Final Expense
What are the qualifications?
50-79
Policy under 100k
State/zip
Active checkings or savings
As a member, you automatically get a ____________?
Free medicare insurance analysis
What is the first question we ask?
Do you currently have insurance on just yourself or your family?
What is it called that we are giving them first in order to get transferred to the agent
a risk assessment
How many points is a Final expense worth?
2.25
What can this money be used for?
This money can be used for funeral costs, medical bills, loans, credit card debts and much more.
What are the qualifications?
D.O.B
Parts A and B
State/zip
Do you have to ask about checkings or savings?
Yes. Debit card or credit card
This product is not covered by original __________.
medicare
What is the minimum PPH and conversion?
PPH-4.75
Conversion- 8%
What would you tell someone who says that cannot afford it?
It goes around your budget and it is a low cost alternative to a life insurance policy.
We are contacting you today to go over some of your________?
benefits
What is the purpose of this campaign?
To help people with health insurance find a cheaper option and people that dont help them find coverage
How many questions do you have to ask?
6
What is conversion?
Conversion is how many calls you transfer over, that is paid, out of the calls you were given.
What's the purpose of doing the full hand off?
To make sure your sale is paid and that you give the licensed agent as much info as you can
Open enrollment means what?
It is for all ages and they can change their plan if they want to.
What carriers do we look at, as far as health insurance?
Humana, United, Aetna and more.
Who qualifies for MAD?
Anyone
How long has the company been here? (THIS IS A TOSS UP QUESTION. WHO EVER QUESS CLOSE WILL GET THE POINTS)
2.5years
I am 49 years old and I only have part B. What would you cross sale to?
U65 or MAD
What would you say to a person if they asked why does it takes 10mins?
OPEN ANSWER
I only have part B. Can I still get health insurance quotes?
No. No government program
What information must you get from the customer to give to the agent?
Just the name.
Who is the supervisor the Final Expense? Who is the CEO? And who are the Team Leads for Final Expense?
Roberta. Fran. Briana and Keke