{"id":79,"date":"2019-09-19T16:06:50","date_gmt":"2019-09-19T16:06:50","guid":{"rendered":"http:\/\/sales.allnationfinancial.com\/?page_id=79"},"modified":"2019-10-15T00:24:32","modified_gmt":"2019-10-15T00:24:32","slug":"appointment-setting","status":"publish","type":"page","link":"https:\/\/sales.allnationfinancial.com\/index.php\/appointment-setting\/","title":{"rendered":"COLD CALLING PRESENTATION"},"content":{"rendered":"

COLD CALL FROM START TO FINISH<\/h3>\n
\n\t

Hi, (Customer First Name). This is (Agent Full Name) here at the Family Protection department, with new benefits in Life Ins Industrial in (Customer City).\u00a0<\/strong><\/p>\n

The reason for my call, we are calling everyone in your State for 2 reasons, 1 we are making sure everyone have the new updated Life insurance policy 2 to make them aware if their Life insurance includes the living benefit that now comes with new life insurance policies,and to give more information on this (Year) insurance programs approved in\u00a0 (Customer's State). A Licensed Field Underwriterby the name of Hannah is assigned to work with you in receiving all of the new benefits update you are entitled to, AS SOON AS I verify your information we can get started.<\/strong>
\n\u2022 Your full name is..... and it is spelled------ .<\/strong>
\n\u2022 The correct mailing address you gave us is------ . Is that you? Ok.<\/strong>
\n\u2022 The correct date of birth you gave us is-----. Is this correct? Ok, so that means you are<\/strong>
\nyears young. *I always tell my customers, \"It doesn't matter how old you get, as long as you are getting better, right?..Right on!\"<\/strong>
\n\u2022 Ok, super! Looks like I have the right person her<\/strong>e.<\/p>\n

= If No D.O.B:
\n(Customer First Name), these state approved benefits are available for folks who can qualify by age. What is your date of birth, or correct age, please?
\n\u00a9 TIE DOWN: Now, were you checking into benefits for yourself or for someone else? **<\/strong>(Find out who the \"real buyer\" is! Get them on the phone, or set a call-back appointment.)
\n*<\/strong>If customer is married, or if a couple is checking into benefits for BOTH husband and wife:
\n(Mr.Ms. Customer Name), am I assuming correctly that you make most of your financial decisions together? Super! Let's find out what you both qualify for, while we've got each other on the phone here.
\n<\/strong>*It is wise to have BOTH husband and wife on the phone together, before proceeding forward to the next page in the Sales Presentation Script, even if one spouse says it is not necessary.<\/p>\n

(Customer Name),<\/u><\/strong> May I share with you in ONE MINUTE, who I am, what these benefits are exactly,and\u00a0 how you may apply for them here at my department, and then you tell me what to do after that, ok?<\/strong><\/p>\n

\u00a0<\/strong>Great. My name is (Agent Full Name).<\/u> I am\u00a0 not\u00a0 in a call center,\u00a0 or\u00a0 in\u00a0 a sales department. I am a state Licensed Field Underwriter\u00a0 here\u00a0 at\u00a0 the\u00a0 family\u00a0 protection\u00a0 department.\u00a0 I\u00a0 am\u00a0 the actual decision maker of who qualifies for our benefits. It is my job to do 4 things for you today <\/strong><\/p>\n

1 <\/strong>Determine <\/strong>the exact level of benefits for you, even if you've been turned down before.<\/strong><\/p>\n

2 Identify the absolute, bottom-line, lowest premiums for the BEST plan<\/strong><\/p>\n

3 Secure your Cash Benefits into place permanently without having to spend any money<\/strong><\/p>\n

4 Give you the new living benefits that now come with life insurance policy<\/strong><\/p>\n

(Customer First Name),<\/u><\/strong> this (Year) the<\/u> state-regulated program pays out 100% CAS<\/u>H to your beneficiary <\/strong>- <\/strong>listen very carefully <\/strong>- <\/strong>usually within 48 hours after death, to cover all funeral and or Mortgage payments and any other bills you may have. THIS MAY BE THE VERY FIRST MONEY THAT YOUR FAMILY SEES AT THAT TIME to cover all burial costs, and Cash to live the life you always wanted them to live. Sound good? also you can get part of this money when you get dianose with Cancer, Stroke and or Heart attack.<\/strong><\/p>\n

These\u00a0 Cash benefits go through big or small, affordable, whole life insurance policies that are<\/strong><\/p>\n

regulated by the state of (Customer State)<\/u> for folks who live on a limited income each month. These are not your real big expensive-type plans, just small, affordable, permanent plans, that never change and payout as quickly as 48 hours. Make sense, (Customer Name)?<\/u><\/strong><\/p>\n

Now You Can Transfer The Phone To A License Agent If You Don't Have A License<\/p>\n

\u00a0<\/strong><\/p>\n

Now, I do not send out any salesman to bother you. You do not have to go anywhere. I simply give a free quote right over the phone, which is the important\u00a0 information\u00a0 you need, best of all we work with many company to find you the best plan for the best price. This includes the coverage amounts, the lowest premium rates, and all the additional No-cost benefits that are available in (Customer City)<\/u> right now!<\/strong><\/p>\n

