SALES SCRIPT (U.S. Immigrant Leads)

[QUESTION TO CLIENT] Agent: “What do you think of these numbers? Do you have any questions about the benefits?” Pause for the client's response [EXPLAIN THE PROCESS FOR MININUM 3-5 MINUTES] Pro Tip: This step is extremely important. Now, the client likes what you said but might still have doubts because they don't know what will happen next. It's important to tell them each step they will go through and make sure they know you are always here to help and keep them informed. The more time you spend on this part is the higher chance that they will provide all the information to you right now including their bank account number. Also, this is crucial to explain that first premium will be drafted. Spend 3-5 minutes explaining the whole process. Agent: Let me explain the insurance company’s process. First, we complete and submit your ah po pu lrisc autpi otno t2o wNeaet ikosnda el pL ei fne dGi nr og uopn. Tt hhee crl ei evni et ’ws mp reodci ec sa sl ct yo pn idciat il loyn t, aakgees, taonbyawc choe rset abt eu tsweet ce .n 4 8 De vuerri yn tghti hn igs apl ei gr ni os dw, oi tuhr ol iuf er si nt as nu dr aa nr dc es . uInf dt he er wy rhiat ev res awn yi l lardedviitei own aa ll l qt uh ee sdt ieot na isl sd tuor ienngs ut hr ies roef vyioeuwr, lIi fwe iilnl sbuerya onuc er dp il raenc, tt hc oe nf it rasctt parnedmI i wu mi l l okfe[e$pX yXoXu} wu pi ldl abtee dd ef rdeuqcut eedn tflryo. mU pyoonu ra pbpa rnokv a l apcacyomuennt ,t wo fh[i c$hX XmXe] atnosbteh adte ydouuc treldi f ef rionms uyr oa nu rc eb pa no kl i cayc ci so ua cntti vaantyetdi m, seo iynotuh ec anne ex xt p2ewc tetehkes .f iIrt s t worth a moment celebrating, as it marks the start of your coverage. J Ya lol ouwr ps oyloi cuyt wo ivl el rt hi feynt hbaet ftohrewnaur md ebde tros ya or eu tfhoer syaomu re ea-ss iwg ne aj tuusrt ed. iTs hc ui ss ss et edpains dc rt hu ac itayl oaus ri tn a m e is correct, and your beneficiaries are correct as well. Ao uf tre cr l yi eonut'sv. eI swi gi lnl eadl s yoofuo rl l opwo l iuc py , wy oi tuh ayroeuael lvseerty, a6nmd oI nwt hi l sl gt oi vseeyeoiuf yaocua hl l atvoewaenlyc oqmu eesyt iooun tso during your life insurance policy. By oe uf or raepwp lei cpartoi oc ne e. Ld e, It ' ns ebeedg itno wr ei ct ho nyfoi rumr fsi rosmt ne ai mm pe —o r tj ua ns tt tdoe ct al ai lrsi ftyo, iet nms uurset tmh ae t ac chc euxr aa cc tyl yo af s i t appears on your passport. You said it's Carlos, correct?" [COMPLETE THE PRE-APPLICATION TYPEFORM]

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