Final Expense
What should you include in your intro?
~DD~
"Good Morning, how are you this morning" Conversation
Whats the key phrase?
"possibly at no cost"
How old do I have to be?
OPEN ENROLLMENT!
What automatically disqualifies a person for this?
~DD~
any govt funded program (medicare, medicaid)
How long has this company been here?
2.5years
How many qualifications are there?
4
What are the qualifications?
~DD~
There are none because people automatically qualify they just have to do the free risk assessment
I have part A and part B is on its way in the mail, do I qualify?
No
Do you have to have an active checkings or savings?
yes or debit or credit card
Who is the supervisor for Final Expense?
Roberta
This money can be used for............?
funeral costs, medical bills, loans, credit card debts and much more
What are the 6 risk assessment questions?
1. do you currently have one
2. are you familiar with how a medical alert system works?
3. where would you like to have protection
4. how much time do you spend alone
5. have you had any falls within the last year
6. what would be your primary reason to have protection
What are all the qualifications?
Age (bday), state/zipcode, parts A&B
If I dont have insurance are you able to give me the free quote?
Yes
Who are the two team leads for final expense?
Keke and Briana
Can I speak on the behalf of my grandmother? I am her power of attorney.
Is she right there beside you?
How can a person not qualify for the M.A.D?
They can't
What is the Medicare Plus Card?
~DD~
A discount program that helps to save on dental, hearing, vision and prescription drug use.
What transition would you use to cross sale this?
Do you currently have health insurance because we can provide affordable health insurance at a lower rate
Is this a leap year?
Yes. February 29th
How many times do you need to say the agents name? and Who all are we partnered with?
3xs and Global Life, John Hancock, Mutual of Omaha
Please note that this product.............?
is not covered by original Medicare
What are we giving the Medicare recipients and why?
A free Medicare insurance analysis to check benefits and make sure you have everything you're entitled and not being overcharged
Scenario: Ms.Mary is trying to get a quote for her boyfriend and she really wants the quote.
How can you go about giving her the quote?
Let her know that her boyfriend has to be around; however, we can give HER the free quote for HERSELF
When did WW2 start?
Sept 1, 1939