Call Critique 11/4/2022
Updated: Apr 17
Watch the Full Video Here: Call Critique 11/4/2022
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ten for 2022. We're going to do a call review with Nathan Shalom. I just selected a 24 minute call. We'll see how this goes and I'll provide feedback and we will go over it together. All right, let's start it. Hello.
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Hey, Gary. How's everything going out there? And Discovery Bay?
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Gary? Gary, do you hear me? Now I can hear you. Oh, that's great. Everything going good out there in Discovery Bay? Yeah, my.
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Wife's in the hospital, but other than that, no. Everything.
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Oh, man. I'm so sorry. What happened?
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You got. You got to let him talk. You're already interrupting him as guys, so when people are talking, just let them talk themselves out, Especially when it's going to be something that you're going to have to address. She's in the hospital. Um, you know, you don't want to immediately say, Oh, what happened? You mean like he was saying other than that? And then it was cut off. So make sure you're not cutting people off.
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Uh, she fell in. Fractured her leg.
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Oh, shoot, man. I know that must be hard seeing seeing your wife there, man, but it could be worse. My name is Nathan. Over here at your.
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Very good to get the transition. And you definitely you do want to talk about that a little bit. Like that's a good rapport building a fractured leg. I mean, that's probably serious. If she's old, it can be, you know, life threatening sometimes. So take a minute and, you know, talk about that like like when did that happen? Like, oh, man. And you don't have to be like, super, um.
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Sentimental or, you know, sympathetic in that situation because you don't really know what's going on. So you can simply just talk about like, oh, man, what happened? Oh, damn. Okay, Well, you know, whatever. What was he doing? You know, just whatever you want to talk about to build a little rapport for life services.
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Con because you recently spoke with one of my reps about state regulated life insurance programs for California. My job is to go over those benefits with you, answer any questions you may have. Let me just verify the information you gave my representative. I have you here at 3904 Lighthouse place.
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And I have your date of birth is January 7th, 1942.
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Okay. And I see you looking for some coverage. I see your son would be your beneficiary.
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And you're not a smoker, correct?
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So whenever whenever people mention like beneficiary. But he mentioned the wife, so use the information you're being given. So you want you want to ask you don't want your do you want your wife to be added, which should be the primary first and then the son or would the son be the one taking care of it? The more information you have, the better you're going to do.
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Okay? Okay. I'm good. Good. So, Gary, we are a consultant firm for seniors. It just means we work for our clients, not one particular company. So my goal is always to figure out who will give you specifically the best rates and benefits. You're with me on that? I am. Okay. Now, Gary, were you looking for benefits just for yourself today or for someone else in the family?
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Well, maybe for my wife, too.
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Okay. Okay. So for both of you to leave behind for each other. Yeah.
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Let's see. See how the beneficiary has changed. Now they leave to each other. So he did bring that up here. Um, and then you want to bring the wife back up. So she's currently. You can immediately do that. Go. She's. No, she's currently in the hospital when she expected to get out. Okay. Because Yeah. And then whenever I, you know qualify people I mean if they're doing it together then it's good to sometimes do it together. But let's take care of you first.
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Great. And this is business that you typically handle yourself or does someone else normally help you with all that?
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No, I do this myself.
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Okay. Okay. I see here that she would be your beneficiary. Good. I'll make sure I get you taken care of. And then, you know, when the wife gets out of the hospital and she's more situated, we can make sure we get the job. Okay.
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Gary, I haven't listened to this before, but that was great.
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If anything were to happen, you should be the one responsible for closing all the accounts, taking care of the final expenses and whatnot. Yep. Okay. Good, good, good. So, Gary.
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What's her name?
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Beverly. Beverly. The macro. Yes, I pronounce that right. And this would be the first life insurance.
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Policy for you.
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For me? Yes.
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Okay. So this would be the first money that Beverly were to see when you pass.
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Okay. Okay. Let me look at a couple things for you here, Gary. Okay. Okay.
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Have you ever had to go through the process of burying somebody yourself?
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I say that again? If I go through the process of what.
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Burying somebody yourself, taking care of someone's final.
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Hello? Are you there?
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Breaking up a little bit. That's okay.
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You know, Gary, Am I breaking up? Yeah.
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Yeah, you're breaking up. Okay.
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What about now? Is it a little bit better now?
