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Download the new Final Expense training manual

Wellabe’s Final Expense insurance agent field manual provides everything you need to be successful. It not only completely describes the three Final Expense insurance products — Great Assurance®, Graded Benefit, and Guaranteed Assurance — but it also provides in-depth information about contracting, underwriting, and other Wellabe business practices. 

Download agent manual

Keep these business quality tips top of mind

Avoid business quality issues by following these helpful reminders:

  • Solve for premium: When you meet with clients, you should offer them a policy they can afford, no matter what the face amount is. Solving for premium helps clients plan for a payment they’re comfortable with.
  • Don’t oversell: Most clients have a set budget, and it’s a big part of their decision process. Figuring out what they can afford helps with persistency and taken rates. 
  • Immediate billing is best: Finding the right plan for each client is important. Suggest immediate billing for those with more flexible budgets.

Register for a Final Expense webinar

Final Expense insurance:

Preparing clients for tomorrow to live better today  

Aug. 15 at 3 p.m. Central time

Register here

It’s important for you to do business with a company that focuses on your clients’ well-being – and yours. Our three Final Expense insurance products help your clients and their families be well prepared and well protected.  

Enrollments made easy with MyEnroller® 

Aug. 16 at 11 a.m. Central time

Register here

We understand how important you are to our business and how you need industry-leading technology and tools to be successful. MyEnroller makes it easy to quote Wellabe’s products and enroll your clients all in one convenient place.

Life agent portal: Access to resources 24/7  

Aug. 29 at 10 a.m. Central time

Register here

Wellabe’s agent portal provides access to a variety of resources, reports, and marketing materials. Join us to learn all about what makes Wellabe’s agent portal your best resource.

Questions?

If you need assistance, please call Agent Sales Support at 866-252-5594, option 2, Monday–Friday, from 7:30 a.m. to 5 p.m. Central time or email [email protected].

For Agent Use Only; Not for Consumer Solicitation. © 2023 Wellabe. All rights reserved.