Presentation Flashcards by Joe McCloskey

Presentation

3rd 10 “Our Agency”

Part 1 of 2

[Client Name] Our insurance brokerage. Has been in business for over a decade.

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3rd 10 “Our Agency”

Part 2 of 2

We work with multiple insurance companies and have a broad and deep understanding of their insurance products.

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Transitions to

1st 10 Product

part 1 of 2

And Based on everything you just said to me, I got a plan that’s a perfect fit for you.

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Transitions to

1st 10 Product

part 2 of 2

The company we recommend is called [Company Name]

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1st 10 Product

Trinity & Family Benefits

Part 1 of 3

is a small company located in Oklahoma.

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1st 10 Product

Trinity & Family Benefits

Part 2 of 3

Worth over $640,000,000.

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1st 10 Product

Trinity & Family Benefits

Part 3 of 3

So, you can rest assured they will have enough money to pay your claims.

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1st 10 Product

Foresters

Part 1 of 3

is a not-for-profit that started in 1874. It is over a hundred years old

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1st 10 Product

Foresters

Part 2 of 3

Foresters, and it has 12.8 billion in assets.

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1st 10 Product

Foresters

Part 3 of 3

So, you can rest assured they have enough money to pay your claims.

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1st 10 Product

Corbridge

Part 1 of 3

is a multi-national company.

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1st 10 Product

Corbridge

Part 2 of 3

Worth over $393 billion in assets.

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1st 10 Product

Corbridge

Part 3 of 3

So you can rest assured they have enough money to pay your claim

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(1st 10 Product)

1st Paragraph Summary

Part 1

[Client’s Name], with these plans, your rates will never go up, no matter what happens to your health or how long you have the plan.

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(1st 10 Product)

1st Paragraph Summary

Part 2

Also, the company can never cancel these plans.

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(1st 10 Product)

1st Paragraph Summary

Part 3

If you stay current on your payment schedule, it will stay with you your whole life.

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(1st 10 Product)

1st Paragraph Summary

Part 3

Monthly payment Never goes up and that is what you want right?

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(1st 10 Product)

2nd Paragraph - Best Part

The best part about this state-approved plan [Client Name] is that the money goes directly to your family tax-free. Isn’t that great?

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Transition to Quote

“Okay, great! Now grab a pen and a piece of paper so I can go over the options that are available for you ($100+ / $80 / $60 range. And MAX Coverage)

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1st Quote Option

The first option you qualify for is for [Amount], and that is only [PRICE] per month. Did you get that?

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2nd Quote Option

Ok, great. Let’s go over the second option, which is for [Amount], which is only [Price] per month. Did you get that?

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3rd Quote Option

And the third option you qualify for is [Amount], and that is only [Price] per month. Did you get that?

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4th Quote Option

Awesome! And lastly, the MAXIMUM amount of coverage you qualify for today is [Max Coverage Amount], and that is only [Price]

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1st 10 Product

Level Term

Part 1 of 3

So, after I do the application, you should qualify for level 1st-day coverage.

Presentation 1st 10 Product Level Term Part 2 of 3

That means Absolutely zero wait time, no 2-year wait.

Presentation 1st 10 Product Level Term Part 3 of 3

From the date of your first payment, you are 100% fully covered for the whole amount.

Presentation 1st 10 Product GI / 2-year Explanation Part 1 of 4

So, after I do the application, you should qualify for one of our most popular plans.

Presentation 1st 10 Product GI / 2-year Explanation Part 2 of 4

If you die in the first two years, your family gets ALL your money back Plus 10%, so it’s like the best savings account you ever had.

Presentation 1st 10 Product GI / 2-year Explanation Part 3 of 4

On the final day of the two years, [the beneficiary] gets the full coverage amount if you die for any reason.

Presentation 1st 10 Product GI / 2-year Explanation Part 4 of 4

God Forbid It's a blessing to have this kind of coverage when you have

Presentation Close Part 1 of 3

Now you don’t have to pay anything today. Your 1st payment won’t come out until your due date.

Presentation Close Part 2 of 3

We are only applying for approval today.

Presentation Close Part 3 of 3

So, which amount would you like to submit for approval?