Life Insurance

Final Expense 101

Video Summary

In this webinar, we unlocks the secrets of final expense insurance, empowering you to help your clients achieve peace of mind and financial security. Learn the essential aspects of final expense insurance, including types of underwriting, benefits, and top carriers. You'll gain valuable insights and practical tips on identifying perfect clients, completing applications, and effectively communicating the benefits of final expense insurance.


(1:03) What is Final Expense?

Coverage, payout, flexibility

(2:28) Underwriting 

Simplified issue vs. guaranteed issue, level benefit vs. graded benefit

(4:53) The Visual Process

Walkthrough of the process

(9:18) Cheat Sheet

All final expense carriers offered at TBI

(11:18) Contracting 

Getting appointed

(12:00) Cristal's Favorites

Cristal's favorite final expense carriers

(15:14) Why Sell Final Expense?

Different reasons final expense insurance can benefit your client

(16:19) Ways to Earn More

Brokerage Bucks, life insurance bonus program

(19:21) Getting Started

First steps to selling final expense

(26:45) Quote & Application Demo

Final expense quoting demo on Simply Quote

(36:34) Final Expense on The Broker Link

Navigating The Broker Link to find final expense information

Related Videos: