Life Insurance Lead Script

Hi, Can I speak with XXX please This is NAME calling from XXX Life Insurance!

The reason I’m calling is to let you know that we will have agents in your area offering free, no obligation quotes on life insurance. We are providing families like yours an innovative solution with their life insurance planning. If you would you like to see if you qualify for our program I could have one of our agents give you a call tomorrow?

Rebuttals to some commonly asked questions:

  • It’s never too late to secure the future for your family and your retirement plans.
  • It’s just a short call and there’s absolutely no obligation for you to purchase a plan from us.
  • (Prospect already has a life insurance plan) Thats great you’ve already planned ahead, but we would still like to give you the chance to compare rates.

I just need to ask you a couple quick questions to make sure you qualify for the programs we offer.

  • May I ask your age?
  • Do you have any history of seriously illness, such as cancer, heart attack or stroke?
  • Are you currently taking any prescribed medications?
  • Do you already have a life insurance? (if yes get company name)


Thanks, that’s all for now.  I’ll have one of our loan specialists follow up with you and give you a quote on a life insurance policy.