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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 (JOHN), but I am the representative that takes care of the permanent benefits for all the veterans, and all the major labor unions across the US for the last 70+ years. Normally you have to be a veteran or a union member to get access to us, but since you were sponsored in you will have exclusive access for a limited time! Make sense now?

They have us meeting for two reasons:

  1. Issue your exclusive no cost benefits package which includes a health savings card, $2000 life insurance policy, free will and testament and family info guide. Valued over 4-5k so you want to make sure and thank ___ for sponsoring you in!
  2. Explain and activate your permanent benefits through Globe AIL. I am going to let you know right now, it is going to be hard to qualify for.

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. All you need to do is sit back and relax!

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

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Here is the health savings card. This is no cost, and it can give you discounts on vision, prescriptions and dental. Here is the 1-800# that you can call to find out if they work with your providers. If they do, go ahead, and register and they will send you a card so that you can start receiving discounts. This can save the average family over $700 per year on out-of-pocket expenses, pretty nice benefit, huh?

A4: $2000 GIFT CERTIFICATE