💵LIFE INSURANCE REFERRAL

WHEN YOU WERE REFERRED TO PROSPECT FOR LIFE INSURANCE

Hello, can I speak to ____________, Hi this is (your name) I'm (Referrer) LIFE INSURANCE AGENT did (Referrer) notify you that I'll be giving you a call? (WFA) OK GREAT. They actually listed you as somebody they really cared about, and (Referrer) wanted to make sure that you and your family had the proper life insurance outside the job. Do you currently have life insurance on you and your family outside the job? (WFA)

No: WOW Is that something you thought about? (WFA) Ok Great, I wanted to meet over zoom for 30 minutes and give you some free quotes, to show you what we had to offer. When you look at your schedule, what works better for you (and your spouse) Monday or Tuesday? (Use whatever next 2 days you are available) Daytime or evenings? (WFA) (check your availability and give option of 2 times that are close to their choice) Ok I have 2pm or 4pm available. (WFA) Great I have you scheduled for Monday at 2pm! Are you familiar with ZOOM? I’m going to send you a link, just respond back that you received it! Also, so that I can see if you’re eligible for any discounts, who do you bank with? (WFA)

If they have an account... Ok, great! see you (repeat day and time for appointment)

If they don’t have an account... Unfortunately, you’ll need a bank account to get everything set up. Can you open one before Monday or should we schedule for a later date?

Yes: That’s good you have coverage, if we could give you three times the coverage for half of what you're paying, that would be worth 30 minutes of your time wouldn't it? (WFA) (SET KT)