Presentation

Question 1

Presentation 2nd 10 “Our Agency”

Answer 1

[Client Name] Our insurance brokerage (Mystery Intrigue) Has been in business for over a decade (Certainty). We work with multiple insurance companies (Utter Sincerity) and have a broad and deep understanding of their insurance products. (Bottle Enthusiasm)

Question 2

Presentation Transitions

Answer 2

And Based on everything you just said to me, (Certainty) I got a plan that’s a perfect fit for you (Utter Sincerity). The company we recommend is called [Company Name] (Bottle Enthusiasm)

Question 3

Presentation 2nd 10 Trinity & Family Benefits

Answer 3

is a small company located in Oklahoma (Certainty). Worth over $640,000,000 (Utter Sincerity). So, you can rest assured they will have enough money to pay your claims (Reasonable Man)

Question 4

Presentation 2nd 10 Foresters

Answer 4

is a not-for-profit that started in 1874. It is over a hundred years old (Certainty) Foresters, and it has 12.8 billion in assets (Utter Sincerity). So, you can rest assured they have enough money to pay your claims. (Reasonable Man)

Question 5

Presentation 2nd 10 Corbridge

Answer 5

is a multi-national company (Certainty). Worth over $393 billion in assets (Utter Sincerity) So you can rest assured they have enough money to pay your claim (Reasonable Man)

Question 6

Presentation 1st 10 1st Paragraph

Answer 6

[Client’s Name], with these plans (Certainty), your rates will never go up, no matter what happens to your health or how long you have the plan (Utter Sincerity). Also, the company can never cancel these plans (I Care, I Feel Your Pain). If you stay current on your payment schedule (Reasonable Man), it will stay with you your whole life. Monthly payment Never goes up (I Care, I Feel Your Pain), and that is what you want (Pre-supposed/Obviously) right? (I care, I really want to know)

Question 7

Presentation 1st 10 2nd Paragraph

Answer 7

The best part about this state-approved plan (Utter Sincerity) [Client Name] (Certainty) is that the money goes directly to your family tax-free (Utter Sincerity). Isn’t that great? (I Care; I really want to know)

Question 8

Transition to Quote

Answer 8

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

Question 9

1st option

Answer 9

1. The first option (Mystery Intrigue) you qualify for is for [Amount] (I Care I Feel Your Pain), and that is only [PRICE] per month (Utter Sincerity). Did you get that? (I Care I Really Want To Know)

Question 10

2nd option

Answer 10

2. Ok, great. Let’s go over the second option (Reasonable Man), which is for [Amount], (I Care I Feel Your Pain), which is only [Price] per month. (Utter Sincerity) Did you get that? (I Care I Really Want To Know)

Question 11

3rd Option

Answer 11

3. And the third option you qualify for is [Amount] (Certainty), and that is only [Price] per month (Utter Sincerity). Did you get that? (Reasonable Man)

Question 12

4th Option

Answer 12

4. Awesome! (Certainty) And lastly, the MAXIMUM amount of coverage you qualify for today is [Max Coverage Amount] (Utter Sincerity), and that is only [Price] (Reasonable Man)

Question 13

Presentation 1st 10 Level Term

Answer 13

So, after I do the application, you should qualify for level 1st-day coverage. (Pre-Supposed) That means Absolutely zero wait time, no 2-year wait. (Certainty) From the date of your first payment, you are 100% fully covered for the whole amount. (I Care, I Feel Your Pain)

Question 14

Presentation 1st 10 GI / 2-year Explanation

Answer 14

So, after I do the application, you should qualify for one of our most popular plans. (Pre-Supposed) 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. (Certainty) On the final day of the two years, [the beneficiary] gets the full coverage amount if you die for any reason. God Forbid (I Care, I Feel Your Pain) It’s a blessing to have this kind of coverage when you have <Health> (Utter Sincerity)</Health>

Question 15

Presentation Trial Close

Answer 15

Now you don’t have to pay anything today (I Care, I feel your pain). Your 1st payment won’t come out until your due date (Certainty). We are only applying for approval today (Utter Sincerity). So, which amount would you like to submit for approval? (Reasonable Man) (“Wall of silence” until they speak. The first one to speak loses!)