Policy & Benefits Explained

Question 1

Explain Our Policies

Answer 1

We focus on making this affordable. So this is a whole life Policy. That means the policy is locked in for life. The premium never changes, the face amount never changes, and you can never be cancelled by Senior Life as long as you pay your premiums. We do no medical exam, just a few health questions. We go up to $30,000 and our policies build cash value. Lastly if you die from an accident your family will receive double the face value of your policy. (Give them their 3 options)

Question 2

After you slide them their 3 options

Answer 2

While you review what option is best for you let me get a little more information to make sure you qualify.

Question 3

Transition reflex questions

Answer 3

1. What is your middle initial?
2. We will mail everything to this address, correct?
   (Fill out entire application and any remaining health questions)

Question 4

When they qualify

Answer 4

Congratulations, you do qualify today. So of those 3 options I gave to you, what one would you like to leave to _______ (beneficiary)?

Question 5

Finishing Touches

Answer 5

• Signatures
• Go over app with client to make sure everything is accurate
• Write information on policy they chose on the back of a business card and give to them
• Ask for the check for premium

Question 6

Get Referrals

Answer 6

$25 per referral up to $100 off the Legacy merchandise.