Best Way and Company for Money Order Client.
- Thread starter case1
- Start date
- 5,260
Settlers Direct or Security National will take monthly direct.
My recommendation is that, in order to qualify them, you need to get the money TODAY... TODAY (key word).
If they can't... most likely they are a waste of time.
Additionally, I would ask for a quarterly pay first.
My recommendation is that, in order to qualify them, you need to get the money TODAY... TODAY (key word).
If they can't... most likely they are a waste of time.
Additionally, I would ask for a quarterly pay first.
- Thread starter
- #3
I just hope that you can make quarterly payment, she's 76 and probably on a fixed income.
- 5,243
If she's getting gubment money she has an acct, whether it is bank or DE card.
- 15,041
All the more reason to get it. It isn't the agent's fault she is 76, without insurance, and can't or won't do automatic draft.
I'm all for helping people, but you can only do so much for them. At least with a quarterly payment she is covered for 3 months.
Almost all companies will accept quarterly but if she can't make a quarterly payment, Settlers and SNL will take monthly direct payment and you need to collect only one month with application.
Settlers, SNL, SLAICO all do direct monthly
- 189
I would take pay in full or no deal with me. Two choices. Pay in full or eft.
I don't know if it is a SLAICO thing or what, I have about 18-20 policies on Direct Monthly the past 2 years and never had a lapse in the first year with them.
Though I only prospect 20k+ incomes and do not run into too many of JD's people....
- 6,994
So i actually have my first money order for Settlers. From a guy at church.
He gave me the cash to get the money order. I feel like a newb , but I really don't know what to do now. I went and got it today.
Do I just fill it in and sign it myself? Then mail it in to Settlers?
He gave me the cash to get the money order. I feel like a newb , but I really don't know what to do now. I went and got it today.
Do I just fill it in and sign it myself? Then mail it in to Settlers?
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