What Agents Really Think About Specializing In Selling Final Expense Insurance

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Howdy! I am conducting an anonymous survey to collect research on what agents think about selling final expense insurance. The purpose of this survey is to give insight to agents considering or just starting to sell final expense, and what issues (good and bad) they should be aware of in order to have a successful insurance sales career. Please answer all the questions below with us much detail and remember this is a totally anonymous survey, so feel free to answer candidly. Thanks! -Dave

How would you best describe your final expense sales strategy focus? *

I am mostly or completely focused on face-to-face final expense sales.

I am mostly or completely focused on final expense telesales/virtual sales.

I do close to equal or equal effort in final expense face-to-face and telesales/virtual sales.

How long have you been selling final expense? *

3 months or less

4 months to 6 months.

7 months to 12 months.

1 year or longer.

Out of the choices below, please pick the top two that resonate most with you regarding the benefits of selling final expense insurance: *

Entrepreneurial benefits (owning own business, having no boss, etc.)

Earning potential

Simple product to sell

Easy access to lead options

One call close capability (no long-term sales cycle)

Other:

Required

Please expand on your answers from the previous question on the benefits of selling final expense insurance below.

Out of the choices below, please pick the top two that reflect best in your experience that make selling final expense insurance difficult: *

Lead quality issues.

Difficulty working with lower income prospects.

Carrier difficulties

Low residual/passive income earning opportunity with final expense products

"Lone wolf" style business.

Multi-level marketing, mass-recruiting agency focus

Other:

Required

Please expand on your answers from the previous question on the drawbacks of selling final expense insurance below.

Is it better to sell as an independent final expense agent with multiple carriers, or sell as a captive agent with one carrier? *

Independent agent with multiple carriers.

Captive agent with one carrier.

Please explain your answer on being an independent versus captive final expense agent below:

Do you believe new final expense agents should start their career exclusively selling final expense, or also simultaneously spending time recruiting agents? *

New agents should focus 100% on selling, not recruiting.

It's OK for new final expense agents to also focus their efforts on recruiting in addition to selling.

Please describe your answer above on selling and recruiting below.

Please indicate what you feel to be the number 1 most important factor to consider when selecting an agency or FMO/IMO to sell final expense with *

Commission levels

Carrier selection.

Sales training program.

Lead programs

Ability to recruit and build a team

Contract issues (release provisions, direct pay from the carrier, etc.)

Please explain why you selected the 3 factors above in more detail below.

Any last thoughts you have on selling final expense insurance that'd be useful for newer agents to think about?

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