5. Present Benefits [14 Steps] Flashcards
- Payment discount
- Debit or Direct Express
- (Optional) Hand-off
- Claim benefit
- Free bonuses
- Who I am?
- Independent broker
- BBB
- Reputation and reviews
- Insurance company history
- Three plan guarantees
- Tax-free benefit
- Terminal Illness benefit
- Cash Value
- Confirm they like the plan
- Confirm they’re the decision maker
What are the 16 steps to Presenting the Benefits?
What is step 1 to Presenting the Benefits
Payment discount
Payment ______
Discount
What is step 2 to Presenting the Benefits?
Debit or Direct Express
Debit or _________
Direct Express
What is step 3 to Presenting the Benefits?
Optional Hand-off
_____ Hand-off
Optional
What is step 4 to Presenting the Benefits?
Free bonuses
Free ____
Bonuses
What is step 5 to Presenting the Benefits?
Who I am?
Who _____?
I am
What is step 6 to Presenting the Benefits?
Independent broker
Independent _____
Broker
What is step 7 to Presenting the Benefits
Reputation and reviews
_____ and reviews
Reputation
What is step 8 to Presenting the Benefits?
Insurance company history
Insurance ______ history
Company
What is step 9 to Presenting the Benefits?
Three plan guarantees
Three plan ____
Guarantees
What is step 10 to Presenting the Benefits?
Tax-free benefit
Tax-free _____
Benefit
What is step 11 to Presenting the Benefits?
Terminal Illness benefit
_______ benefit
Terminal Illness
What is step 12 to Presenting the Benefits?
Cash value
Cash _____
Value
What is step 13 to Presenting the Benefits?
Confirm they like the plan
_____ they like the plan
Confirm
What is step 14 to Presenting the Benefits?
Confirm they’re the decision maker
Confirm they’re the ______
Decision maker
What are the 14 steps to Presenting the Benefits?
- Payment verification
- Introduce company
- Claim benefit
- Free bonuses
- Who I am?
- Independent broker
- Reputation and reviews
- Insurance company history
- Three plan guarantees
- Tax-free benefit
- Terminal Illness benefit
- Cash Value
- Confirm they like the plan
- Confirm they’re the decision maker
What is step 4 in Presenting the Benefits?
Claim benefits
What is step 4 in Presenting the Benefits?
Claim benefits
______ benefits
Claim
What is step 4 in Presenting the Benefits?
Claim benefits
______ benefits
Claim