6. Presenting the Benefits [Script] Flashcards
Now, some of our…
Payment verification
Now, some of our carriers 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?
Do you use…
Debit or Direct Express
Do you use a prepaid debit card, like Direct Express?
Thank you for sharing all…
Hand-Off
Thank you for sharing all of this with me. Now, what I’m going to do is get our Senior Benefits Coordinator on the line with us to make sure we are getting you qualified for all of the discounts and benefits you’re eligible for.
I really want to give you the special treatment, and s/he is really good. Let me page over to her/him. So what do you have planned for the rest of your day?
OK, Great! Well, based on…
Introduce company
Ok, Great! Well, based on everything you just said to me, I got a plan that’s a perfect fit for you with company].
And what you’re basically telling me here is that you want to make sure this is taken care of for your family, and you feel like this is something worth looking into, right?
Well, that makes…
Claim benefit
Well, that makes sense. And just so you know, all of our programs pay out within 48 hours after your passing, so your family doesn’t have to wait weeks to get the claim paid.
And, anyone who gets…
Free bonuses
And, anyone who gets a program before the end of [CURRENT MONTH] gets a free living will and a final wishes guide. This allows your voice and choices to be heard after you’ve passed on, ok? “
A little about us…
Who I am?
A little about us… our company, Buckeye Senior Benefits is over a decade old, but I’m a third generation insurance broker. My grand father, grandmother, uncle, father, mother and brother have been at one time in the family insurance business. We’be been serving seniors since the 70’s. Yep, unfortunately I didn’t have a choice, it’s in the blood.
And since we’re…
Independent Broker
And since we’re independent, at no cost to our clients we can shop all the companies in the state to get them the best price. We work for our clients, not any one specific insurance company.
We also make sure we find companies that are A-rated with good customer service and a proven record of paying out claims - so your family is taken care of the day the good Lord calls you home.
We also have…
BBB
We also have an A+ rating with the Better Business Bureau. And that type of a reputation is important to you, right?
And if you go…
Reputation and reviews
And if you go on our website you can see plenty of pictures and video testimonials from our happy clients.
Now a little history…
Insurance company history
Now a little history on the insurance company that pre-approved you… [Carrier] has been helping people with low-cost state approved burial plans for over [number] years.
Most importantly, [Carrier] has an [letter] rating as well, so there is no company better experienced to protect your family, OK?
Client’s Name), with these…
Three plan guarantees
(Client’s Name), with these plans your rates will never go up, no matter what happens to your health or how long you have the plan.
Also, your benefits will never decrease, and these plans can never be cancelled by the company, it stays with you your whole life and that is what you want, isn’t it?
The best part about…
Tax-free benefit
The best part about this state approved plan [Clients Name] is that the money goes directly to your family tax-free!! Isn’t that great?
This plan also has…
Terminal Illness benefit
This plan also has what’s called ‘living benefits.’
Included in the plan is the Terminal Illness Benefit. If a doctor ever says you have 12 months or less to live, we will send you a check for up to your policy benefit amount, so you can take care of everything and make all the decisions yourself with your family with “cash in hand” while you are still living, which is a nice option to have.
This plan also…
Cash Value
This plan also builds cash value automatically, which can pay your future premiums if necessary. You can borrow from your policy’s cash value should you need to in the future. Does that make sense?
