Presentation "Script"

Opening

Did (...) fill you in on how the program works in any detail? (yes or no)
Through our sponsorship program you are given you ability to sponsor people in your circle of influence who you believe could use it most. That's what (...) was able to do for you. Now this is a two part program. First I will provide you with your no cost Accidental Death Policy. 2nd I will show you any additional insurance benefits you may qualify for.

Introductory Offer

The introductory offer I'm here to give you today is an Accidental Death Policy. The good news is that is cover you and your spouse with $3,000 of Accidental Death Coverage, each, and each of your children with $1,000 in Accidental Death Coverage. What I'd like to do now is play a brief video that explains more about this benefit.

Certificate

This is the certificate that you will receive it, please give me a call and I will explain anything neccssary.

Primary Beneficiary

In the event that something happened to either of you, who do you want your primary beneficiary to be?

Contingent Beneficiary

In the event that something was to happen to "both of you"/ "you and you primary beneficiary", who do you want your contingent beneficiary to be?

2 Emergency Contacts

The last thing I need are 2 emergency contacts, or two people that can put me in contacts with either of your beneficiaries.

Collecting Referrals

As you can see, the company now allows you to sponsor this same benefit for people in your circle who you think can use it most. Most people sponsor all 10 people that we give them but remember that this is a total of $30,000 that you are able to give to the people you care about most. So, who do you want to sponsor first? Who's Next?

Read Off Letter

What I have next is a brief video which will help explain the purpose of my visit today. It basically says that after I show you the benefits, explain to you how they work and answer all of your questions, you give me a simple yes or no. In other words, we anticipate that these benefits will make sense to you. If so, go ahead and take advantage of them today, and if not, we'd love to have your feedback.

Transition to Need for Life Insurance Video

Since every person I see has a different need and a different want when it comes to insuring individual and family needs. What is right for you may not be right for the person I just saw, or the on I will see after I see you. Since everyone has a different want, This video will explain in simple words the need for these benefits.

Transition into the needs analysis survey

Now that you have more knowledge about the different types of insurance, I'll go ahead and ask you some questions to see exactly what you qualify for, and we'll go on from there.

Introduce

This first video will explain how the program will provide the money needed to take care of your final expenses.

Recap

The video stated that the current average cost of final expenses is approximately $15,000. However, because of inflation, the recommended amount is $30,000. Now, as you can see, you don’t have any existing coverage, so the amount you will need is $30,000, and that is the amount you qualify for. Make sense so far?

Tie Down

I’m sure you can see how absolutely important this benefit is when something happens to you. Right?

Introduction #2

Now there is still the most important thing as parents, taking care of our children needs in the future. This next video about our head-start benefit will go into more detail about setting up your children’s future.

Recap #2

As you can see, We have provided (…) for (…). Does that make sense to you ?

Tie Down #2

I’m sure you can see how important this would be for the future of your kids. Right?

Introduce #3

On top of taking care of the money needed for your final expenses, another major concern is how the surviving spouse will continue to pay ALL the bills after half of the family income has stopped. The next video will explain the Income Protection Benefit so that you don’t have to worry to worry.

Recap #3

As you can see, we have provided two years of income protection for both of you. This would allow your family to maintain their quality of life in the event of your death. Everything make sense so far?

Tie Down (final)

I’m sure you can see how vitally important this is when you die, right?