I came up with this yesterday for a way to get into homes while out door knocking. I thought I would share for some of the newbies at least. You can tailor any way you would like.
Financial Planning Survey
Hi, my name is (agent). I am an Independent Life & Health Insurance Agent. My purpose for coming by today is because I am personally conducting a survey to evaluate the needs, interests, and opinions about financial planning as it relates to Life Insurance. All I need is about 2 minutes of your time to ask a few questions, and in return for your time I will give this FREE PRESCRIPTION DISCOUNT CARD, Final Wishes Booklet, Etc.
Name_________________________Size Of Family______________ Marital Status______________
Would you mind if Icontacted you in a few days to evaluate your current policies and/or offer some freequotes?________________________________________________________________________
Address______________________________________Age__________________________________
Tobacco_________________________Current Health Conditions_____________________________
Telephone number___________________________email:___________________________________
- - - - - - - - - - - - - - - - - -
This may also work for those that cold call on the phone as well. I dont do much of that anymore. I
Financial Planning Survey
Hi, my name is (agent). I am an Independent Life & Health Insurance Agent. My purpose for coming by today is because I am personally conducting a survey to evaluate the needs, interests, and opinions about financial planning as it relates to Life Insurance. All I need is about 2 minutes of your time to ask a few questions, and in return for your time I will give this FREE PRESCRIPTION DISCOUNT CARD, Final Wishes Booklet, Etc.
Name_________________________Size Of Family______________ Marital Status______________
- How often do you think about Death and dying and the importance of planning for the future?________________________________________________________________________
- What do you feel is the purpose for Life Insurance?___________________________________
- Do you believe an individual can leave their family too much Life Insurance?______________
- What is your primary choice when purchasing Life Insurance? (Telephone, Office, Door To Door Agent)__________________________________________________________________
- How do you feel about door to door Insurance Agents?________________________________
- On a scale from 1-10 how would you rate your knowledge of Insurance Products?___________
- If the breadwinner of your home passed away what financial shape would your family be left in?__________________________________________________________________________
- Do you currently have Life Insurance?________If Yes Who is Your Provider?______________
- Do you have a Life Insurance Agent you see on a regular basis?__________________________
- When was the last time you reviewed your coverages with an Insurance Agent?_____________
- If the breadwinner of your home become terminally Ill would your Insurance Payments be paid to warrant that you don't lose coverage?_____________________________________________
- Is your current insurance policy a level benefit or decreasing benefit?_____________________
- Does your insurance premiums remain the same for your whole life or do your premiums increase after a certain age in life?_________________________________________________
- Do you feel like you pay too much for Life Insurance?_________________________________
- What do you feel would be a much more reasonable price for your Life Insurance?__________
Would you mind if Icontacted you in a few days to evaluate your current policies and/or offer some freequotes?________________________________________________________________________
Address______________________________________Age__________________________________
Tobacco_________________________Current Health Conditions_____________________________
Telephone number___________________________email:___________________________________
- - - - - - - - - - - - - - - - - -
This may also work for those that cold call on the phone as well. I dont do much of that anymore. I
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