2b. Fact Finding: Dependent [Script] Flashcards
Why do you say…
Did they give up control?
Why do you say that?
Do you live with your daughter?
The reason I ask is, some of my clients, don’t get their social security money anymore - because they gave up control, when they went to go live with a child.
Is that what happened here?
Do you live…
Do they live in government housing?
Do you live in Medicaid or government housing?
Now, [client] these…
Can they afford this?
Now, [client] these are average plans, that cost about $40 to $100 bucks a month.
Let me ask you, about how much income would you say you make per month?
And do you pay rent?
Now would [beneficiary]…
Will beneficiary let them?
Now would [beneficiary] trust you to make a decision for $40 to $100 bucks a month?
Well, most of my…
Qualify first
Well, most of my clients just get these programs, but some also want to talk to someone else about it, but they usually have me help them first, to see if they can qualify for a plan.
And if I’m able…
Get everything in black and white
And if I’m able to help you get qualified, the company will just send the paperwork in the mail.
And THEN you can go over it with her/him, because, [beneficiary] will probably want to see everything in black and white to look over, am I right?
And the thing…
Besides beneficiary is busy
And the thing is too, [beneficiary] is probably a busy person, am I right?
Exactly, the last…
Do the legwork first
Exactly, the last thing she wants to think about is “what’s gonna happen when my mom/dad dies, how am I gonna come up with the money.”
So you know what [client], what you’d be doing here today, all you would be doing, is doing the footwork for her, to see if there’s something you qualify for.
And then look…
Let’s qualify today
And then look, if there’s something that you think looks great, and it really helps [beneficiary], and it does everything you want it to - then I can help you to see if you qualify for it.
Does that sound fair?
