5. Confirming Other Coverage [Script]

Question 1

1. Have Other Coverage?

Answer 1

Now NAME, would this program be the first money BENEFICARY would see when you pass, or do you already have something else in place, like life insurance or a pre-paid burial plan? (feed it back to them)

Question 2

2. Reason Why?

Answer 2

What originally made you get that plan and how long ago was that?

Question 3

3. How Much?

Answer 3

How much is it per month and how much coverage is it for?

Question 4

4. What Company

Answer 4

You remember what company it’s with?

Question 5

5. Add On or More Affordable?

Answer 5

Ok, and are you looking to add on to what you currently have? Or are you trying to find something a bit more affordable?

Question 6

6. Why Add On?

Answer 6

(Adding on) And kind of fill me in NAME, why do you feel you don’t have enough coverage? (feed it back to them)

Question 7

7. Why More Affordable?

Answer 7

(Affordable) And do you feel you’re overpaying for what you currently have? Or is it a little too much, living on a fixed income? (feed it back to them)