Use LEFT and RIGHT arrow keys to navigate between flashcards;
Use UP and DOWN arrow keys to flip the card;
H to show hint;
A reads text to speech;
24 Cards in this Set
- Front
- Back
|
TRANSITION TO NEEDS FOR LIFE INSURANCE |
Each member who sends back a card is seen separately because each member has a different need and a different want. Whats right for you may not be right for the member I just saw, or the member that I will see after you. This video will explain in simple words the need for these benefits. Now that you have more knowledge about the different types of insurance Ill go ahead and ask you a few questions to see exactly what you qualify for and we will go on from there. |
|
|
NEEDS ANALYSIS SURVEY |
What the needs analysis is doing is designing a program that will protect your family based on 5% of your take home pay. By using $5 out of every $100 that you take home to protect your family, will that change your lifestyle in anyway shape or form? Exactly! So that is my commitment to you! To stay within 5% of your take home pay |
|
|
READ OFF LETTER |
Before we continue it is important that I review your mandatory read off letter. It basically says that after i show you the benefits, explain to you how they work, and answer all of your questions you give me a simple yes or no. If these benefits make sense, as youll see they will, go ahead and take advantage of them today. Either way here is your group report form. Ill have you complete this form to be returned to your group so they'll get your feedback about these benefits. |
|
|
FINAL EXPENSE PROTECTION INTRO |
This first video will explain how the program will provide and immediate sum of money to take care of final expenses. |
|
|
FINAL EXPENSE PROTECTION RECAP |
The video state that the current average cost of final expenses is 15K however, because of inflation the recommended amount is 30K. Now as you can see, you dont have any protection here so you will need 30K and that is the amount we are providing you with. |
|
|
FINAL EXPENSE PROTECTION TIE DOWN |
Does this make sense so far? Why does this benefit make sense to you? |
|
|
INCOME PROTECTION INTRO |
If you were going to die during your prime working years what would your family do without your income? Now this video will explain how we can replace your income. Q |
|
|
INCOME PROTECTION RECAP |
review the recommended coverage, the existing coverage, the need and proposed amount. |
|
|
INCOME PROTECTION TIE DOWN |
Does this make sense? Why does this benefit make sense to you? |
|
|
MORTGAGE PROTECTION INTRO |
The next video will explain how we can help protect your mortgage . |
|
|
MORTGAGE PROTECTION RECAP |
review the recommended coverage, the existing coverage, the need and proposed amount. |
|
|
MORTGAGE PROTECTION RECAP |
Does this make sense? Why does this benefit make sense to you? |
|
|
COLLEGE EDUCATION INTRO |
The next video will show you how we can protect your children's education. |
|
|
COLLEGE EDUCATION RECAP |
review the recommended coverage, the existing coverage, the need and proposed amount. |
|
|
COLLEGE EDUCATION TIE DOWN |
Does this make sense? Why does this benefit make sense to you? |
|
|
INTRO TO THE LEAD TYPE VIDEO |
The members who respond to the mail out from the group are entitled to receive additional benefits, if they qualify for it. My job is simple: it is to provide you with the information of the no cost benefits that you are entitled to and at the same time show you the additional benefits you may qualify for. I'll play a short video for you that will explain the relationship between my company and your group and will explain why they chose to work with my company. Video Does this make sense |
|
|
INTRO TO THE AIL CULTURE AND RECRUITING VIDEO |
Now that you have a little more information on why your organization chose to work with my company, i am going to play a quick video that better explains my company's culture and why i am here. PLAY VIDEO As you can see we are a company that believes that if we are going to work in a community , we need to be consistently giving back to that community. One of the ways we accomplish this is by offering opportunities to anyone looking for a new career , a career change, or first time employment. COLLECT FOOD |
|
|
NO COST BENEFITS AND REFERRAL COLLECTION AD&D |
AD&D- The first benefit is your no cost AD&D benefit. This benefit has been provided to your by your group as a way of thanking you for being a member in good standing. PLAY VIDEO |
|
|
CHILD SAFE KIT |
The next benefit is the child safe kit which is designed to help protect our children. I'lll let the video explain better. PLAY VIDEO |
|
|
MEDFACTS KIT AND MEMORIAL GUIDE |
Now the next video explains both the medfacts kit and memorial guide. These are two vitally important documents where you can record and store all of your medical information should there be a medical emergency, as well as all of your preferences and information for your final wishes. |
|
|
Referral Collection |
As you can see , we are trying to extend these benefits to any of your family members and friends . Who are you going to sponsor first? Whos Next? |
|
|
PREPPING CLIENTS FOR A CALL OR TEXT TO REFERRALS |
Client, all those people you sponsored will get some of the no cost benefits and also have access to additional benefits. Please help your family and friends out and let them know that ill be in contact with them ok! So I'll need your help to let them know about this. I'm going to forward you a text to send to them . Its a lot easier than trying to call everyone once i leave. It is important they know we are going to give them a call to make an appointment and deliver the benefits, just like we are doing with you. |
|
|
FINAL REVIEW |
So Jim and Mary, to recap we have your final expenses taken care of, your income protected, your mortgage is taken care of, and your children's college education is assured as well. If it all makes sense, starting as of today you've taken an important step to be properly covered. Now Jim does your coverage make sense to you? Do you see the need for your coverage? Do you understand everything about your coverage? Do you have any questions about your coverage, because I am here now so I can answer any questions that you may have about your coverage? |
|
|
FINAL REVIEW 2 |
So Jim I have one more question for you. There are 2 options for you. Option A is your final expense, which is based on the rate of inflation and everything is as i explained to you. Option B is your final expense with partial inflation and everything else remains the same. So we have option a and option b, which option are you guys going with today? Good choice! I need your drivers license, doctors name, address and phone number, any medication that you take and bring your checkbook. |
