Welcome to Final Expense Training

Whether you're meeting clients at the kitchen table or connecting by phone or Zoom, this page gives you everything you need to confidently sell Final Expense — scripts, real-world recordings, coaching guides, and more.

Every video and download here is field-tested and built to help you book more appointments, build trust faster, and consistently close sales — without gimmicks or high-pressure tactics.

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Remote Sales Training

Learn how to confidently run Final Expense appointments over the phone or Zoom — without high-pressure tactics. This training walks you through every step of the remote sales process, from first contact to closing, using a proven system built for real-world agents.

Includes real talk on what to say, when to say it, and how to close without sounding like a telemarketer.

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Appointment Setting – Audio Coaching

Hear a real agent book multiple Final Expense appointments using the exact script we train on. This recording gives you the rhythm, tone, and confidence needed to set your day right — without sounding scripted or pushy.

Hear exactly how to open the call, handle hesitation, and lock in time slots — without ever sounding pushy or robotic.

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Field Ready – What to Expect in the Home

This video gives you a real-world look at what it’s like to run a Final Expense appointment in the field. From pulling up to the house to closing the sale, you’ll see how to carry yourself with confidence, build instant trust, and turn a first-time visit into a lifetime client.

Learn how top agents prepare, what to bring, and how to carry yourself with confidence from the moment you arrive.

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In-House Presentation – Step-by-Step

This training walks you through every part of a successful Final Expense presentation — from building rapport at the door to earning trust at the kitchen table. You’ll learn how to keep it conversational, guide clients without pressure, and help them make confident decisions that protect their families.

See how a real agent walks through the entire presentation — from intro to close — using stories, soft questions, and clear price presentation to help clients take action confidently.

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Closing & Referrals – How to Finish Strong

This training walks you through how to wrap up a Final Expense appointment the right way — with clarity, confidence, and professionalism. You'll learn how to walk clients through final steps, explain next actions, and plant the seeds for referrals without sounding pushy or awkward.

Whether you're confirming their coverage, collecting payment details, or asking who else might need help, this coaching gives you the words and tone that keep trust high and cancellations low.

See how top agents smoothly finalize coverage and ask for referrals — without sounding scripted or salesy.

See how top agents smoothly finalize coverage and ask for referrals — without sounding scripted or salesy.

📘 Final Expense Agent Manual

Prefer everything in one place?
This manual brings together all the essentials: appointment scripts, objection handling, in-home presentation flow, closing strategies, and referral tips — all in one easy-to-follow guide.

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Address

Legacy Agent, LLC
41000 Woodward Ave, East Ste #350
Bloomfield Hills, MI 48304
 

Talk to us

+1-888-479-9888
+1-248-461-3360
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