Final Expense Elite Training System

FROM ZERO
TO $40K
IN 90 DAYS

Simplify Your Business,
Stop Worrying
About Leads

The complete A-to-Z virtual telesales training system. Scripts, carriers, licensing, dialer setup, objection handling, and a proven growth roadmap — everything you need to write your first policy and build a career selling final expense insurance from home.

7
Days to First Dial
90
Days to $40K AP
10+
States Licensed
$0
Lead Cost
🏆 Your 90-Day Journey
Licensing & Setup Week 1
Script Mastery Week 2-3
First Sales Week 3-4
Hitting $40K AP Day 90
📅 7-Day Launch Tracker
1
Mon
2
Tue
3
Wed
4
Thu
5
Fri
6
Sat
7
Sun
Day 4 — Script Drilling & Carrier Contracting

FREE
OUTBOUND
LEAD PROGRAM

Most agents fail in this industry because they run out of people to call. That will never happen here. We provide you with a completely free, unlimited outbound lead supply — so your only job is to dial, present, and close.

No Lead Costs — Ever
Leads are provided at zero cost to you. You never pay per lead, per campaign, or per dial. Keep 100% of your commission.
📋
Pre-Qualified Opt-In Leads
Every lead is a senior who actively requested information about life insurance. You're calling people who already raised their hand — not cold prospects.
Loaded Directly to Your AI Dialer
Leads are uploaded straight into your AI Dialer campaign. Log in, start your session, and you're live within minutes — no manual importing, no wasted time.
📍
Targeted by State
Leads are filtered to match the states you're licensed in. More licenses = more leads = more income potential. Expanding your state footprint directly expands your lead supply.
Bottom Line
Your only expense is your $200/month AI Dialer seat fee — waived once you hit $10,000 AP. Everything else is taken care of.
HOW YOUR LEADS WORK
🙋
Senior Opts In
A senior fills out a form or responds to an ad requesting life insurance information. This is their lead — their request.
🗂️
Lead is Verified & Filtered
Leads are validated, sorted by state, and matched to licensed agents in that territory.
Loaded to Your AI Dialer
Your campaign is loaded automatically. Log into your dialer and your lead queue is ready to go.
📞
You Dial. You Close. You Get Paid.
The AI Dialer connects you live when someone picks up. Your script takes over from there.
$0
Lead Cost
100%
Opt-In Leads
Supply

POSITION REQUIREMENTS

Before you start, make sure you meet these baseline requirements to join the Final Expense Elite virtual telesales program.

💻

Technology Setup

A reliable computer (PC or Mac), high-speed internet connection (minimum 25 Mbps), headset with noise cancellation, and a dedicated quiet workspace.

✓ Required before Day 1
📋

Background Check

A clean background is required to obtain your insurance license. Certain felony convictions may disqualify applicants — check NIPR.com for your state's specific requirements.

✓ Must be insurable
🎯

Commitment Level

This is a full-time opportunity. Expect to dedicate 40+ hours per week during the first 90 days. Part-time producers may have reduced lead allocations.

✓ Full-time preferred
💰

Startup Budget

Your pre-licensing course is covered by the agency at no cost. Plan for your state exam fee, state license applications, E&O insurance (~$30/month), and the $200/month dialer seat fee. Total startup investment typically ranges $400–$800.

✓ Pre-licensing: FREE (agency covered)
📱

Communication

Must be available on Slack, Zoom, and email during business hours. Daily check-ins are required during the first 90 days. Must attend weekly team calls.

✓ Daily availability required
🧠

Coachability

Our top producers follow the script and trust the system. New agents who deviate from the proven process consistently underperform. Be open to daily feedback.

✓ Follow the system
Jr. Broker Program: If you don't yet have a license OR are not yet contracted in a specific state, you can participate as a Jr. Broker. See the Jr. Broker Program section for full payment details and how to transition to fully licensed agent status.

GET LICENSED

You need a Life & Health insurance license in the following states to access our full lead pool. Your home state license is your first step — then add the non-resident states below.

How To Get Licensed — Step by Step

1
Register for Pre-Licensing Course

The agency covers the cost of your pre-licensing course — it's on us. Once your application is approved, you'll receive login credentials to your pre-licensing platform. Most states require 20–40 hours. Complete the course and pass the final exam to receive your certificate before booking your state exam.

