SCRIPTS
PROSPECTING SCRIPT
1. what do you do?
2. how long have you been doing that?
3. Is that something you see yourself doing for the next 10-15 years?
4. So you do keep your business options open?
I have a friend who is an executive with a company, and they are looking for great people.
I can't promise you anything, but I can put in a good for you.
What's the best number where they can reach you?
WHAT ARE THE REQUIREMENTS FOR MD?
3 MONTHS
50 RECRUITS
50 APPS
50K PAID POINTS
1 DIRECT DIRECTOR AND 1 DIRECT FA OR 3 DIRECT FA'S
15 LICENSED AGENTS LIFE TIME
Explain a Term
positivies - Inexpensive / high coverage
negatives - Expires
living benefits
45 yr old female in great health
income in 100k
single mother of 2 kids under 10.
$100 budget
LSW Term with NLG
Invitation script to the BOM -
Inviting your best friend
Hey! how are you_____?
The reason why I am calling you is because I recently took a position with a company that I am really excited about! I am possibly making a career change, and I want to get your opinion.
It's in the financial services industry. I want you to see what I'm doing so in the future you can give me some referrals. I'm new so I can't explain much and I want you to hear it from an expert. You will help me out won't you?
I already have 2 jobs
Wouldn't the reason for having those 2 jobs be because you need to earn more money?
So, if you could, are you open?
Time issue. Isn't that because you have those 2 jobs? Would you like to change that? Great,
What are the 6 activities of daily living for the Chronic Illness
1. Bathing
2. Dressing
3. Eating
4. Toileting
5. Continence
6. Transferring
28 yr old male
Good job / makes 80k a year / Saves into his 401k already / wants to retire at 65
He wants to start on the tax-free bucket that you showed him
commitment - $300/month
Flexlife IUL with NLG
Set up a Field Training with your aunt and uncle
Recently got started with a financial services company and I need your help.
I'm in their training program that includes license, and 10 hands on field training appts.
Goal is this week
I value your opinion. You and your spouse would help me by being one of my field training apts.
Book it
Explain Fast Start School to your newest agent with the 5 key points
1. Learn 20+ ways we get compensated
2. How to never run out of clients
3. how to get promoted
4. how to qualify for trips
5. how to make 10k in a month
What are the 4 main types of permanent policies that we offer
GUL
Whole Life
IUL
Smart IUL
31 yr old female in normal health
main concern is to protect her asset (her home) while she is paying it off
she is stubborn, and feels like a term is a waste of money if "you don't use it"
already has a term with living benefits
Need - 500k of insurance
GUL with pacific life
3 GOOD QUALITIES SCRIPT
PG. 28
GOING WIDE =?
GOING DEEP =?
PRIMARY =?
SECONDARY =?
PROFITABILITY
SECURITY
GO WIDE
GO DEEP
What are the 5 living benefits in an NLG policy and explain
1. Terminal Illness- 24 months or less
2. Chronic Illness - 2/6 activities of daily living
3. Critical Illness: Stroke / Heart Attack
4. Critical Injury : Coma / Paralysis or Burns
4. Alzheimer's
35 yr old female - good health - works out - yearly checkups
has a GUL already for insurance, but needs living benefits
hates term policies
postponed the appt with you several times because she travels a lot for work
Need - 150k
NLG Rapid Protect IUL
EXPLAIN WHY DO WE EDIFY
EDIFY OMAR HUEZO TO YOUR NEW BUSINESS PARTNER
BACKGROUND IN PERSONAL INJURY INVESTIGATOR
SENIOR BROKER
HAS MENTORED MANY AGENTS
FOUNDER OF THE SACRAMENTO OFFICE
1 PERSONAL STORY ABOUT YOU AND HIM
What are the numbers for a perfect week for part timers?
15 prospects
125 phone calls
5 RI's
3 KTP's
2 Fast Starts
1 Direct
2,500 personal points
5 base shop recruits
10k baseshop points
Do the scenario of disaster to a new person that is leaving the office after getting started at BOM
Excited
want to tell everyone
this might happen
normal
text or call me
35 yr old male in good health
works out 5 times a week / smokes cigars 3 times a week / social drinker as well
Needs 250k of insurance to cover his home if he were to pass
He is shopping around for insurance with different companies
Strong Foundation with Foresters