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Life Insurance Script – “Life Insurance 101”

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Life insurance agents often use scripts to guide their conversations with potential clients. These scripts help agents cover important information and address common questions or objections. Here are some life insurance scripts for agents to consider:

  1. Introduction Script: Agent: Hi, [Client’s Name], I’m [Your Name], a licensed life insurance agent. How are you today?
  2. Establishing Rapport: Agent: Before we dive into life insurance, can you tell me a bit about your family and your financial goals? This will help me tailor the right coverage for you.
  3. Needs Assessment: Agent: What are your current financial obligations, such as mortgage, debts, or children’s education?
  4. Understanding Objectives: Agent: What are your long-term financial goals and objectives, and how can life insurance play a role in achieving them?
  5. Explaining Life Insurance: Agent: Life insurance provides financial protection for your loved ones in the event of your passing. There are two main types: term and whole life. Term is more affordable, while whole life offers lifelong coverage and a cash value component.
  6. Customization: Agent: Based on your needs and budget, we can tailor a policy that fits you. How much coverage are you comfortable with?
  7. Policy Options: Agent: We offer different types of policies, including term, whole life, and universal life. Let’s explore each option to see what aligns with your goals.
  8. Underwriting Process: Agent: To determine your premium, we’ll need to review your medical history and possibly require a medical exam. Don’t worry; I’ll guide you through the entire process.
  9. Handling Objections: Agent: I understand your concerns, but life insurance is an essential financial safety net. Let’s discuss your budget and find a solution that works for you.
  10. Closing the Sale: Agent: Based on our conversation, I recommend [Policy Type] with [Coverage Amount]. Are you ready to take this important step to secure your family’s future?
  11. Scheduling Next Steps: Agent: Great! The next step is to complete the application. I’ll assist you with that and arrange any necessary exams. What time works best for you?
  12. Follow-up: Agent: Thank you for considering us. I’ll follow up with you regularly to ensure you’re comfortable with the process and answer any questions.

Remember that these scripts should serve as a foundation for your conversations, but it’s crucial to adapt them to the specific needs and circumstances of each client. Effective communication and listening to your client’s concerns are key to being a successful life insurance agent.

FREQUENTLY ASKED QUESTIONS 

Is this life insurance script ready to use as-is? 

Treat it as a starting framework — adapt the wording, offer details, and any required disclosures to your specific audience and compliance requirements before using it live. 

Can this script be used with any dialer? 

Yes, though pairing it with a CRM-connected dialer lets you log outcomes and trigger follow-up automatically instead of tracking calls manually. 

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