2
Schedule Your State Exam

Use Pearson VUE or PSI Services (check your state's DOI website). Book your exam within 1–3 days of completing pre-licensing. Exam fee: $40–$85. Choose a testing center near you or a remote proctored option.

3
Pass Your Exam

Focus on: Term Life, Whole Life, Annuities, Medicare Supplement basics, insurable interest, policy riders, and state regulations. Use ExamFX practice tests daily. Study the "SimExam" section — it mirrors real exam questions. Target score: 85%+ on practice before sitting.

4
Apply for Your Home State License

Go to NIPR.com. Submit your license application within 30 days of passing. You'll need your exam certificate, SSN, background authorization, and application fee. Processing takes 1–10 business days depending on state.

5
Apply for Non-Resident Licenses

Once your home state license is active, apply for all non-resident states through NIPR.com. Most non-resident applications are quick and straightforward — no additional exam required. Budget 1–2 weeks for all approvals.

6
Get E&O Coverage

Errors & Omissions insurance is required before contracting. E&O for independent agents runs approximately $30/month. Your agency manager will provide the recommended E&O provider when you complete onboarding. Submit proof with your contracting paperwork.

7
Complete Carrier Contracting

You'll receive contracting links through our agency. Complete your carrier appointments for each company listed in the Carriers section. This takes 3–7 business days per carrier. You cannot submit applications until contracting is approved.

Study Tips — Pass on First Try

📚

Daily Study Schedule

2 hours of pre-licensing content per day. Complete the course in 5–7 days. Then spend 2 full days doing nothing but practice exams. If you score 85%+ consistently, you're ready. Your course access will be provided by the agency after your application is approved.

🎯

Key Topics to Master

  • Types of life insurance: Term, Whole, Universal
  • Policy provisions and riders (waiver of premium, etc.)
  • Insurable interest and beneficiary rules
  • State regulations and unfair practices
  • Annuity basics (fixed, variable, indexed)
  • Health insurance: major medical, HMO, PPO
  • Medicare supplement plans A–N
Pro Tip: Don't over-study broad health topics. Focus 70% of your energy on Life Insurance and State Regulations — that's where most questions come from on the final expense agent exam path.
💳 E&O Insurance Guide
Monthly cost (approx.) ~$30 / month
Coverage minimum $1M per occurrence
Required before contracting? YES ✓

REQUIRED STATE LICENSES

These 11 states give you access to our full lead inventory. Your home state is covered separately — these are the non-resident licenses you need to purchase.

Home State
Your Home State
Resident License
$50–$250
Varies by state — check NIPR.com for your state's exact fee
Texas
TX — Non-Resident
$50
High-volume state, large senior population
Florida
FL — Non-Resident
$50 *
Largest final expense market in the US
* +$100 fingerprint fee required
Georgia
GA — Non-Resident
$100
Strong response rates, great territory
North Carolina
NC — Non-Resident
$100
Excellent dialer performance
Ohio
OH — Non-Resident
$15
High density, solid close rates
Pennsylvania
PA — Non-Resident
$110
Large senior demographic
Tennessee
TN — Non-Resident
$50
High senior density, warm market
Alabama
AL — Non-Resident
$80
Consistently high close rates
South Carolina
SC — Non-Resident
$25
Strong senior market, affordable entry
Louisiana
LA — Non-Resident
$75
Highly underserved market, great response rates
Total Licensing Investment Estimate
Pre-licensing course ✓ Covered by Agency — FREE
State exam fee $40–$85
Home state license application $50–$250
10 non-resident licenses (TX $50, FL $50+$100fp, GA $100, NC $100, OH $15, PA $110, TN $50, AL $80, SC $25, LA $75) ~$655 + FL fingerprint
E&O Insurance ~$30/month
Estimated Total Startup ~$800 – $1,100
💳 How Most New Agents Cover Their Licensing Costs: A lot of our new agents use Affirm, Afterpay, or Klarna to split their non-resident license fees into smaller payments — so they can get all 10 states approved immediately without paying everything upfront. NIPR.com and most state DOI portals accept major credit cards, which can then be paid through these buy-now-pay-later tools. Getting all your states licensed at once means you hit the ground running with the full lead pool on Day 1. Alternatively, if you need more time, the Jr. Broker Program lets you start earning splits while you work your way toward full licensure — no states required to get started.

HOW THE PROGRAMS WORK

We have two tracks depending on where you are in the licensing process. Both paths lead to the same destination — a full-time income selling final expense from home.

