7. Qualifying the Budget [Script]

Question 1

Okay, great! Now…

Grab that pen again

Answer 1

Okay, great! Now grab a pen and a piece of paper so I can go over the options that you qualify for.

Question 2

So the company…

First day max coverage

Answer 2

So the company we matched you up with, (COMPANY), has a max program coverage amount of 35k for first day coverage - which means if you pay one payment and go out and get hit by a pickup truck or get cancer, your family will get the full benefit right away, despite the number of payments you made.

Question 3

So the company…

Graded max coverage

Answer 3

So the company we matched you up with, (COMPANY), has a max program coverage amount of 35k for graded/modified coverage - which means unless you’re hit by a truck coming home from the grocery store or some other accident, you’ll need to keep the policy for at least 2 years for your family to get the full benefit.

Question 4

For a X benefit…

Negotiate amount

Answer 4

For a X benefit it’ll only be Y dollars a month.

(if no) Ok, then we’re looking at the X benefit plan fand that’ll only be Y dollars a month. Does that work for you?

Question 5

The first option…

Alternative - Three option quote

Answer 5

The first option you qualify for is for X benefit amount, which is only Y per month, did you get that?

Ok great, lets go over the second option which is is for X benefit amount, that’s only Y per month, did you get that?

And the third option you qualify for is for X benefit amount, which is only Y per month, did you get that?

Question 6

Which of these…

Alternative - Three option close

Answer 6

Which of these options do you want (beneficiary) to receive when the good Lord callls you home?