A true exclusive lead only generated by SIL! These estate plan leads attract prospects who are looking to have a Final Wishes Guide completed and a free Last Will & Testament kit. Many of these clients also check the box inquiring about life insurance and tax-free legacy to loved ones. All agents receive a fillable Final Wishes guide to complete with the client and a free will kit to give the client.
This easy to use template takes just minutes to complete and it then allows you, the agent, the ability to pivot and offer a multitude of products to fit their estate planning needs, including life insurance, annuities, long term care, Medigap and final expense coverage. Best of all, these leads, with the included script from SIL are the easiest leads in the industry to book! The client wants the final wishes guide and will kit, and they want you to deliver it! SIL Estate Planning leads are the most powerful leads in existence once mastered because they offer an insight to the client’s financial inventory and the ability to sell multiple products with ease!
All Estate Planning leads generated on social media are exclusive and include the following information:
- First Name
- Last Name
- Phone number
- Current will status and estate planning need
- Secret Code Word