Final Expense Agent Starter Kit
 
Your Daily System for Consistent Production
The Final Expense Agent Starter Kit is a complete, field-tested toolkit designed to help agents stay organized, confident, and consistent from first contact to commission deposit.
 
This isn’t motivational content.
This is a daily execution system built to support real activity, real conversations, and real income.
 
Whether you’re new to Final Expense or refocusing your business, this kit removes the guesswork by giving you the exact tools needed to track activity, control conversations, follow up properly, and measure production—daily, weekly, and monthly.
 
What’s Included:
Daily Dial Tracker – Stay focused and accountable with every call made
Daily Door Knock Tracker – Track in-field activity and conversations
Final Expense Sales Scripts (3 variations) – Structured, natural scripts for different client styles
Cold Call Old Lead Script – Re-engage aged leads with confidence
Cold Call Voicemail & Text Scripts – Leave clear, professional follow-ups that get responses
Client Financial Checklist – Guide conversations and uncover coverage gaps
Policy Review Tracker – Identify additional protection opportunities during reviews
Referral Sheet – Capture referrals intentionally, not randomly
Weekly Production Tracker – Measure effort vs. results in real time
Monthly Commission Planner – Track income, goals, and growth
30-Day Consistency Snapshot Sheet – See patterns, momentum, and breakdowns at a glance
 
Who This Kit Is For:
New agents who want structure from day one
Agents returning after inconsistency or burnout
Producers who want cleaner systems and higher activity
Managers who want tools their agents will actually use
 
This kit is designed to be used daily, not saved and forgotten.
 
Print it, load it into your iPad, or keep it beside you during call blocks and field days.
 
When activity is tracked, conversations improve.
When conversations improve, production follows.
Preparation creates confidence.
Consistency creates income.