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2) Client: What’s this all about anyway? Agent: It’s about your union's mail out to the members and the benefits you are entitled to receive. Is this the first time you’ve mailed back the card? Client: Yes, it’s the first time. Agent: Then let me start from the beginning and tell you what this is all about.
3) The members who respond to the mail out from the union are entitled to receive additional benefits, if they qualify for it. My job is simple: it is to provide you with the information of the no cost benefits that you are entitled to and at the same time show you the additional benefits you may qualify for. I’ll play a video for you that will explain the relationship between us and your union and explain why they chose to work with our company
<Click start presentation>
<Enter clients info>
<Click Union>
4) Does that make sense?
5) The next video is going to explain to you how we try to give back to the communities that we work and service in. Some of the ways in which we do so, are offering career opportunities as well as giving back food to striking union members and families in times of need. I’ll let the video explain it further.
5) The next video is going to explain to you how we try to give back to the communities that we work and service in. Some of the ways in which we do so, are offering career opportunities as well as giving back food to striking union members and families in times of need. I’ll let the video explain it further.
6) ***Play video. At the 1:03 mark hit the skip forward button >>. Press “Continue” then close the referral
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7) The first benefit is your no cost AD&D benefit. This benefit has been provided to you by your union as a way of thanking you for being a member in good standing. I’ll let the video explain.
8) As you can see, we are trying to extend these benefits to the people in your circle of influence whom you know can use it. Who would you like to protect first (Fingers on keypad and eyes on screen)
9) The next benefit is the Child Safe Kit which is designed to help protect your children. I’ll let the video explain better
10) We are endorsed by the police, teachers and school administrators and together, our goal is to provide these kits to every family with kids. For us to accomplish this, we are going to need your help: Who’s children would you like to protect first? (Fingers on keypad and eyes on screen)
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11) The next no cost benefit is designed to help lower your out of pocket expenses and will not affect your existing health coverage. It will provide you with discounts of up to 60% on vision, hearing, prescriptions and chiropractic services.
12) You also have the opportunity to sponsor others to receive the discount card. Who would you like to sponsor first? (Fingers on keypad and eyes on screen)
13) Please make sure you give the people you sponsored a call so they know we will be getting in touch with them.
14) Each member who sends back a card is seen separately, because each member has different needs and different wants. What is right for you may not be right for the member I just saw and enrolled, or thenmember that I will see and enroll after you. This video will show you the need for these benefits.
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14) Each member who sends back a card is seen separately, because each member has different needs and different wants. What is right for you may not be right for the member I just saw and enrolled, or thenmember that I will see and enroll after you. This video will show you the need for these benefits.
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15) Now that you have more knowledge about the different types of benefits, I’ll go ahead and ask you some questions to see exactly what you may qualify for and we’ll go on from there.
16) Before we continue, it is important that I review your mandatory read off letter with you: (Review letter on screen)
17) Jim and Mary, this video will show how your program will provide an immediate sum of money to take care of your final expenses.
18) Now as the video stated, this is the freedom of choice and is exclusive to our company. Now, the funeral director typically wants their money immediately, right? The problem is that most insurance companies can legally take anywhere from 6-9 months to pay out a claim. Do you see that gap?
The last thing your family needs is to be sitting in the funeral home asking where they will get the money and how long it’ll take to get it. Grieving is an emotional burden and no family needs the added financial stress of scrambling for money or liquidating assets while waiting for claims to process.
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The last thing your family needs is to be sitting in the funeral home asking where they will get the money and how long it’ll take to get it. Grieving is an emotional burden and no family needs the added financial stress of scrambling for money or liquidating assets while waiting for claims to process.
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19) With this in mind Jim and Mary, we specifically designed the Freedom of Choice to take away that burden from your family. (hand client Freedom of Choice). As you know, the way it works is the funeral director is going to call this 1-800 to verify that you have coverage in place, we will never disclose your full face amount; since I'm sure you know what would happen if the director knew exactly how much coverage you had (make upward motion with thumb).
Once funeral costs are agreed upon, the beneficiary signs, and it’s as good as handing the funeral director cash that day. The remaining money will be sent in a tax-free lump sum check to your beneficiaries. I’m sure you can see how important this is. (take back Freedom of Choice)
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Once funeral costs are agreed upon, the beneficiary signs, and it’s as good as handing the funeral director cash that day. The remaining money will be sent in a tax-free lump sum check to your beneficiaries. I’m sure you can see how important this is. (take back Freedom of Choice)
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20) Review: Jim and Mary, the recommended amount of coverage is here (always use a pen to point to each number), this is how much you have in place that pays out immediately (point), so this is how much you would need (point) *and that is the amount your program will provide for you starting today (point)*
*If provided amount is less than recommended amount, *and this is how much your program will start you off with.*
21) Tie Down: Makes sense so far? (Yes) Obviously you see how important it is to have your final expenses covered, right? (Yes)
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*If provided amount is less than recommended amount, *and this is how much your program will start you off with.*
21) Tie Down: Makes sense so far? (Yes) Obviously you see how important it is to have your final expenses covered, right? (Yes)
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22) If you were to pass away during your prime working years, what would your family do without your income? (Client answers)
Now, this video will explain how your program can replace your income. <Play Income Protection Video>
Now, this video will explain how your program can replace your income. <Play Income Protection Video>
23) Review: The recommended amount of coverage is here (use pen to point), now as you can see, this is how much you currently have (point), so this is how much you would need (point) and that is the amount your program will provide for you starting today (point).
24) Tie Down: Make sense so far? (Yes) Why does this benefit makes sense for your family? (Let the client sell you). I’m sure you can see how vitally important this is to make sure your family will continue the same lifestyle in the event you are taken out of the picture prematurely, right? (Yes)
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24) Tie Down: Make sense so far? (Yes) Why does this benefit makes sense for your family? (Let the client sell you). I’m sure you can see how vitally important this is to make sure your family will continue the same lifestyle in the event you are taken out of the picture prematurely, right? (Yes)
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25) Introduction: The next video will explain how your program can help protect your mortgage. <Play Mortgage Protection Video>
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