14. Presenting the Company [Script] Flashcards

1
Q

1. Checking Account Verification

A

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?

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2
Q

2. Debit or Direct Express

A

Do you use a prepaid debit card, like Direct Express?

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3
Q

3. Introduce Company

A

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?

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4
Q

4. Company Info

A

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.

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5
Q

5. Graded Coverage

A

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)

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6
Q

6. Write Down Name & Rating

A

So go ahead NAME, and write down the company, COMPANY - and put down RATING.

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