When you get a live transfer call for final expense leads, verify the caller's name and date of birth, then either set an appointment or close the sale right there. Use the two option method if you can't complete it immediately.
Here's how to answer a live Transfer call Whenever a lead comes in on a live transfer, you have two options. Option one is to set an appointment. If you're not able to run the appointment at the time, you should go ahead and do that by using the two option method. Option two is to conduct the appointment when you receive the call. Ask them to verify their information first, last, and date of birth. This will help you find the lead and will also make them feel as if they're working with someone who's an actual professional. From there, you can go straight into qualifying the prospect which will take you to the close and this will change your life. With self generated Life transfers.
