✔️ Double your income ✔️ Earn a trip to London in March 2020 ✔️ Take better care of your clients’ needs ✔️ Ease of use ✔️ Can do everything electronically ✔️ Maximize your Marketing Allowance ✔️ High commissions ✔️ Streamlined training & education ✔️ Renewals
* This campaign is designed for you to increase your Life business by reaching out to you current Medicare clients. * This is a sell over the phone campaign. * Legacy Safeguard/Post Season Game Plan has partnered with Mutual of Omaha to offer the Legacy Safeguard Package on with any Living Promise policies that you sell through them. This program utilizes that you are offering something additional with the Final Expense policy as the hook in your sales pitch. * Call you Medicare clients using the script below. * Sign them up for a Living Promise Final Expense policy electronically.
Medicare Clients Phone Script
Sample Phone Script to Set an Appointment
Hello, this is , is Mr./ Mrs. __________ available? Hello, Mr./ Mrs. _________. This is , and I helped you with your Medicare plan this year. How is everything going for you?
I’ve recently started offering Legacy Safeguard, which is a service that I believe so much in that I’m providing it to all of my clients, FREE of CHARGE. Legacy Safeguard is a legacy planning and end-of-life planning service that helps you leave a lasting legacy and be remembered long after you’re gone, and I want to provide this to you FREE of CHARGE as well.
Is now a good time for me to go through more information and answer any questions that you may have about the Medicare plan you enrolled in? This will only take a few minutes, but it will be very beneficial for you and your family in the future.
Do you have time now for me to go over this with you?
(WAIT FOR AN ANSWER). IF NOT If not, when would be a good time for me to call you back? IF YES It’s very easy, I can get you a quote and enroll you over the phone and a face-to-face meeting won’t be necessary!