8. Start Application [Script] Flashcards
Closing Question
What’s the best address to send the policy to?
Banking Info
Now NAME, most of my clients wanted to start their policy back in the day when rates were cheaper, and they were younger, but the earliest I can start yours is today.
* Do you do your banking at a bank or local credit union?
* And is this a checking or savings account?
Go ahead and get your checking info and let me know when you’re ready.
* Go ahead with the 9 digit routing number first.
* That’s with INSTITUTION, right?
Confirm Monthly Budget
And NAME, you’re gonna have this PREMIUM everyday on the DATE? Right?
Can’t Pay Today
So why don’t we do this NAME. Let’s set the first payment for next month, when you get your monthly benefit from Uncle Sam – do you get paid on the first, third, or third Wednesday?
Social Info
And your social?
Hey look, I get it, but they have to match up the death certificate with the social on the policy or else it won’t pay out to BENEFICIARY – which this whole program is for.
Go ahead with the first 3 numbers…
Building Commitment
Alright NAME, before I click submit on this application, you need to promise me that every single month, this money is gonna be there, because I don’t want to sell you a policy if it’s not going to be there when your family needs it.
Prevent Client Jacking
And if someone calls you saying they can get you a cheaper policy, you tell them to give me a call because I’m looking at all the companies taking into consideration your health, this is the best plan – which means they’re either lying to you or lying on the application. I’ve seen people who lied on the application and their policy didn’t get paid out when their family needed it the most, so always check with me first before you go looking for something cheaper. Ok?
What’s the best address to send the policy to?
Closing Question
Now NAME, most of my clients wanted to start their policy back in the day when rates were cheaper, and they were younger, but the earliest I can start yours is today.
* Do you do your banking at a bank or local credit union?
* And is this a checking or savings account?
Go ahead and get your checking info and let me know when you’re ready.
* Go ahead with the 9 digit routing number first.
* That’s with INSTITUTION, right?
Banking Info
And NAME, you’re gonna have this PREMIUM everyday on the DATE? Right?
Confirm Monthly Budget
So why don’t we do this NAME. Let’s set the first payment for next month, when you get your monthly benefit from Uncle Sam – do you get paid on the first, third, or third Wednesday?
Can’t Pay Today
And your social?
Hey look, I get it, but they have to match up the death certificate with the social on the policy or else it won’t pay out to BENEFICIARY – which this whole program is for.
Go ahead with the first 3 numbers…
Social Info
Alright NAME, before I click submit on this application, you need to promise me that every single month, this money is gonna be there, because I don’t want to sell you a policy if it’s not going to be there when your family needs it.
Building Commitment
And if someone calls you saying they can get you a cheaper policy, you tell them to give me a call because I’m looking at all the companies taking into consideration your health, this is the best plan – which means they’re either lying to you or lying on the application. I’ve seen people who lied on the application and their policy didn’t get paid out when their family needed it the most, so always check with me first before you go looking for something cheaper. Ok?
Prevent Client Jacking
