Life insurance sales script
[DOC File]TURNING 65 SCRIPT - Consumer Insurance Advocates
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CONSUMER INSURANCE ADVOCATES. T-65 Age-in Script. Hi, is [name] there? Hi, Mr./Ms. [name] this is [agent name] from [Consumer Insurance Advocates]. I was asked to give you a quick call because our records indicate that you’re turning 65. WHAT RECORDS? Our Certified Medicare Specialists have a database of everyone turning 65.
[DOC File]ICICI Prudential Guaranteed Savings Investment Plan
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Sales Executive: It gives me pleasure to introduce to you our ICICI Pru Elite life, a very cost effective unit linked insurance plan , which will not only help your investments grow but allows you to enjoy an insurance protection during the policy term. Mr. Shah: Is it a life insurance plan….then sorry i am not interested. Sales Executive
[DOCX File]storage.googleapis.com
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I am totally opposite than a life insurance agent as I represent many different programs and carriers so I can provide seniors with the best options available to them in the marketplace – this way they can save a lot of money and only deal with A-rated carriers .
[DOC File]“Hello, Bob, this is (Your Name) with the Mortgage ...
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(2) Mortgage protection professional - not a "life insurance salesperson" (3) Insurance broker with the ability to shop the top companies in order to identify the plan that will BEST meet their needs and budget (4) Consultant - not a salesperson (5) Expert in protecting mortgages (6) Confident and firm, but also friendly professional
[DOC File]MEMORIZE this LEASE Approach for Phone Calls
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SCRIPTS MEMORIZE this LEASE Approach for Phone Calls. PHONE CALL APPROACH: Agent: “ Hello, my name is_____. I’ve recently started a new business here in the_____ area and I want to send your owner some information about our services.
[DOCX File]M-BIMA OUTBOUND CALLS WELCOME SCRIPT 1
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The purpose of this script is to provide a guideline for outbound courtesy calls to newly registered m-bima customers during the period of the concentrated marketing plan. The major goal is to reach out to the customer, welcome them to CIC and then repeat this type of call after a certain time period and then track these clients to see if these ...
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USE THE FINAL EXPENSE PHONE SALES SCRIPT-AGENT USE IF YOU WANT TO TRY AND SELL OVER THE PHONE. THIS SCRIPT IS FOR SCHEDULING F2F OR PHONE APPOINTMENTS ... Anyway, like I said you got a call about the brand-new Senior Life Insurance and Final Expense program. This is the one that is very low-cost, it’s designed for seniors on a fixed income ...
Individual Life Insurance Application Outline (6/10/2014)
New York State Department of Financial Services Individual Life Insurance Application Outline (Version: 2/19/2020) 6. 2. 12 ... computer to use for internet sales). A submission seeking the extension of approval for this purpose must address the information required at Section V as applicable. ... The telephone script must have a separate form ...
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