JLL Marketing FE Warm Transfer Campaign
Campaign Script, Guidelines, and Considerations
> Inbound Intro for Call Center: Thank you for patiently holding, This is (Your Name),
am I speaking with (Clients First)?
IF YES: Thank you for returning our call. We were trying to reach you because of the
information about the Final Expense insurance options. (Clients FirstName), are you still
a resident of (State of Client)?
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> Outbound Intro for Call Center
: Hi (Clients FirstName)? How are you today?
It’s (Your Name), from here at American Family Assistance on a recorded line. I’m calling
you about the information for the new Statewide Final Expense Life Insurance
plans/programs, (Clients FirstName), are you still a resident of (State of Client)?
Ok great! (Clients FirstName), to see what programs you may be eligible for may I know
your age? (50 - 75)
Final Expense Qualifying Questions:
1. Current Health Conditions: - Have you been diagnosed or treated by a medical
professional for any of the following conditions within the past 24 months (2
years)? - Heart disease or heart-related conditions such as: - Heart attack,
angina, or coronary artery disease. - Congestive heart failure (CHF). - Stroke or
transient ischemic attack (TIA). - Chronic obstructive pulmonary disease
(COPD), emphysema, or other chronic lung diseases (excluding asthma). -
Kidney disease that requires dialysis. - Liver disease, including cirrhosis or
hepatitis C. - Cancer, excluding basal cell skin cancer. - Parkinson's disease,
Alzheimer's, or any other form of dementia. - HIV/AIDS or any AIDS-related
conditions. (IF YES TO ANY OF THESE QUESTIONS JUMP TO 10A)
2. Hospitalization and Mobility: - Are you currently confined to a hospital, or nursing
facility, or using any of the following for daily living: - Wheelchair or hospital bed?
- Oxygen assistance? - A nebulizer? - Home health care services?
3. Other Major Health Concerns: - In the past 2 years, have you been advised by a
physician to have surgery for any of the following, but have not yet had the
surgery? - Heart disease (e.g., heart bypass, angioplasty). - Cancer treatment,
such as chemotherapy or radiation therapy.
4. Substance Abuse: - Have you been diagnosed or treated for drug or alcohol
abuse within the past 2 years?
5. Tobacco Usage: - Do you currently smoke or use any form of tobacco or
nicotine products (this question does not knock out the client, but may affect
premium rates)?
6. Major Surgeries: - Have you undergone or been advised to undergo a major
organ transplant (such as kidney, liver, lung, or heart) within the past 2 years?
7. Diabetes with Complications: - Have you been diagnosed with diabetes that has
led to: - Amputation due to diabetes? - Insulin shock or diabetic coma? - Kidney
disease related to diabetes.
8. Disability and Income: Are you currently on disability due to any medical
condition (this may disqualify you from certain coverage levels)?
9. Are you currently employed? (MUST BE YES) (IF the prospect is under
disability DNQ)
IF NO DO FOLLOW UP QUESTION :
• Are you Self-employed?
• Do you have a part-time Job?
• What is Currently your source of income?
10A. Do you currently have an ACTIVE CHECKING
ACCOUNT? (must be YES) can you afford $50 a month
minimum If yes proceed with warm transfer and tell the agent
the consumer is Interested in A-I-G final expense policy
IF YES PROCEED!
SETTING FOR WARM TRANSFER: (BUYER THAT REQUIRES WARM ONLY)
Great! What I’m going to do now is connect you to our licensed agent to discuss pricing
and coverage. Should you have further questions, please do not hesitate to ask, is that
okay (Customer Name)? (MUST BE A YES)
> Warm Hands Off (VERBATIM & SLOW) FOR FE
Hi, I have (Customer Name) with me on the line from (State) looking for coverage.
Please take it from here, thank you