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Okay. I'm sorry. I walked over to the bad side of the office here. My apologies, Gary. And so, have you ever had to go?
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Really try to focus on.
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If you're, you know, making little noises as you're talking, it's not really gonna help. You don't want to be on my mom. Okay. Okay, okay. Okay. All righty. You know, it just doesn't sound as professional as you want it to sound. You know, get yourself in the habit even if you need a rubber band on your wrist. So just snapping it every time you find yourself doing that, like, silence is better than you know. You know, seem like you're scrambling.
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To that process of being somebody yourself, taking.
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Care of someone's final expenses. Oh, I'm sorry to hear that. Oh.
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Man, I just had to bury my old man a couple of years ago. I know. That's never easy. I know that kind of stuff is fixed with us for the rest of our lives. Obviously. I hope they at least left a little bit like a life insurance or something to make sure all those final expenses were covered.
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Pretty much, yes.
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So nothing had to come out of pocket for you? No. Okay. Well, that's. I know. I know. In the long run, it doesn't seem like you know much when everything's going down. But trust me, Gary, I've heard stories. I hear stories every day at the job I'm in. And just a like, I know when my dad passed, like, we didn't have no life insurance. No, none of that on hand. So I'm paying back $300 to the bank today just to make sure everything, you know, we were able to get them situated and put them in the place he wanted to because obviously, you know, I want best for dad, you know.
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But yeah, really, just to tie this back to everything.
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So really, when you if you're going to tell your stories about a personal experience, it's better. Or guys like if they have a personal experience, let them talk about their situation. You're only really going to bring up your own personal situations when. They have nothing to provide like. Oh, I've never been through that, you know? You know, I just don't know what you're talking about. Stuff like that. I've never had to pay for anybody, really, in this situation. You want to focus on him? Always keep that emphasis on the person that you're selling to so you can talk to him about, you know what you know what happened.
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Like, did you just, you know, get the insurance check and then go down there and then that way you can go through it and actually be give him real information, you know, instead of making something up, even in your story, should be pretty scripted. So that way, you know, you're saying the same thing every time. If you're telling your own personal story, make sure that you have it written down or you know exactly what you're going to say every time. So it doesn't sound off the cuff, you know, you just making stuff up because it's just it's going to seem like you're making stuff up.
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The thing is really the main goal, Gary, to make sure that for Beverly, like, she would never have to come up or I know you put here the sun as well for Beverly or him, they never have to come out of pocket for any of those final expenses.
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Yeah, that's the plan.
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Okay. And no worries, Gary. You're in good hands. I'm gonna make sure you're well taken care of, and we'll look through all of our different options given to the state, and we'll figure out the best fit for you, Okay, Gary?
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Okay. So let me drink my blood.
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I have to sing on the church on Sunday. My voice is getting a little dry.
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Okay, that's made up. Don't do that.
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Based on everything I have gathered so far, Gary, I'd say a whole life policy is definitely the perfect fit for you. Let me tell you why. So over here at Senior Life Services, we.
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Many reputable insurance companies as it quickly growing company.
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We made many.
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Insurance carriers, designed.
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Specifically for our customers unique situations. They must be state and federally regulated and backed by the government. They are state approved whole life plans, which means the premiums never go up and the benefits never go down. I make sure that not only the promises I'm making to the day lasts for the rest of your life, but most importantly, that Beverly or the Sun, they'll never have to suddenly come up with a wheelbarrow full of cash. Right?
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The benefit paid out to them is 100% tax free. And unlike most companies, they will pay out immediately within 24 to 48 hours, which I'll be the first to tell you, going through everything myself, it makes everything a whole lot easier when you get that. When you have that money walking into the funeral home, there's just really no other way to say it. That's good. I guarantee you all that, because every company we do work with is accredited. A-plus with the Better Business Bureau. They sound pretty good so far.
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Okay. I'm glad. I'm glad. So, Gary, now that you've told me a lot about yourself and why this is important to you, what I want to do now is just take some time to ask you some health questions. Whenever you look at life insurance.
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Or policies that.
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Pay for those final expenses, you always want to be asked health questions because it allows you to get the best plan with the best rates. So, okay, I've been doing this a little while now. I'm not going to need to read every question off of every application. I know what company will be best by asking a few general ones. That sounds fair enough.
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Okay. So, Gary, tell me, I have you here as.
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January the 7th of.
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42. That makes.
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You the young age of.
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