The Insurance Agent's Playbook

Actionable guides on leads, sales, follow-up systems, and scaling your insurance business — final expense, IUL, and mortgage protection.

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How to Buy Final Expense Leads Without Wasting Money (2026 Guide)

A practical budget guide for new final expense agents. Learn which lead types actually convert, how much to spend, and how to scale from 10 leads a week.

8 min readRead guide
Getting Started

Getting Started with FEXmagnet

Everything you need to know to set up your account, choose your plan, and start receiving exclusive final expense leads.

4 min readRead
Integration

How to Connect FEXmagnet to GoHighLevel (GHL)

Step-by-step guide to forwarding your FEXmagnet leads directly into GoHighLevel using webhooks — no code required.

5 min readRead
Integration

How to Connect FEXmagnet to Zapier

Automate your lead workflow by connecting FEXmagnet to 6,000+ apps through Zapier — CRMs, spreadsheets, email, and more.

5 min readRead
Tips & Tricks

Exclusive vs. Shared Insurance Leads: What Final Expense Agents Need to Know

Understand the real difference between exclusive and shared final expense leads — cost, contact rates, ROI, and why exclusive leads close more.

7 min readRead
Tips & Tricks

How to Work Final Expense Leads: A Complete Follow-Up System

A proven step-by-step system for working final expense leads — from the first 5-minute call to the 30-day follow-up sequence that closes deals.

8 min readRead
Tips & Tricks

How Much Do Final Expense Leads Cost in 2026? A Pricing Breakdown

A transparent breakdown of final expense lead pricing in 2026 — what you'll pay for shared, exclusive, aged, and real-time leads, and what actually delivers ROI.

6 min readRead
Tips & Tricks

7 Final Expense Sales Tips That Top Agents Use to Close More Deals

Proven sales techniques for final expense insurance — from building rapport with seniors to handling objections and closing on the first call.

6 min readRead
Tips & Tricks

Best Final Expense Leads in 2026: I Tested 5 Lead Sources So You Don't Have To

An honest comparison of the top final expense lead sources in 2026 — Facebook leads, direct mail, aged leads, live transfers, and what actually delivers ROI.

9 min readRead
Tips & Tricks

Final Expense Telesales: The Complete Guide to Selling Over the Phone

Everything final expense agents need to sell over the phone — lead types, tech stack, call flow, and how to build a telesales operation that scales.

10 min readRead
Tips & Tricks

Why Your Final Expense Leads Aren't Converting (5 Fixes)

If your final expense leads aren't converting, the problem might not be the leads. Here are 5 reasons agents fail to close and how to fix each one.

8 min readRead
Tips & Tricks

Facebook Leads vs Direct Mail for Final Expense: Which Converts?

An honest comparison of Facebook leads and direct mail for final expense agents — cost, contact rates, close rates, and which works for telesales vs field sales.

8 min readRead
Getting Started

How to Start a Final Expense Insurance Business in 2026

A step-by-step guide to starting a final expense insurance business from scratch — licensing, IMO selection, lead strategy, and building your first book of business.

10 min readRead
Tips & Tricks

Speed to Lead: Why Response Time Makes or Breaks Final Expense Sales

Data shows leads contacted within 5 minutes are 21x more likely to convert. Here's how to set up instant notifications, automation, and a system that wins.

7 min readRead
Tips & Tricks

Final Expense Aged Leads: Are They Worth Buying in 2026?

An honest look at aged final expense leads — pricing, contact rates, close rates, and when they make sense as a supplement to your fresh lead strategy.

8 min readRead
Tips & Tricks

How to Handle Final Expense Objections: Scripts That Actually Work

Exact scripts for the 8 most common final expense objections — from "I need to think about it" to "I don't trust insurance companies." Battle-tested by top producers.

9 min readRead
Tips & Tricks

How to Track Your Final Expense Lead ROI (Stop Guessing, Start Measuring)

The 5 numbers every final expense agent must track — cost per lead, contact rate, close rate, cost per acquisition, and true ROI. Includes tracking templates.

7 min readRead
Tips & Tricks

IUL.org Review: What 200 Leads for $100 Actually Gets You

An honest review of IUL.org's 200 leads for $100 offer. We break down their lead sources, CRM lock-in, and what "post-purchase opt-in" really means for your close rate.

9 min readRead
Tips & Tricks

200 Insurance Leads for $100? The Real Cost of Cheap IUL & Final Expense Leads

Cheap insurance leads sound like a deal — 200 for $100. But co-reg leads come from post-purchase surveys, not real intent. Here's the true cost per policy and a better alternative.

8 min readRead
Getting Started

How to Scale Your Final Expense Business From Solo Agent to Agency

A phase-by-phase roadmap for scaling from solo final expense agent to running your own agency — hiring, systems, lead allocation, and override economics.

10 min readRead
IUL

What Are IUL Leads? A Complete Guide for Insurance Agents

Everything you need to know about IUL leads — what they are, where they come from, and how to close them.

8 minRead
IUL

IUL Leads vs Seminar Marketing: Which Gets Better ROI?

Compare the cost, close rates, and scalability of buying IUL leads online vs running dinner seminars.

7 minRead
IUL

How to Sell IUL: Scripts, Objections, and Closing Strategies

Proven scripts and objection handling techniques for selling Indexed Universal Life insurance.

10 minRead
Mortgage Protection

Mortgage Protection Leads: The Complete Buying Guide

How to buy mortgage protection leads that actually convert — trigger leads vs intent leads, pricing, and what to look for.

8 minRead
Mortgage Protection

Why Intent Leads Beat Trigger Leads for Mortgage Protection

Trigger leads are stale public records. Intent leads are homeowners who asked for help. Here is why the difference matters.

7 minRead
Mortgage Protection

How to Sell Mortgage Protection: From First Call to Close

Step-by-step guide to selling mortgage protection insurance — scripts, objection handling, and quoting strategies.

9 minRead

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