6. Presenting the Benefits [14 Steps] Flashcards

1
Q
  1. Payment discount
  2. Debit or Direct Express
  3. (Optional) Hand-off
  4. Claim benefit
  5. Free bonuses
  6. Who I am?
  7. Independent broker
  8. BBB
  9. Reputation and reviews
  10. Insurance company history
  11. Three plan guarantees
  12. Tax-free benefit
  13. Terminal Illness benefit
  14. Cash Value
  15. Confirm they like the plan
  16. Confirm they’re the decision maker
A

What are the 16 steps to Presenting the Benefits?

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2
Q

What is step 1 to Presenting the Benefits

A

Payment discount

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3
Q

Payment ______

A

Discount

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4
Q

What is step 2 to Presenting the Benefits?

A

Debit or Direct Express

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5
Q

Debit or _________

A

Direct Express

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6
Q

What is step 3 to Presenting the Benefits?

A

Optional Hand-off

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7
Q

_____ Hand-off

A

Optional

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8
Q

What is step 4 to Presenting the Benefits?

A

Free bonuses

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9
Q

Free ____

A

Bonuses

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10
Q

What is step 5 to Presenting the Benefits?

A

Who I am?

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11
Q

Who _____?

A

I am

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12
Q

What is step 6 to Presenting the Benefits?

A

Independent broker

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13
Q

Independent _____

A

Broker

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14
Q

What is step 7 to Presenting the Benefits

A

Reputation and reviews

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15
Q

_____ and reviews

A

Reputation

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16
Q

What is step 8 to Presenting the Benefits?

A

Insurance company history

17
Q

Insurance ______ history

A

Company

18
Q

What is step 9 to Presenting the Benefits?

A

Three plan guarantees

19
Q

Three plan ____

A

Guarantees

20
Q

What is step 10 to Presenting the Benefits?

A

Tax-free benefit

21
Q

Tax-free _____

A

Benefit

22
Q

What is step 11 to Presenting the Benefits?

A

Terminal Illness benefit

23
Q

_______ benefit

A

Terminal Illness

24
Q

What is step 12 to Presenting the Benefits?

A

Cash value

25
Q

Cash _____

A

Value

26
Q

What is step 13 to Presenting the Benefits?

A

Confirm they like the plan

27
Q

_____ they like the plan

A

Confirm

28
Q

What is step 14 to Presenting the Benefits?

A

Confirm they’re the decision maker

29
Q

Confirm they’re the ______

A

Decision maker

30
Q

What are the 14 steps to Presenting the Benefits?

A
  1. Payment verification
  2. Introduce company
  3. Claim benefit
  4. Free bonuses
  5. Who I am?
  6. Independent broker
  7. Reputation and reviews
  8. Insurance company history
  9. Three plan guarantees
  10. Tax-free benefit
  11. Terminal Illness benefit
  12. Cash Value
  13. Confirm they like the plan
  14. Confirm they’re the decision maker
31
Q

What is step 4 in Presenting the Benefits?

A

Claim benefits

32
Q

What is step 4 in Presenting the Benefits?

A

Claim benefits

32
Q

______ benefits

A

Claim

33
Q

What is step 4 in Presenting the Benefits?

A

Claim benefits

33
Q

______ benefits

A

Claim