1. Why Planning Ahead Matters

  • Brief story or example: “When my aunt passed away unexpectedly…”

  • Stat: 60% of seniors don’t have a plan in place for final expenses.

  • Set the tone: Peace of mind, not fear.

2. The Top 3 Financial Risks Facing Seniors Today

  • Outliving savings

  • Leaving loved ones with debt or final expenses

  • Healthcare costs not covered by Medicare

3. Simple Solutions for Smart Seniors

  • Final Expense Coverage: What it is, average cost, and who it helps.

  • Income Protection: Using life insurance or annuities to create stability.

  • Medicare Gaps: Overview of supplemental or advantage plans.

4. Don’t Let Your Family Guess—Let Them Know You Planned

  • Encourage communication with family.

  • Suggest organizing important documents.

5. What to Do Next

  • Link to your free consultation or planning guide.

  • Mention your personalized approach.

CTA: “Schedule Your Free Senior Benefits Review Today”