Final Expense Agent Training

Join us for a comprehensive Final Expense Agent Training designed to help agents confidently position final expense solutions, better serve clients, and grow their book of business.

This session will cover:

• Overview of Final Expense products and target markets
• Identifying client needs and proper positioning strategies
• Understanding underwriting basics and eligibility
• Effective sales conversations and compliance best practices
• Application and enrollment process walkthrough
• Tips for cross-selling and generating referrals
• Whether you are new to final expense or looking to strengthen your approach, this training will provide practical tools you can immediately apply in the field.

(Lunch will be provided.)

⚠️ Important: Closed event exclusively for contracted agents or by direct invitation only. It will not be available to agents without an active contract with SAB or DIA under the required carriers.

Interested agents must confirm attendance in advance, as space will be limited.

  office@dinsuranceadvisors.com

📍 Location: Classroom – Houston Office

🏢 Dedicated Insurance Advisors