cainsurancelady
New Member
- 3
Hi Gang...need some help.
With regard to California agents that sell Final Expense plans...When seeing clients in their homes (doesn't apply to telephone sales or if they come to meet you in an office, coffee shop, etc.), how do you handle the Senior Sales Presentation Disclosure Form that we are required to send to them within 24 hours of the meeting (Senate Bill 620)?
(Example: Got their info from a lead card that they filled out and mailed back).
If we talk to them and schedule a meeting for the next day, and have no prior relationship with them, how are we to get these forms to them in time (obviously email is an option, but it's not for a lot of seniors)? I know we could send email to their kids, etc. but let's say for this discussion we can't.
I know a lot of FE agents do "Drive by selling" meaning showing up at the house with the lead card, how are they doing this without the disclosure form?
Thanks gang, I know this topic was brought up a few years ago in the Senior Forum, but never really answered. Am hoping to get some real CA agent feed back by agents that are doing face to face sales/door knocking/lead cards.
With regard to California agents that sell Final Expense plans...When seeing clients in their homes (doesn't apply to telephone sales or if they come to meet you in an office, coffee shop, etc.), how do you handle the Senior Sales Presentation Disclosure Form that we are required to send to them within 24 hours of the meeting (Senate Bill 620)?
(Example: Got their info from a lead card that they filled out and mailed back).
If we talk to them and schedule a meeting for the next day, and have no prior relationship with them, how are we to get these forms to them in time (obviously email is an option, but it's not for a lot of seniors)? I know we could send email to their kids, etc. but let's say for this discussion we can't.
I know a lot of FE agents do "Drive by selling" meaning showing up at the house with the lead card, how are they doing this without the disclosure form?
Thanks gang, I know this topic was brought up a few years ago in the Senior Forum, but never really answered. Am hoping to get some real CA agent feed back by agents that are doing face to face sales/door knocking/lead cards.