Final Expense Training

Best way to contact FEX leads

with Shareef

Shareef calls leads immediately if they come in during the day but waits until morning if they arrive in the evening. On weekends, he lets them build up and dials them all on Monday, capitalizing on higher weekend lead flow.

One Call Close FEX vs Booking Appointments

with Giovanna Galeano

Giovanna aims for a one-call close whenever possible, as discussing coverage isn’t always something clients are eager to do. However, for those who need an appointment, she ensures it's intentional and solid to minimize no-shows. While most of her sales happen on the first call, she still books appointments when necessary, making sure they hold.

How to follow up with FEX leads the right way

with Giovanna Galeano

Giovanna prioritizes getting clients on the phone, as that’s where the full conversation happens. She uses texts to keep them engaged and familiar with her name, ensuring they recognize her when she calls. Instead of generic appointment booking links, she includes a question in her texts to prompt a response, like confirming if they were looking for coverage for themselves or a spouse. If they reply, she immediately calls back, knowing they have their phone in hand.

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5810 Shelby Oaks Drive

Memphis TN 38134

+1 (878) 978-2574

[email protected]

Office Hours: 8AM - 8PM

Monday - Friday

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How To Use Facebook Final Expense To Make 30k Per Month

with Giovanna Galeano

Giovanna highlights consistent lead quality, strong support, and effective follow-ups. She stresses one-call closes, strategic texting, and gradual scaling for success. With a 30% close rate, she advises new agents to commit for three months, stay consistent, and trust the process.

Agent lead lab logo

CONTACT info

5810 Shelby Oaks Drive

Memphis TN 38134

+1 (878) 978-2574


[email protected]

Office Hours: 8AM - 8PM

Monday - Friday

© 2025 Insurance website. All Rights Reserved. | Privacy Policy | Terms & Conditions