INTRO
Hi <contact.name>, God Bless You! How are you today?
(Pause)
Great, this is <your name> calling on a recorded line about the mortgage protection card you sent in to pay off your home in the event of death or disability ..
Did you ever get that taken care of?
I don’t know if this helps .. but most people get life insurance and not mortgage protection with the living benefits or return of premium that returns all your money if you don’t die.
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Were you told that you couldn’t qualify or was it too expensive? (Pause)
Ok, We work with over 30 a-rated companies and we guarantee that we can find affordable coverage.
Just curious did you guys get it taken care of or did you hit the lottery? (Laugh, lol)
A quote from one of our agents is completely free!
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No problem, have you guys heard about the new federal tax credit .. that helps homeowners save over $100/month on your electric bill with Solar. (Pause)
Would you like your complimentary comparison?
Perfect, my job is to ask a few health questions so that a licensed agent can send your coverage options … How does that sound?
Let’s start with the big 3.
Have you had any previous heart attacks, strokes or cancer?
<if yes, how long ago?>
Are you diabetic?
<If yes> Are you taking pill form or insulin?
Great! Last question ..
Are you a Smoker?
Perfect! <client.name> I’m sending this over to our licensed broker to shop the best mortgage protection rates.
Now, these phone consultations take about 15-minutes to go over the rates and benefits.
Let me pull up <agent.name> calendar and see what times are available ..
He actually emails them and goes over rates and benefits during your appointment .. whatever you decide to do with that information is up to you. <continue booking appointment>
Perfect, Do you have an email to send a reminder?