Powerful Clozing Questions Flashcards

1
Q

401(k) Question

A

Other than your current 401(k), what do you have in place that will guarantee you a lifetime income? What is your income generating asset?

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2
Q

Bonuses Question

A

If I could get you a bonus to make up for the losses you just had, wouldn’t that be worth meeting with me?

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3
Q

MCP Question

A

Do you have market correction protection on your account? No? Then we need to meet.

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4
Q

Rent vs Own gains Question

A

Would you rather rent your gains or own them? Right now, you rent your gains because they have to be given back.

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5
Q

Pensions Payout Question

A

Do you have a fixed, increasing, or decreasing pension payout upon retirement? Let’s call and check… If you find out that you have a decreasing payout, wouldn’t it make sense to upgrade to a plan that has an increasing payout?

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6
Q

Do the Math Question

A

At age 77, would you rather be planning your next vacation or filling out your next resume?

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7
Q

Survive Market Question

A

Can your retirement account survive another market crash like what’s going on right now?

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8
Q

Protect Retirement Assets Question

A

What do you have in place for protection on your retirement assets?

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9
Q

I HAVE A Financial Advisor: Question

A

Great! Which kind do you have? (Example) You wouldn’t go to the dentist and ask about COVID-19 Symptoms, right? Same here. We all have the same “titles” but different specialties. Some advisors and financial professionals are great at investing money while my specialty is in securing it. Who do you have on your financial team that is working to secure it?

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10
Q

Too Good to be True Question

A

I know what you’re thinking: This is too good to be true. No, it’s too good to be free. Right now, you’re paying your advisor between 1-5% to lose 10-15% per day. How about we direct that 1% into our plan that GUARANTEES you a ROR and lifetime income? Do you want to pay fees to lose your money or put guarantees on it?

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11
Q

Lock in Value Question

A

Knowing that we are in one of the fastest growing stock market declines in history, wouldn’t you agree that this is the best time to lock in your value?

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12
Q

Contribution vs Distribution plans question

A

I see here that you have a 401(k)/ IRA, which are your contribution plans. Just curious, what are your distribution plans?

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13
Q

Gamble vs. Secure your income stream question

A

With something as important as your retirement, wouldn’t it make sense to know how much in Guaranteed Income Stream you will have at retirement instead of gambling with it? You can gamble with your retirement, or you can guarantee it. The choice is yours.

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14
Q

Recapture Losses Question.

A

Hey, do you remember how you told me that you would think about it? That as a pretty expensive decision, wasn’t it? Here is the good news-we can stop the bleeding and recapture some of your losses. If I can show you how to get guarantees without sacrificing growth potential, is there any logical reason you wouldn’t want to find out how you can qualify?

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