Field notes · 14 guides
Final Expense
Lead generation, telesales, and marketing playbooks for the final expense market — the niche where we run our own lead operation.
Want this run for you instead of by you? See done-for-you final expense marketing.
- Updated September 5, 2026
The Final Expense Telesales Script That Holds Up Call After Call
A final expense telesales script with numbered structure, two rebuttal tables, the federal disclosures the call must carry, and the leads that close.
- Updated September 6, 2026
Guaranteed Issue Final Expense Marketing: How Agents Actually Sell It
How to run guaranteed issue final expense marketing that profits: who to target, compliant ad angles, and how to message the graded death benefit.
- Updated September 5, 2026
Is Final Expense PPC Worth It? The ROI Math, Not the Hype
Is final expense PPC worth it? Published Google and Meta cost-per-lead benchmarks, carrier commission rates, and the close-rate math behind the answer.
- Updated September 6, 2026
Marketing for Final Expense Agents: A Working Playbook
A practitioner's playbook for marketing for final expense agents — lead sources, compliant ads, follow-up, and the numbers that decide whether you profit.
- Updated September 5, 2026
Final Expense Mailer Templates: Four Free, Editable Downloads
Four free final expense mailer templates: reply-card letter, 6x9 postcard, turning-65 letter, and referral card. Editable HTML + print-ready PDFs.
- Updated September 6, 2026
Burial Insurance Leads: When Building Your Own Funnel Beats Buying Them
Burial insurance lead generation, build vs buy: when your own funnel beats bought leads, the CPL math involved, and how to decide on your own numbers.
- Updated September 5, 2026
Final Expense Telesales: How to Sell Final Expense by Phone, Call by Call
How to sell final expense insurance over the phone: a tested telesales process, rapport openers, a rebuttal table, draft-date timing, and the federal call rules.
- Updated September 6, 2026
Best Final Expense Agent Website Examples: What Actually Converts
What separates the best final expense agent websites from brochure sites: a criteria checklist, conversion patterns, and a scoring table to run on yours.
- Updated September 5, 2026
How to Evaluate the Best Final Expense Carriers for Agents
How to evaluate the best final expense carriers for agents: underwriting niches, issue ages, graded wording, ratings and a scoring framework.
- Updated September 6, 2026
Digital Marketing for Final Expense Agents: The Channels That Actually Produce
A practitioner's guide to digital marketing for final expense agents: which channels produce leads, what each costs, and how to sequence them by budget.
- Updated September 5, 2026
Final Expense Commission Levels for Agents: What Your Contract Actually Pays
How final expense commission levels and contract levels work for agents, what the ranges mean, and how your contract changes your real cost per sale.
- Updated September 5, 2026
Final Expense Sales Tips That Actually Move Placed Policies
Final expense sales tips from a working book: lead routing, speed-to-dial, scripting, and the close mechanics that turn contacts into issued policies.
- Updated September 6, 2026
How to Grow a Final Expense Insurance Agency: The Four Levers
How to grow a final expense insurance agency on four levers: lead flow, recruiting, systems, and marketing assets, with numbers and tables for each.
- Updated September 5, 2026
Free Final Expense Leads for Agents: What They Really Cost
An operator's honest breakdown of free final expense leads: where they come from, what they really cost you in time, and how to build cheap leads instead.
See exactly where your agency is leaking leads.
15 minutes. We screen-share our own live lead dashboard and tear down your funnel line by line — no pitch deck, just numbers.
- Site speed & conversion
- Local + AI-search visibility
- Ad efficiency
- Your cost per lead vs ours
No obligation · no pitch deck