Life Insurance Policy Review Script

For example let s say you re reviewing a life insurance policy.

Life insurance policy review script. Even more so when it comes to policies like life insurance and mortgage protection in this example we re going to be selling mortgage protection insurance to a prospect who already has a policy. Life insurance sales script. Who is the insurance carrier. Just copy and paste this free life insurance script into a word or pdf document.

Do you currently have life insurance pretty simple right. Before you start calling always make sure you scrub your telemarketing list against the dnc. What kind of life insurance policy is it. When you get to question 7 are you currently carrying any life insurance and are you still paying premium on it the conversation should start up naturally.

Below is a cold calling script used to generate telemarketed life insurance leads and appointments. By checking off each box you ll be able to assess whether or not you have enough or the right coverage or whether you need to turn to a trusted financial advisor to fill any gaps or update information. Are there any riders. Here are all of the basics you need to know before starting an annual policy review.

Chances are a lot of the prospects you reach out to may already have a policy for the insurance you re selling. 7 easy steps a thorough life insurance policy review should start with this checklist. While you can do a life insurance policy review for any reason and at any time we find that doing it while you fill out the client needs assessment cna is the best. The annual life insurance policy review checklist.

Determining the right amount coverage. There are 5 parts of a policy review discussion. Ascertaining clients goals and objectives. You re going to get a yes or no answer.

For maximum impact be sure to focus both on the message itself and how they deliver it. This typically requires either replacing your current policy with a new one with a higher benefit or adding to your current policy with a new one. Open the conversation with this sentence. As discussed earlier this script is a template to help create better more successful interactions between agents and life insurance prospects.

Term life whole life universal life or variable life. If yes is it through your work note the response in your crm or management system and move on. Identifying the right type or types of life insurance.