How To Create Clear and Simple Sales Materials for Final Expense Insurance

Learn how clear, simple selling materials and high-quality leads from Insurance Marketing Hub can boost your final expense insurance sales.

Creating Clear and Simple Sales Materials for Final Expense Insurance

When it comes to final expense insurance, the stakes are high—not just for the families planning for the future, but also for the agencies trying to connect with them. Navigating complex insurance jargon can feel overwhelming for seniors, the primary audience for these policies. That’s why clear and straightforward selling materials aren’t just a nice-to-have; they’re essential. 

We’ve spent decades generating Final Expense leads to find out exactly what will peak someone’s interest enough to give you an opportunity to meet with them and provide a pitch.

In order for you to resonate with your leads while their need is high and their interest is peaked, you also need to understand what keeps them up at night, what they’re looking for, and what questions they have. 

By speaking directly to the needs of your audience and leads, you can build trust, foster understanding, and ultimately help seniors make confident decisions about their financial future.

Why Clear and Simple Selling Materials Matter

Final expense insurance isn’t just another policy—it’s a financial safety net that gives seniors and their families peace of mind. However, if the selling materials contain confusing jargon or unclear benefits, potential clients feel lost or unsure about taking the next step. That’s why clarity is so important. When your pitch is straightforward, it helps seniors see exactly what they’re getting, how much it costs, and why it’s worth it. It’s about making the process feel less like a maze and more like a clear path forward.

That’s where high-quality final expense and burial leads come in. They give you access to real qualified buyers who are actively searching for coverage, helping you write more policies when you supply them with messaging that speaks directly to their needs.

Clear communication turns hesitation into confidence, whether through a face-to-face conversation, an efficient and info-packed phone call, or an informative follow-up email.

Best Practices for Simplifying Complex Information

Seniors searching for coverage aren’t looking to decode complicated language or wade through walls of text. Your leads want straightforward answers and easy-to-understand options. The simpler and more accessible your sales materials are, the more likely they will connect with your audience and convert to a sale. Here’s how to make your message clear and genuinely helpful.

Use Plain Language

Plain language is all about making your message easy to grasp right away. It means ditching the industry jargon, skipping the overly technical terms, and avoiding long, winding sentences that can leave your audience scratching their heads. Instead, use words that feel familiar and conversational—words that clearly explain what your product does and why it’s important.

Here’s how to keep it simple:

  • Use everyday words: Instead of saying “death benefit,” explain that the policy helps cover funeral costs.
  • Keep sentences concise: Break down complex ideas into small, easy-to-digest pieces.
  • Define industry terms: If you have to use industry-specific language, take a moment to explain what it means.
  • Cut the fluff: Focus on the details that truly matter to seniors and help them make a decision.

When you speak plainly, you share information and build trust. Seniors will feel more confident in their choices and more comfortable asking questions to learn more.

Prioritize Key Information

Let’s face it: seniors reviewing insurance options won’t sift through multiple pages of fine print. They want the essentials — fast. That’s why you should put the most critical information front and center.

When creating your selling materials, make sure to highlight:

  • What the policy covers (e.g., funeral expenses, medical bills, or outstanding debts)
  • How much it costs, and whether the rates stay the same over time
  • Whether a medical exam is required
  • Who’s eligible and how to get started

Organizing your materials this way makes it easier for seniors to find what they need without feeling overwhelmed. It’s about respecting their time and making the process as smooth as possible.

Incorporate Visual Aids

For many seniors, seeing information is easier than reading it. Using visual tools like charts, infographics, and diagrams throughout the sales process can simplify complex topics and make them engaging and easy to understand.

Here are a few examples of visuals you could include:

  • A comparison chart showing the differences between final expense, term, and whole life insurance.
  • An infographic that breaks down the average costs of funerals and how final expense insurance can help cover them.
  • A step-by-step diagram walking seniors through the application process in just a few easy steps.

By adding visuals, you make your information more appealing and user-friendly. This small change can make a big difference, especially for seniors who might struggle with dense, text-heavy content.

Portrait of a senior woman with glasses using her cell phone outdoors

Adapting Selling Materials for Seniors

Selling materials must be accessible to the people they’re intended for. Many seniors face challenges such as declining vision, hearing loss, or difficulty processing dense text. If selling materials aren’t designed with these needs in mind, the message can get lost, leaving potential clients confused or uninterested.

Improve your accessibility by adjusting the layout, font size, and color contrast of printed and digital materials. Using at least a 14-point font — ideally 16-point or higher — makes reading easier, especially for those with visual impairments. High-contrast text, such as black on white or dark blue on yellow, enhances readability, while simple, uncluttered layouts allow for better focus. Sans-serif fonts like Arial or Verdana are preferable to decorative scripts, as they are easier to process at a glance.

