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Final Expense Recruiting Live Transfer

Final Expense — Senior Market

Licensed-agent transfers for final expense whole life coverage across eleven states. Requires state-licensed agents and verification of licensing per state before activation.

At a glance

Campaign type
Lead type
Licensed Transfer
States
Texas, Florida, Georgia, North Carolina, Ohio, Pennsylvania, Illinois, Arizona, Nevada, Colorado, Louisiana
Availability
Recruiting
Last updated
2026-02-17

Who this campaign is for

Centers employing or contracting state-licensed agents, with senior-market experience and at least 20 licensed agents available.

How it works

Licensed agents qualify the consumer on age, state, general health and existing coverage, then transfer to the carrier's team. Licensing is verified per state before your center is activated.

Qualification requirements

  • Minimum 20 state-licensed agents
  • Licensing verified for each state you intend to run
  • Senior-market calling experience
  • Full call recording with retention
  • Documented QA process

Quality expectations

  • Consumer must meet published age band
  • Health knock-out questions asked and recorded accurately
  • Duplicate window of 90 days applies network-wide

Compliance information

  • No implication of government or Social Security affiliation
  • No specific premium or benefit claims outside approved language
  • State-specific licensing and disclosure requirements apply
  • Immediate opt-out honoring

Compliance responsibility rests with the center making the contact. Full campaign terms, the approved script and the complete rejection rules are provided to verified centers before activation.

What is not shown publicly
Exact payout, the approved call script, transfer numbers, routing logic, tracking credentials and the campaign owner's identity are available only to verified centers that are eligible for this campaign. This page is built from a separate public projection of the campaign record — the restricted fields are not present in it.

Common questions

Do I need licensing in all eleven states?
No. You are activated per state based on where your agents hold licenses. You can run a subset and add states later as licensing expands.
Why does this campaign require licensed agents when other final expense campaigns do not?
Because your agents conduct the qualification and health screening rather than handing that to the buyer. Transfer-only final expense campaigns that route to the buyer's licensed agent do not carry this requirement.

How to apply

Centers must be verified before they can access campaign detail or apply. Verification includes an automated eligibility check against your operational profile followed by a short call with an account manager. Once verified, activating a campaign — accepting terms, completing training and certifying your agents — takes about fifteen minutes.

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