getting agents quality leads quickly so they can start earning within days, not months. He stresses that agency owners should lead by example, master the process themselves, and have systems ready so agents can plug in, learn fast, and scale before branching into products like IULs and annuities.

Recruiting Script Strategy (Framed Like a Sales Call)

with Giovanna Galeano

Gio shares that recording her own recruiting ads made the process more personal and credible, as prospects had already seen and heard her before she called. With clear guidance, scripts, and team support, she overcame her hesitation about being on camera and now confidently creates content for both recruiting and client ads. She says the targeted recruiting campaigns produced strong lead flow at a great cost per lead, and she works them much like client leads—calling promptly, identifying problems, offering solutions, and using a script to guide the conversation toward joining her agency.

Calling Recruiting Leads Like Clients

with Giovanna Galeano

Gio shares how recording her own recruiting ads completely changed the game. It gave her a personal, credible edge when calling prospects and pushed her out of her comfort zone into a confident, on-camera mindset. With targeted demographics, strong lead flow, and low-cost leads, she works recruiting leads just like client leads — following scripts, uncovering problems, and offering solutions that make joining her agency an easy decision.

Phone Script MTG IUL FEX

with Tyler

Tyler shares his final expense phone script, demonstrating a structured yet natural approach to engaging leads. He emphasizes using the beneficiary as an anchor, maintaining a steady pace, and verifying key details to keep the conversation flowing. The script is adaptable for different insurance types, making it a valuable tool for agents.

Example Phone Script

with Shaqueena

In this interview, Shaqueena walks through her structured phone script for final expense leads. She emphasizes keeping the script in front of her for confidence, confirming key details upfront, and smoothly guiding the conversation. Despite her strong numbers, she admits to still feeling nervous at times, proving that preparation is key to success in lead calls.

What's the Best Final Expense Introduction

with William Rapp

William Rapp emphasizes the importance of refining your intro and finding a natural tone that engages prospects. He advises against sounding too robotic and highlights the need for fluidity in conversations. Success comes from getting enough reps to make the entire process feel like one seamless motion, staying focused, and not becoming overly emotional in the sale.

The bulletproof IUL phone script

with Brandon Kitchings

Brandon Kitchings shares his no-script approach, using lead data to build credibility and keep calls conversational. He focuses on qualifying prospects through key financial questions, ensuring higher commitment and better Zoom appointment show-up rates.

IUL leads experience & phone script

with Nicole

n this interview, Nicole shares her experience with IUL leads, emphasizing their high intent and flexibility. She explains her approach to handling calls, using lead details to establish credibility, and smoothly transitioning to Zoom appointments. Rather than doing a one-call close, she walks prospects through illustrations to ensure clarity, control the conversation, and prevent shopping around.

Agent Lead Lab - Follow the phone script, use the lead area

with Blake

In this interview, Blake shares his straightforward phone intro for final

expense leads. He keeps it simple by referencing the prospect’s Facebook request, confirming key details, and smoothly transitioning into the conversation. His direct approach builds trust and engagement right from the start, making it easy to guide prospects through the process.

Phone Script and Showing Clients Their Ads

with Heather

In this interview, Heather shares her simple and effective phone intro for final expense leads. She walks through a natural conversation flow, confirming key details and smoothly guiding the prospect into the process. Her approach keeps it clear, direct, and engaging, making it easy for agents to adapt and personalize.

What's The Best Phone Script

with Schmit

In this interview, Schmit shares his structured yet adaptable approach to initial lead calls. He focuses on confirming key details, establishing credibility, and engaging the prospect naturally. By emphasizing urgency and guiding them step-by-step, he smoothly transitions into qualification and closes the sale in one call. His approach keeps the conversation fluid while ensuring the prospect feels taken care of from the start.

Agent Lead Lab - Using the word life insurance in your script

with David

In this interview, David shares his direct approach to using "life insurance" in conversations with leads. Instead of using vague terms like "state benefits" or "regulated programs," he keeps it clear and straightforward. By referencing the Facebook form and confirming key details, he quickly builds trust and moves the conversation toward providing information and closing the sale.

Phone Introduction & What Does The Ad Say

with Brian

In this interview, Brian shares how he keeps his lead calls direct and to the point. Over time, he’s gained confidence in being upfront, referencing Facebook, confirming key details, and adjusting his wording based on the prospect’s age. He discusses the importance of clarity, using either "final expense" or "life insurance" strategically, and ensuring the client understands the purpose of the call.

What is the best phone script for these leads?

with Oliver

Oliver shares his structured yet conversational approach to final expense sales. He confirms key details, smoothly transitions into medical and financial questions, and sets realistic budget expectations. To overcome objections, he builds trust by sending a photo of his license and family, ensuring clients feel comfortable and engaged throughout the process.

Why we do not provide a phone script for IUL IBC leads

with D. White

D. White shares his follow-up process for leads who don’t pick up. He uses an automated CRM to send an initial text, then follows up with a voicemail introducing himself and offering call or text options. Keeping it simple and consistent helps maximize responses and engagement.