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release presentation

step 1 opening
step 2 set the table
step 3 financial inventory
step 4 underwriting
step 5 options
step 6 closing questions
step 7 application
step 8 seal the deal
what is final expense insurance to help pay for funeral and burial expenses
final expense is typically whole life policy
what is mortgage protection life insurance to help pay off a house, pay a portion of the house, or pay when you disabled
I don't remember filing it out- ignoring not a problem. you put your age has 65 and...
i don't remember filling it out- minimize that's okay blank. I don't remember what i ate for breakfast this morning. it was the one you put your age as 65 is that correct?
u don't remember filling it out- AAA most of our clients don't remember filling it out because it's been a while. it's the one that helps pay for funeral and burial expenses when you pass away. blank if something were to happen to you, who would be the one that picks up the pieces?
minimize- I'm not interested anymore not a problem. I have your form with information and its my job to get back to you on that
AAA- I'm not interest anymore perfect, most of our clients who are no longer interested think they couldn't qualify or couldn't afford it, which one are you
AAA- I'm not interested anymore (2) perfect blank i totally understand your not interest, who were you trying to protect in case of event or death
AAA- i already got it taken care of perfect! that makes my job easier since you already undestand the process. I just wanted to get the new 2026 state regulated discount insurance rates out to you, we have you age as 65
AAA- I already got it taken care of (2) perfect! most of our clients filled out multiple forms trying to get the best rates possible how many companies did your agent show you?
Created by: Lupe12
 

 



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