I'll give you about 3 options 1 a plan that you can use while alive 2 look at only what funeral cost in your area\u00a0 and 3 A plan that helps you save money. I will start LOW when I give you my quotes, because, (Customer First Name),<\/u> this is not going to do anybody any good, if it is not affordable. That is #1.<\/strong><\/p>\n

\u00a0<\/strong>So, I'll start low and give you 3 options to look at and tell me which one you would love to choose to protect you and your love ones\u00a0 today. Now, if you see something that you want for you and your family, here is how this works. I will\u00a0 simply\u00a0 help\u00a0 you\u00a0 to\u00a0 apply\u00a0 for\u00a0 the benefits\u00a0 right\u00a0 over\u00a0 the\u00a0 phone. It only takes about 15\u00a0 minutes\u00a0 for\u00a0 us\u00a0 to\u00a0 complete\u00a0 your application.\u00a0 Now (Customer<\/u> First Name),<\/u> YOU DO NOT HAVE TO SPEND ANY MONEY with us today, in order to\u00a0 apply\u00a0 for the benefits! I do not want this at the back of your mind, while I am talking with you. Everyone I speak with is living on a certain budget every month. I realize everyone\u00a0 gets paid at different times of the month. I have the authority to<\/strong><\/p>\n

set your plan into place to begin at the price, and on the day of the month, that suits you. Does that sound good so far? Good.<\/strong><\/p>\n

\u00a0<\/strong>Next, my secretary will send you a Welcome Packet tonight in the mail. You should get your Welcome Packet next (2<\/u>-3 days ). In your Welcome Packet, you'll have all of my contact information, which I will give to you in just a moment, all the information about the program you select, and our FREE gift called our Memorial Guide (this is a professional booklet for end-of-life planning).<\/strong><\/p>\n

After the Welcome Packet, your actual policy will arrive in the mail within 10 business days. I make sure we get the policies sent right out to you. I want every word that I tell you to be validated on paper in front of you in black-n-white in your Welcome Packet by (1 week),<\/u> and in your actual policy within\u00a0 10\u00a0 business\u00a0 days. Then, you are set for life!<\/strong><\/p>\n

Your plan is permanent. It will never change, and goes with you the whole way. It will pay out 100% with 48 hours to 5 business days at the end of your life. I realize, (Customer First<\/u> Name),<\/u> that I'm jumping ahead a little bit, but I just wanted\u00a0 you to know the process of how this works, if you see something that you want, OK?<\/strong><\/p>\n

\u00a0<\/strong><\/p>\n

\u00a9 <\/strong>TIE DOWN: <\/strong>Now, (Customer First Name)<\/u> is this what you\u00a0 needing\u00a0 my help with today for funeral and or family protection?<\/strong><\/p>\n

*If customer answers a solid, \"Yes\", you have a BUYER on the phone! Proceed to next paragraph...<\/em><\/p>\n

\u00a0<\/em>(Customer First Name),<\/u><\/strong> is there anywhere you need to be this morning\/afternoon? Do you have any appointments coming up soon? If I clear out my schedule to spend some quality with you now, can you share a few moments with me to see what you qualify for?<\/strong><\/p>\n

> A customer's response should give an agent a firm assessment to either proceed forward to the next page in Sales Script, or set a callback appointment. Stress to the customer it is best to proceed now!<\/em><\/p>\n

\u00a0<\/em>** If a customer's answer is unsure after the \"Tie Down\" Question, ask further questions about the customer's actual need for coverage.<\/em><\/p>\n

\u00a0<\/em>*<\/strong>OPTIONAL, if you have a \"buyer\" on the phone:<\/p>\n

May I ask you to write down my license number? I want you to feel secure with me. Because I am not a telemarketer, I want you to be able to verify at anytime, that I am a state licensed insurance professional with your state department. Would you like me to contact them now together with you on the phone to verify it?<\/strong><\/p>\n

\u00a0<\/strong>*<\/strong>If customer says, \"Yes\", have the 800-378-0445# to the Department of Insurance in the customer's state handy. Simply place a 3-way call to the Department of Insurance to verify your agent's license number.<\/em><\/p>\n

<\/a>Customer\u00a0 Warm\u00a0 <\/u>Up<\/u><\/h2>\n

The goal here is to further strengthen rapport with a \"buyer\" customer. Help them FEEL YOUR CARE for their family situation at this <\/em><\/p>\n

\u00a0<\/em>(Customer First Name),<\/u><\/strong> I build meaningful, life-long relationships with all of my personal clients. I'd like to know something about who our cash benefits are going out to. So, I want to know something about your situation, what you feel your needs are, and who I will be working with in the future to\u00a0 pay\u00a0 out your cash benefits.\u00a0 I want\u00a0 to\u00a0 be on the same page\u00a0 as you are, going in the same direction. So, (Customer First Name),<\/u>\u00a0 how\u00a0 long have\u00a0 you been living in this (Customer City)?<\/u><\/strong><\/p>\n

\u00a0<\/strong><\/p>\n