🎓
Jr. Broker Program
For unlicensed agents or missing state coverage

If you're currently unlicensed OR not yet contracted in a specific state, the Jr. Broker Program lets you start earning right away while you work toward full agent status. You work the leads, build rapport, and close the client — your manager steps in to type up the policy and collect the signature. Simple, clean, and effective.

  • $200/month seat fee — same as a fully licensed agent, giving you full access to the dialer, lead pool, and all training resources
  • You close the client — work the lead, run through the script, handle objections, and get the prospect ready to buy
  • Manager handles the paperwork — once the client agrees, your manager comes in, completes the application, and secures the signature
  • Pay: $100 minimum per policy OR 15% of Annualized Premium — whichever is greater — paid upon policy approval
  • Example: A $1,200 AP policy = $180 to you (15%). A $500 AP policy = $100 to you (minimum floor applies)
  • Payment is issued upon policy approval — not submission
  • Use this time to complete your licensing — once you're fully licensed and contracted, you transition to full agent commissions automatically
The Math: Write 10 policies a month at an average of $1,200 AP each and you're earning $1,800/month as a Jr. Broker while you finish your license. Hit 20 policies and that's $3,600/month — all while learning the system and building toward full agent income.
🌟
Free Lead Program
Zero lead cost for active producers

Our free lead program is one of the most powerful competitive advantages you have as an agent. Rather than spending $30–$50 per lead like most agents, your only cost is the $200/month dialer seat fee. Here's how it works:

  • Leads are pre-loaded into ReadyMode and auto-dialed — no cold list purchasing required
  • Lead pool covers all licensed states in your account
  • Leads are sourced from direct mail responses, digital opt-ins, and aged leads (60–90 days)
  • Leads are re-cycled through the system — persistence pays off (most sales happen on call 3–5)
  • Your $200/month seat fee covers unlimited dials within your licensed states
  • Seat fee is waived if you write $10,000+ AP in the prior month
  • Top performers have access to priority lead queues with fresher data
📞
Live Transfer Inbounds
For high-level producers ready to scale

Once you've demonstrated consistent production and are writing $15,000+ AP monthly, you can unlock access to live transfer inbound calls from our partner network. These are warm, pre-qualified callers — the highest-quality leads available.

$29
Per Live Transfer Call
From our qualified partner network
  • Pre-screened callers, ages 50–80, expressing interest in final expense coverage
  • Average close rate on transfers: 25–40%
  • Minimum purchase: 10 transfers per week
  • Available M–F, 9am–6pm in prospect's time zone
  • Transfers are charged only on connected calls 60+ seconds
  • Unlock requirement: $15,000+ AP in prior rolling 30 days

THE 7-DAY LAUNCH PLAN

Follow this exact sequence to go from licensed and contracted to dialing and closing within 7 days. No shortcuts. No skipping steps. Every day matters.

Day
1

Monday — Foundation Day

System Setup & Orientation

  • Complete onboarding paperwork and agency agreement
  • Set up ReadyMode account — log in, verify settings, test headset connection
  • Set up CRM access and learn basic navigation
  • Watch: Agency Overview Training Video (provided by trainer)
  • Review the complete Final Expense product overview PDF
  • Attend Day 1 orientation Zoom call with your team leader
  • Review your carrier contracts and appointment confirmations
  • Set up your calendar blocks for the next 7 days
Day
2

Tuesday — Product Mastery

Know What You're Selling Before You Sell It

  • Study all carrier products: rates, underwriting, issue ages, face amounts
  • Learn the difference between Level, Graded, and Modified benefit policies
  • Know which carrier to use for which health situation
  • Memorize key underwriting knock-outs for each carrier
  • Practice running quotes in each carrier's online portal
  • Watch all carrier product training videos provided in the portal
  • Complete the Day 2 Product Knowledge Quiz (minimum 80% to proceed)
  • Write a one-page summary of each carrier's top product in your own words
Day
3

Wednesday — Script Day 1

Memorize the Opening & Needs Assessment

  • Read the Opening Script 10 times out loud — no shortcuts
  • Record yourself delivering the opening on your phone — listen back
  • Practice the Needs Assessment questions until they feel natural
  • Learn the benefit discovery bridge: "The reason most people in your area call us is..."
  • Practice with a partner or shadow a live call with senior agent
  • Study the complete objection handling guide (see Objections section)
  • Complete 2 hours of ReadyMode training — disposition codes, call notes, callback scheduling
  • Watch the "How to Work Your Leads" training video
Day
4

