Final Expense Worksheet

Use this worksheet to help clients understand how enrolling in a Final Expense plan can ensure their final expenses are taken care of

The cost of a funeral and other final expenses is expensive, and enrolling in a final expense plan can alleviate a lot of that stress from friends & family when the time comes. Use this worksheet that includes the average costs of most final expenses to help clients see how a final expense plan can help them. 

  • Educate clients on final expenses
  • Build trust with prospects & clients
  • Close more final expense sales

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