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QuestionAnswer
identity Theft Protection: Confirm the Best Value Best Value Alert What are you paying monthly, and who does it cover? We offer IDTheftDefenseSM through PPLSI with protection and restoration. Would you be open to saving money or getting more coverage?
No ID Theft Is when someone uses your personal info like your Social Security number to make major purchases, and it can be difficult to fix. We offer IDTheftDefenseSM through PPLSI, which provides 24/7 credit monitoring and full restoration services.
No Will Many people think it’s expensive, but it’s often more affordable than expected. Primerica’s Legal Protection Program through PPLSI can help you get one done. Is that something you’d be interested in?
Smart Home Security System - Confirm the Best Value- How long have you had it, and what do you like most about it? If you could upgrade to newer technology at a competitive price, would you be open to that?
No Smart Security That came up because you mentioned interest in a smart home system and possibly saving on your homeowner’s insurance. When would be a good time to schedule a quick call with Vivint for a free quote?
Debt Elimination Plan We have a tool that shows your payoff timeline and how much interest you could save. Imagine what you could invest each month if you were debt-free. Is that something you’d be interested in?
Term Life Insurance: Confirm the Best Value It allows you to get a large amount of affordable coverage, but the cheapest option isn’t always the best value. If you could get better benefits or more value for what you’re paying, that would make sense, right?
Group Life Risk Most people don’t realize it can be reduced, tied to your employment, or lost if you leave your job. Wouldn’t it make sense to have your own coverage that stays with you no matter what?
Beneficiary Update Would you agree it’s important to keep your beneficiaries up to date? If your will changes but your beneficiaries don’t, the wrong person could receive the money. This is just a quick reminder to review and update them if needed
Information For More Investment Options You mentioned being interested in investment options, and there are a few areas that would require a licensed representative. You probably don’t want to miss those. When would be a good time for a quick call to go over them?
Increase Income What are some of your main goals, and how important are they to you on a scale of 1–10? Can your current income get you there, or would you need more? If so, how much extra per month and how many hours a week would you be willing to invest?
Created by: user-1828266
 

 



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