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A1: INTRO Smile and Wave 🙂 (Don’t share screen until you get to A3)

Hey ____ I’m (NAME) nice to meet you! As I mentioned on the phone I’m going to be reviewing some very important information about your Veterans benefits today but before I get going, for quality control purposes can you please grab a sheet of paper and pen for me so you can jot down my name, cell phone number and agent ID please? (Insert personal value statement)

A2: SET UP/TRANSITION

You are probably wondering why I am here? I don’t know if I told you on the phone (name), but I am actually the representative that takes care of the permanent benefits for all the veteran service organizations like the VFW, AMVETS, POST and AMERICAN LEGION. (Name) do you belong to a VSO? Are you familiar with Dan West? He’s the commander in chief of the VFW and they have us play this short video to explain what you’re entitled to. (Play dan west video) Alright thank you Mr. West.

We don't just take care of your benefits through your service organization we do the permanent benefits for the firemen, the police, and all the labor unions. What they mean by permanent is that everyone has benefits through work but when you leave your job, change careers, or retire your benefits go away. The permanent benefits fill in all the gaps you don't already have through work so whenever you do change jobs or retire, you get to take these with you, and they do not expire! Make sense now?

They have us meeting for a few reasons:

1. Explain your updated VA burial benefits so that you and your family know exactly what you’re entitled to come time of death.
2. Issue your no cost benefits.
3. Lastly, most importantly (name) they want us to go through and explain your permanent veteran benefits. Number 1 there has to be a need and number 2, if there is a need you would have to medically qualify for those.

Now, I’m going to put examples of everything up on your screen for you to follow along with. When we are finished, all this will be emailed to you, so there is nothing for you to memorize or write down. Does that sound fair?

While I get this set up let me ask you what sparked your interest in requesting this info?

START SCREEN SHARE

BUILD RAPPORT

GEOGRAPHY AND FAMILY “I see you are in (State), are you born and raised there?” Have a lot of family in the area?” “etc, etc”

A3: AIL PLUS PROGRAM