There are several scripts you can use, depends on the type of lead, but the only difference in most of them is the first part of the lead. Identifying what it is they are looking for, but, we will always go back to the basic medical questions.
These guides are tools to help you prepare for an appointment and make quick determinations for what is best for your clients. We recommend printing a copy of each and carrying with you for reference.
Critical, Chronic & Terminal Illness Rider Grids
These documents can be personalized by adding your contact info. Current contact info on documents is just an example and should be replaced with your contact information. PRINT IT OUT AND LAMINATE IT OR PUT IT IN A SHEET PROTECTOR. YOU WILL BE REFERRING TO IT ALL THE TIME.
New Kind of Life Insurance The Value of Mortgage Protection & Living Benefits
Print and laminate this document. Use this as a tool to explain how the new kind of life insurance can benefit your client.
PRODUCT TABLE-Term & UL
Print in color and laminate back to back with Term Life Worksheet, use with dry erase marker while in home to eliminate carriers client will not qualify for so you can focus on companies that will work for client.
PRODUCT TABLE - Whole Life
Print and laminate back to back with Whole Life Worksheet, use with dry erase marker while in home to eliminate carriers client will not qualify for so you can focus on companies that will work for client.
NOW THAT YOU HAVE PRINTED OUT ALL THE RESOURCES AND TOOLS YOU NEED, HERE IS HOW TO PUT IT ALL TOGETHER FOR YOUR TOOL BOX FOR YOUR CAR
IN HOME PRESENTATION
5 STEPS TO COVER
IN THE HOME
HOW TO GET READY FOR AN APPOINTMENT AND 5 IMPORTANT POINT TO COVER IN THE HOUSE