[Prospect answers...I would think most people would say more than a year ago]
Hmmm, I see. And so, since you bought that policy, have you had it reviewed by an insurance professional to compare it to what's now available based on where you are in your life today as opposed to where you were “in 2004”
[I anticipate most would say no…but for the few who would say yes…] Have you reviewed your existing life insurance coverage in the past year
Steve, my business is to find and meet folks in our community, like yourself, who would want to make sure the math is right to make sure their loved ones would be okay financially if their income were suddenly gone due to unexpected disability or premature death.
And the only way I know how to do that is to contact people and see if I can help.
So, what I am offering is…
A 20-minute conversation with you about your plan, to determine if I would be able to help you solve any problems, such as having too much coverage, not enough coverage, or overpaying premium for the coverage you do have.
After we talk, if I feel that I can help, I’ll tell you so. If I don’t think I can help at this time, I’ll tell you that too. I value your time and my own.
If you’re open to meeting with me on this, would [TOMORROW] or [TWO DAYS FROM NOW] be better for you? Is [10 a.m.] or [3 p.m.] better for you.
Just to confirm, both you and your spouse will be present for this meeting, correct? I have you at… (Confirm address).
(If appt) Great! __________ I will see you on (DAY), (DATE) at (TIME). Should you have any questions in the meantime, may I email you my contact information? Great, may I have your e-mail address?
That’s very interesting. I’m going to ask you a very tough question. And that is, if you were suddenly gone and your family had to manage on their own, have you done the math to make sure your loved ones would be OK financially? How would they pay the bills, pay the mortgage, save for college
Hmmm, I see. And so, since you bought that policy, have you had it reviewed by an insurance professional to compare it to what's now available based on where you are in your life today as opposed to where you were “in 2004”
[I anticipate most would say no…but for the few who would say yes…] Have you reviewed your existing life insurance coverage in the past year
Steve, my business is to find and meet folks in our community, like yourself, who would want to make sure the math is right to make sure their loved ones would be okay financially if their income were suddenly gone due to unexpected disability or premature death.
And the only way I know how to do that is to contact people and see if I can help.
So, what I am offering is…
A 20-minute conversation with you about your plan, to determine if I would be able to help you solve any problems, such as having too much coverage, not enough coverage, or overpaying premium for the coverage you do have.
After we talk, if I feel that I can help, I’ll tell you so. If I don’t think I can help at this time, I’ll tell you that too. I value your time and my own.
If you’re open to meeting with me on this, would [TOMORROW] or [TWO DAYS FROM NOW] be better for you? Is [10 a.m.] or [3 p.m.] better for you.
Just to confirm, both you and your spouse will be present for this meeting, correct? I have you at… (Confirm address).
(If appt) Great! __________ I will see you on (DAY), (DATE) at (TIME). Should you have any questions in the meantime, may I email you my contact information? Great, may I have your e-mail address?
That’s very interesting. I’m going to ask you a very tough question. And that is, if you were suddenly gone and your family had to manage on their own, have you done the math to make sure your loved ones would be OK financially? How would they pay the bills, pay the mortgage, save for college
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