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Final Expense Sales Script
- Thread starter jginsurance
- Start date
- 16,880
Bump.
I had an email from a forum member looking for my old post about FE presentations. I think this is the thread he was looking for. I still use a interview and discovery questions rather than a presentation.
I had an email from a forum member looking for my old post about FE presentations. I think this is the thread he was looking for. I still use a interview and discovery questions rather than a presentation.
Perfect!! I too do the same in every house. Before I ask about the card I will push a few emotional buttons..."Most of the people I see are between 40 and 85 years old and if we have gone through filling out this card (I have a their copy with me) we're looking to make sure we have something solid in place or add to what we have so when the time comes our families won't be burdened with the cost of our final expenses." Then its fact finding time further driving the need home.
In my years of selling, I always found that if I sell a product or service long enough, my presentation falls in a groove and I tend to repeat it each time. As a result, I like to script my presentation, and while I keep it flexible, I still follow the same sequence of questions, and try to phrase certain parts of the presentation so they will have the most impact.
El Capitan
Expert
- 76
Thanks for posting the video.
A great idea to bring a copy of your insurance license to the appt AND to write down the phone number to the Dept of Insurance along w/your license number to give to the prospect - a good trust builder!
The part about bringing a hard briefcase to WHACK any dogs that might come your way while you're out was hilarious though.
A good training video and I am sure the part about the briefcase is just coming from someone who has knocked on a few doors and knows to beware!
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- 2,455
I have had this said to me before about both the bank account and "joint" account. What would be the "whole other set of problems" with having joint accounts? Please elaborate on what you would say here to the client/prospect. Which problems could arise because of this "joint account/s"?
- 16,880
When you have joint accounts either person can wipe out the entire account. The kid MAY spend the money.
If there is a divorce or lawsuit, the money is counted as their asset.
If one of them pays child support or has kids qualifying for college or any other asset based things it can cause problems.
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Mrs Smith, what if there was a PERFECT bank account that had YOU as the sole account owner your entire life and passed that control to you daughter Debbie on the day of your death right when she needs it? What if this bank account payed a much better rate of interest than your current one...almost doubling the amount of your deposit as a death benefit for Debbie?
What if this perfect account even offered additional protections from nursing homes and Medicaid?
Would that interest you?
There is no bank account like that but there is something much better. It's called Settlers Life Single Premium Gold Plan with the Estate Planning Trust.
When people bring up bank accounts for final expenses, this is your tool that will sell them.
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- 707
That makes sense!! Good info. Thank you!
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What does?
Also Jody, do you use "interview and discovery" or "presentation"? What style does your website teach or lean towards?
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You can setup up any bank acct on a POD
They dont tell you this when you open up the account-
They dont tell you this when you open up the account-
