Final Expense
Everything you need to quote, present, and close Final Expense.
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Quick Quote
Multi-carrier Final Expense quoting tool — get instant rates for your client.
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Google Drive — Resources Folder
Access all shared RIL Final Expense resources, guides, and templates in one place.
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Forms
Carrier Features Sheet
Side-by-side carrier comparison for Final Expense products.
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FEX Pre-App
Pre-application to qualify clients before submitting a full application.
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Quote Sheet
Printable quote sheet to build out during your client appointment.
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Policy Review Form
Use this form when reviewing an existing client's in-force policy.
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Scripts
In-Person
Appt Script — Direct Mail
Full in-home appointment script specifically for direct mail lead holders.
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Appt Script — Internet
In-home appointment script for internet and digital lead sources.
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Telesales
Digital & Internet Leads Script
Phone script optimized for closing digital and internet FE leads.
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G.O.A.T. Leads Script
Telesales script for working G.O.A.T. Leads.
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Veterans Script
Script for presenting Final Expense and supplemental coverage to veterans.
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Here's What You Get
3 Reasons Sheet
Carriers Pages
Different Types of Insurance
Veterans Benefits Page
Download 5-Step Presentation
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Final Expense Leads
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🔥 RIL Lead Center
OPT system with Aged FE Mailers as low as $1.
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Internet Leads by Zip Code
Purchase leads down to the zip code for in-person and telesales as low as $12.
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Direct Mail Overflow
View Final Expense direct mailer lead overflow from Heartland.
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