Life insurance script sample 2026

1. Click ‘Get Form’ to open the life insurance script sample in the editor.
2. Begin by entering the prospect's name in the designated field. This personalizes your approach and makes the conversation more engaging.
3. Fill in your name and the name of your marketing organization where indicated. This establishes credibility and trust with the prospect.
4. Inquire about existing coverage by selecting 'Yes' or 'No' from the options provided. If they have coverage, gather details such as monthly payment and duration.
5. Discuss their goals for coverage, choosing between traditional burial or cremation, and input suggested policy amounts based on their preferences.
6. Review health conditions by checking applicable boxes for any serious health issues. This information is crucial for tailoring policy options.
7. Confirm desired features of the policy by selecting options that resonate with the prospect’s needs, ensuring you capture all important aspects.
8. Finalize budget discussions by entering their preferred monthly premium range, which will guide your quote generation process.

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