FEX Callers: Verifiers
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Introduction to the Verifier Role
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Compliance & Legal BasicsHIPAA & Data Privacy GuidelinesWhat is HIPAA? HIPAA Basics Training (4:57)59sHIPAA 101: Essential Training for 2025 Webinar (53:31)59sHIPAA & Data Privacy GuidelinesDo Not Call (DNC) RegulationsLearn About the Do Not Call Registry (4:01)0sPassing the NMLS Exam – Understanding the Do Not Call (DNC) Rule (8:24)59sTechy Tuesday – Accessing the National Do Not Call Registry (6:01)59sDo Not Call (DNC) RegulationsTCPA and Call Consent RulesNavigating Compliance with the Telephone Consumer Protection Act (TCPA) (58:42)59sWindow to the Law: Updated Guidance for TCPA Compliance (4:41)59sHow to Prepare for the April 2025 TCPA Consent Revocation Order | Convoso (16:39)59sTCPA and Call Consent RulesState and Federal Insurance Compliance StandardsState and Federal Insurance Compliance Standards (1:00:18)59sState and Federal Insurance Compliance Standards
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Product & Service KnowledgeTypes of Policies: Term, Whole, Final ExpenseTerm vs. Whole Life Insurance (1:00)59sWhat Is Term Vs Whole Affordable Final Expense Insurance? (2:18)59sFinal Expense Life Insurance Explained (14:29)59sTypes of Policies: Term, Whole, Final ExpenseTypical Client Needs & Financial ConcernsClients “Wants vs Needs” for Final Expense Insurance (30:06)59s10 Questions Life Insurance Agents Can Ask Clients (18:18)59sTypical Client Needs & Financial ConcernsKey Policy Features (e.g., Fixed Rates, No Medical Exam)Life Insurance With No Medical Exam (3:59)Final Expense Life Insurance Explained (14:29)59sKey Policy Features (e.g., Fixed Rates, No Medical Exam)
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Verifier Responsibilities
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Customer Engagement Skills
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Systems & Tools
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Call Scripts & Handling
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Live Call Transfer
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Quality & Performance Standards
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Objection Handling“I Can’t Afford It”How To Respond To “I Can’t Afford It” As An Insurance Agent (10:55)0s“It’s Too Expensive/I Can’t Afford it”Objection: It’s Too Expensive/I Can’t Afford it (7:44)59sObjections Kill Sales – Handling Common Objection “I Can’t Afford It” (6:56)59s“I Need To Think About It”How To Overcome “I Need To Think About It” Life Insurance Objection (12:37)59sHandling Objections in Life Insurance Sales: I Want to Think About It (34:47)59sI Want To Think About it – Final Expense Life Insurance Training (9:51)59s“Email Me the Quote”Overcoming Objection: “Email Me the Quote” (For Insurance Agents) (7:57)59s“I Already Bought Insurance”Objection: I Already Bought Insurance (7:40)59sObjection: I Already Took Care of That (1:42)59s“I Only Have a Few Minutes/I Don’t Have Time”Objection: I Only Have a Few Minutes (29:32)59sHandling Objections in Life Insurance Sales: Now is Not a Good Time59s“I Have to Speak to My Partner/Spouse”Objection: I Have to Speak with my Husband First (2:55)59sLive Call: “I Don’t Make Decisions Without My Spouse” (14:58)59sOvercoming Common ObjectionsHow To Overcome Objections In Insurance Sales? (As A Life Insurance Agent) (15:13)59sHandling Objections in Life Insurance Sales: Now is Not a Good Time (33:24)59sHow To Overcome Every Sales Objection (27:14)59sObjection-Handling Training That’ll Explode Your Life Insurance Sales (26:39)59sHow To Handle Insurance Sales Objections With The 3 A’s Method (10:26)59sHow I Overcame 3 Objections in One Call (37:47)59sShe Overcame Ten Objections to get a Yes (26:54)59sAdvanced Telesales Training – Part 1 Overcoming Multiple Objections (18:14)59sAdvanced Telesales Training – Part 2 Live Objection Calls (19:38)59sHow to Sell Someone Who is Closed Off (33:45)59sFrom Objections to Sales Process to Recommending Options (1:35:32)59sFalse ObjectionsLive Call – Overcome False Objections for Final Expense (1:28)59sFalse Objection: I Can’t Find My Banking Info (Full Sales Call Review) (1:18:26)59sObjections and Rebuttals QuizObjection Handling
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Shadowing & Live Practice
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Final Review
