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Hello is _____ there? Hi, this is __________ service manager with American Income Life, I handle your (relationship), (name) life insurance benefits through the (veterans). The reason I’m calling you is, your ________ nominated you as their contingent beneficiary for their life insurance policy. Now what this means is that if God forbid their primary beneficiary were to pass away before them you would then be responsible for handling the funeral arrangements upon their death.
Now it’s our service policy that I review some very important claim forms and explain how to file a claim, so you’re prepared if something does happen. We have an A+ insurance company rating and we do things like this to make sure we keep it. On top of this, I’m going to be issuing you some additional no cost benefits on behalf of our company as a way of saying thank you for taking on such a big responsibility.
The best part about this is that you’re going to have access to some of the exclusive benefits that groups like the veterans, police & firefighters, but you would have but you would have to qualify for those!
FLIP APPT Since it’s all virtual now it’s a super quick and seamless process. We just need to get you on a quick ZOOM call and run through this. Are you by a smart phone, tablet, or computer by chance? Ok great I’m going to send you zoom link really fast just to make sure our benefits portal is working properly. Okay, let me know when you get it. (WALK THEM THROUGH DOWNLOADING ZOOM AND GET THEM ON ASAP. ONCE THEY ARRIVE THEN WAIVE TO THEM AND TRY TO FLIP!)
(ONE OF TWO THINGS WILL HAPPEN)
#2 THEY DON’T HAVE TIME - OK NO PROBLEM, I’M VERY BUSY BUT I CAN DO LATER TODAY EITHER ____ OR ______ WHICH IS BETTER?
(BOOK APPT) PLEASE GRAB A SHEET OF PAPER AND JOT DOWN MY NAME AND YOUR APPT-TIME SLOT. ALSO JOT DOWN YOUR CONFIRMATION NUMBER, IT IS ALP601. PLEASE MAKE SURE YOURE IN A QUIET PLACE FOR OUR CALL, IS THERE ANY REASON YOU SEE YOURSELF MISSING THIS APPT? OKAY GREAT, DON’T FORGET ABOUT ME BECAUSE I WON’T FORGET ABOUT YOU. TALK THEN!