Referral NetworkScripts
Welcome to Your Script Hub at Falkor Financial
As a licensed insurance agent, your time is valuable—and your conversations are even more so. This page is your go-to resource for high-converting scripts designed specifically for calling, emailing, or texting leads.
Whether you're following up on a quote request, nurturing a warm lead, or reaching out cold, these proven scripts will help you connect with confidence, build trust, and close more policies. Get started below and make every interaction count.
Mortgage Protection Call Script (Term Life Insurance)
Agent: “Hi [Name], this is [Your Name]—quick call, I help local homeowners in the area like you protect their mortgage with affordable life insurance that pays off the home if something unexpected happens. This is not a sales pitch—I just wanted to see if you’ve already set that up and if not, if I can send you over some more info on how we affordably help families keep their homes in the event of an unexpected passing.
If they say yes or show interest:
“Great—I’ll send over a quick text with a few details and a link to schedule a quick call or quote if you’re curious. What’s the best number or email for that?”
If they say no:
“Totally understand— I just wanted to make sure your home is protected the way you want it. If things ever change, and you would like to add some peace of mind to your family’s lives, I’m happy to be a resource.
Life Insurance Script (Client-First Focus)
Agent: "Hi [Name], this is [Agent Name] with Falkor Financial—just reaching out real quick. You recently looked into life insurance options, and I wanted to make sure someone’s actually walked you through everything—not just push one product."
(Pause for response—this usually sparks interest.)
Agent: "At Falkor, we’re independent, which means we don’t work for just one carrier. Our job is to walk you through your options, so you don’t end up with a policy that benefits the agent more than it benefits you. Unfortunately, that happens more than it should in this industry."
(If they’re open):
"I’d be happy to set up a quick 15-20-minute consultation—just to show you what’s available and answer any questions you may have. I have some availability through the rest of the week, which day this week works best for a quick zoom call for you?
Rollover Scripts
(If yes, continue. If no:)
(If no:)
(Optional if they seem skeptical or unsure):
Agent (Call to Action):
"We offer a quick, no-pressure consultation to walk you through how it works and if it’s a fit for your goals. Would day and time this week would work best for a 15-20 minute call?"
Falkor Financial Warm Lead Script (IUL Interest)
Agent: "Hi [Name], this is [Agent Name] with Falkor Financial—I’m reaching out because you showed interest in learning how an IUL works. Do you have a quick moment?"
(If yes, continue, add Value & Transparency.)
Agent: "A lot of people are drawn to IULs because they offer permanent coverage, living benefits, tax-free retirement income, and protection from market losses—and for the right person, it’s one of the most powerful financial tools available." "But here’s the honest part: not everyone qualifies for one, and even if they do, it’s not always the best fit depending on their goals, budget, or health. "
(If no:)
“No problem—I can shoot over some info or find a better time. What works for you?”
Agent (Set the Appointment):
"That’s why we offer a quick, no-pressure consultation—to walk you through what an IUL actually is, see if you qualify, and help you figure out whether it makes sense for your situation."
"Would [suggest a day/time] work for a quick 15-minute call to explore that together?"