Effective Formats for Final Expense Insurance Selling

Different formats work best for different types of consumers. Some seniors prefer print materials, while others may engage more with digital content or direct conversations. Using a variety of formats ensures that your message reaches as many people as possible.

High-Impact Selling Formats

  • Infographics – Visually break down complex concepts like funeral costs or policy benefits.
  • FAQs – Answer common concerns in a concise, easy-to-read format.
    Comparison Tables: Show how final expense insurance differs from other types of life insurance.
  • Brochures & Direct Mail: A simple, well-structured flyer can effectively reach seniors who prefer physical materials.
  • Videos & Webinars: Short explainer videos can help simplify the process and build trust with your leads.
  • Phone Consultations: A personal call can guide seniors through their options and answer questions in real time.

By using a combination of these formats, agencies can effectively communicate the value of final expense insurance to seniors in a way that meets them where they are — whether through a printed brochure in the mail, an informative website, or a conversation over the phone.

Tips for Testing and Refining Selling Materials

Even with clear and easy-to-understand selling materials, there’s always room to grow and improve. The secret? Listening to your leads and being willing to adapt. By gathering feedback from potential clients and experimenting with different approaches, agencies can fine-tune their messaging to better connect with seniors.

One of the best ways to improve your materials is by paying attention to what your leads are telling you. When seniors reach out about final expense insurance, they might ask the same questions over and over, stumble over certain terms, or hesitate because the pricing isn’t transparent. These conversations show you exactly where your materials might be falling short. Using lead management systems, agencies can track these pain points and make the necessary tweaks to simplify and clarify their messaging.

Another great way to refine your strategy is through A/B testing. Think of it as a way to test-drive different versions of your ads, brochures, or landing pages to see what clicks with your audience. For example, you could try two different headlines, layouts, or calls to action to see which gets more interest or leads. It’s all about finding what works best. Agencies that use lead programs can use A/B testing to fine-tune their approach and ensure their materials are as engaging as possible. After all, the goal is to meet your audience where they are and make the process as smooth as possible for them.

Leverage Professional Expertise with Insurance Marketing Hub

Creating effective selling materials is only half the battle — reaching the right audience is just as important. Even the best messaging won’t make an impact if it doesn’t land in front of the right people. That’s where we come in. At Insurance Marketing Hub, we help insurance agencies like yours sharpen their approach by delivering high-quality final expense leads and connecting you with the right audience at the right moment.

Our professional lead generation and targeted marketing strategies make it easier for you to focus on seniors actively searching for final expense insurance. We provide the tools and insights you need to fine-tune your messaging, boost engagement, and drive more conversions. When you partner with us, you’re not just saving time — you’re gaining confidence from using proven strategies to maximize your reach. Together, we can ensure your message resonates with the people who need it most. Let’s work smarter, not harder, to achieve your goals.

Ready to take your selling efforts to the next level? Let us help you reach the right audience with precision and ease. Visit Insurance Marketing Hub today to learn more about our final expense leads and start connecting with seniors who are ready to take the next step.

FAQs About Simplifying Final Expense Insurance Sales Materials

Simplified materials help seniors understand complex insurance concepts more quickly, making them feel confident and informed about their decisions. Clear content also builds trust and increases engagement with your audience.

Content formats like FAQs, infographics, and comparison tables are highly effective for seniors. These formats present information concisely, in a visually appealing and easy-to-digest way, addressing their specific concerns and preferences.

Visual aids should use high-contrast colors, large fonts, and simple graphics. Avoid clutter and highlight key points to make them easy to interpret.

Common mistakes include using jargon, overcrowding materials with information, and designing hard-to-read or navigate layouts. Avoid tiny fonts, low contrast, and overly complex visuals that may confuse seniors.

Conduct usability testing with seniors to gather feedback on clarity, design, and accessibility. To make materials more senior-friendly, incorporate large fonts, clear headings, and logical organization.

Comparison tables provide a side-by-side view of policy options, highlighting differences in features, costs, and benefits. This format helps seniors quickly understand their choices and make informed decisions.

Ensure compliance with insurance advertising regulations, including clear disclosure of terms, accurate representations of policies, and adherence to privacy laws. Review legal guidelines regularly to avoid potential issues.

Evaluate effectiveness through customer feedback, A/B testing, and performance metrics such as conversion and engagement levels. Adjust your materials based on insights to improve clarity and impact.

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