Unless you are a licensed insurance agent it is important NOT to solicit, sell or negotiate insurance business. While you may inquire about a referral’s need for final expense life insurance then provide us (licensed agents) as a resource to them, you may NEVER engage in a meaningful discussion about the specifics of any insurance product. The best way to schedule appointments would be to simply ask “Do you need any sort of help with final expense burial planning? If so, I know someone who can help you out with that.” then give them your affiliate card to call us or schedule an appointment. It’s that easy! You can also direct them to our website if more information is needed.