7. Confirming the Decision Maker [Script]

Question 1

1. Does Beneficiary Know?

Answer 1

Does BENEFICIARY know that you’re doing this for him/her?

Question 2

2. Is Beneficiary There?

Answer 2

Is s/he there with you right now, do we need to get him/her on the phone, or is this a decision you can make on your own?

Question 3

3. Assume the Sale

Answer 3

Well I’m sure s/he will be proud of your decision today, if I can get you accepted into a plan.