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Medicare Agent Training – Final Expense Leads

Most agents that are licensed to sell Medicare products are also licensed to sell life insurance. For experienced health and Medicare agents, becoming a final expense sales agent is pretty simple. The prospects are the same as Medicare advantage. This makes final expense a great cross sell. For those selling health insurance, the clientele is a little different but the money in final expense sales can be much better.

What a Final Expense lead could look like:

  • Traditionally lower income individuals who didn’t save for their final expenses, or didn’t take out a permanent life insurance plan when they were younger and it was cheaper.
  • Prospects often live in more urban areas where crime, poverty, and hygiene can potentially be a challenge.

The average filters a Final Expense agent would use these filters to find these prospects are:

  • Ages 50-80
  • Income $15k-$45k

Tools for Calling Final Expense Leads:

Best Tools for Calling:

  • Dialer Software – Dialers allow you to call more prospects than you would with just manual dialing. With we offer 1, 3 and 4 line options so you can choose how many numbers to dial at once. Insurance is a numbers game, the more people you talk to, the more pitches you get out. The more pitches, the more clients you get.
  • Lead Data – Often times insurance agents to not have the quantity of leads needed. offers a solution called SalesDataList. SalesDataList allows you to pull targeted leads for Final Expense leads. It even allows you to scrub your search against the DNC so you stay compliant.

Want to learn more about our calling and lead solutions? For more information about our dialer CRM solution, click here. For more information about our medicare lead product, click here.


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