Thursday — Script Day 2

Master the Presentation & Close

  • Drill the full script from open to close 5 times — recorded
  • Practice quoting live: pull up a rate chart and walk through quoting in real-time
  • Rehearse the "Three Policy Strategy" — initial coverage, additional coverage, cost reduction
  • Role-play all 8 core objections with a partner (see Objections tab)
  • Learn how to pivot from a "No" to a discovery question
  • Complete carrier contracting confirmation — all carriers approved?
  • Submit E&O proof to agency manager if not already done
  • ReadyMode: Set up your dialing lists and confirm state filtering is correct
Day
5

Friday — Mock Call Day

Full Simulation — No Live Leads Yet

  • Conduct 5 full mock calls with your trainer or team partner
  • Trainer plays difficult prospect — agent must handle every objection live
  • Practice submitting a mock application through each carrier's e-app platform
  • Time yourself: target 20–30 min per complete sales call
  • Review recording with trainer — identify top 3 improvement areas
  • Watch the ReadyMode Advanced Features video
  • Complete the Week 1 Certification Quiz (80% required to move to live dialing)
  • Confirm your daily dial schedule and reporting expectations with your team leader
Day
6

Saturday — Mindset & Review

Mental Preparation for Launch

  • Re-read all scripts, objections, and product notes
  • Watch your 3 best and 3 worst mock call recordings
  • Write down your 90-day income goal and post it where you dial
  • Set up your physical workspace: clean desk, water, headset, second screen recommended
  • Review the daily accountability tracking sheet for your first live week
  • Rest and prepare mentally — Monday you dial live
Day
7

Sunday — System Check

Final Prep — Go Live Tomorrow

  • Log into ReadyMode — confirm all lists loaded, states correct, disposition codes set
  • Test your headset, internet speed, and backup connection
  • Confirm you can access all carrier e-app portals and quote engines
  • Review your script one final time — especially the open and the close
  • Set your alarm: first dial session starts at 10:00 AM tomorrow
  • Text your team leader: "Ready to dial Monday" ✓
🚀 Day 8 — You're Live! First dial session: Monday 10:00 AM. Target: 200+ dials, 3+ hours talk time. Your first policy is closer than you think. Trust the script. Follow the system.

COMPENSATION BOOST LEVELS

Your contract level increases automatically as your issued production grows. Start at Level 65 and work your way to Level 100 — the more you issue pay, the more you earn on every single policy.

START
Level 65
Starting Level
65%
Commission
$0 AP
LEVEL UP
Level 70
$10,000 AP Issued
70%
Commission
$10K AP
MILESTONE
Level 80
$20,000 AP Issued
80%
Commission
$20K AP
ELITE
Level 90
$30,000 AP Issued
90%
Commission
$30K AP
LEGEND
Level 100
$40,000 AP Issued
100%
Commission
$40K AP
YOUR PATH TO LEVEL 100
65708090100
💰 INCOME ESTIMATOR

Enter your monthly issued AP to see your estimated commission at your current level.

📖 WHAT IS AP?

AP stands for Annual Premium — the total yearly value of a policy. It's the standard unit of measurement for life insurance production.

How to Calculate AP
Monthly Premium
$X/mo
×
Months in a Year
12
=
AP
Annual Premium
Example

Client pays $80/month for a final expense policy.
$80 × 12 = $960 AP for that one policy.
Write 15 policies at $80/mo → $14,400 AP that month.

Issued AP vs. Submitted AP

Submitted AP = what you write on the call.
Issued AP = what actually gets approved and placed by the carrier.
Your comp level is based on Issued AP only — policies that are submitted but not issued do not count toward your level.

🔐
Approved Agents Only

THE AGENT PORTAL

The following content is restricted to approved agents who have received their portal credentials from the agency. Login to access all sales tools.

📞
Master Your Script
7 complete scripts — opening to close
🛡️
Objection Handling
10 objections with full responses
🏦
Insurance Carriers
6 carriers, products & selection guide
📈
Three Policy Strategy
Maximize AP on every call
ReadyMode Dialer
Full setup, walkthrough & tips
🎬
Video Training Center
Full library of training recordings
🔐 Log In to Agent Portal

Don't have credentials? Apply to work and we'll set you up once approved.