14. Presenting the Company [Script] Flashcards
1. Checking Account Verification
Now, some companies offer discounts based on how you manage your finances.
I don’t need any specific information right now, but do you have an active checking or savings account?
2. Debit or Direct Express
Do you use a prepaid debit card, like Direct Express?
3. Introduce Company
Ok, Great! Well, based on everything you just said to me, it shows here you should be eligible for a First Day/Graded rating with a company called COMPANY, which is the most affordable option out of # in STATE, for your age and health. Have you heard of them before?
4. Company Info
They’ve also been in the business since YEAR, just a really well-known and established company, who is RATING with the state, which means they pay their claims on time - which makes things easier for BENEFICIARY.
5. Graded Coverage
Also NAME, they’re the most affordable option in STATE when it comes to covering folks who have CONDITION(S) - the plan pays out 100% if it’s caused by an accident in the first two years, and 200% after year two.
If you pass away from a non-accident after hte first two years, the plan will only pay out 100% - but I’m not trying to tell you to go out and get hit by a bus, ok? (laught)
6. Write Down Name & Rating
So go ahead NAME, and write down the company, COMPANY - and put down RATING.