Final Expense: Agent Needs & Preferences Study

Published April 1, 2024

In this first-of-its-kind research, we’ve surveyed more than 320 final expense agents and agency/FMO owners to answer one basic question: “Although final expense agents have multiple carriers they could write for, why do they choose the few they do?”

Our study offers data-driven answers that:

  • Examine how final expense agents are crossing over to sell other Life products and Medicare.
  • Explore how the total number of products agents sell outside of Final Expense impacts the total FE productivity.
  • Identify 17 attributes of the carrier-to-agent relationship and pinpoint which services matter most in carrier selection.
  • Drill down into the top four carriers that agents work with, examine the “why” behind their choices, and explore how their reasons vary from carrier to carrier.
  • Provide a rank order of 13 Final Expense carriers based on whether they are “easy to work with.”

Contact your Deft Research to learn more about this unique study.