Call Review 3/30/23

Watch the Full Video Here: Call Review 3/30/23

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This is already better. The first one I just did that was kind of all over the place. But this she's going immediately into confirming information that's really important just so that you get that out there so they can trust you a little bit and at least let you continue.

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Okay, good. Can you pronounce your first name? I don't want to mess that up.

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Good. My first step is Gill.

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Okay. Thank you. And that is Gill alum.

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Yes.

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Wonderful

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name is Gary.

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Yes.

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Okay.

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Yes.

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Perfect.

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And I have your address as 845.

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Northwest 200 Street. Yes. Miami Gardens, Florida. 33169.

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Yeah.

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Perfect. And this is the best number to reach you at (561) 666-0307.

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Yes.

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Oh, perfect. And I have your date of birth as April 12th, 1977. Yes. Yes. And were you also born in here in Florida?

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Yes.

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Oh, perfect. Nice. Nice.

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My mother was born in Daytona.

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Yes.

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Nice. And let's see, are you still looking.

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For about 10,000 in.

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Coverage?

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Yes.

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I'm yes.

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Perfect. Okay. And I have that.

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Your daughter would be the beneficiary?

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Yeah, it's my son.

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Oh, your son. Okay.

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And what's his.

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Name?

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Our blessing.

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Bless them. Yes. Also ushering brand new.

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Okay. And the same last.

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Name as you.

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Yes, Perfect.

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They're very good. We're going through confirming all the information.

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Okay. And are you a smoker?

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No.

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Perfect.

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What is your height and weight, approximately?

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My width.

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Height and weight.

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Approximately one, two.

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Five, five, five and one total.

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Okay. Five, five. Perfect. You're in really good shape, huh?

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Okay, so I don't like the one thing here. Here is we're kind of just going into health questions with no reason. Giving them no reason to why you're asking these questions. It might have been a follow up from another agent. Obviously, if they wrote notes and qualified them, then use that, but it doesn't look like they did here. So you want to always at least like there's so many reasons why the script is in place, but this is the main reason. You tell them that? So that way when they start asking answering these health questions, they can actually give you answers that actually make sense.

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Like Nicky, correct me if I'm wrong, but if you don't tell them why they ask questions, if you just say, Hey, babe. Bob, how's everything going out there in Vero Beach? Oh, great. Okay. Well, yeah, we're going to look at life insurance Now I'm going to ask you some health questions so you know, what's your height and weight?

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If you do it like that, you're going to have a harder time. So you want to tell them it really does work. Like, all right, now that you've told me a lot about yourself, like you have, like we've skipped the beneficiary information. Like what the goal of the policy is. You know, if we didn't skip it, it was so quick that I barely didn't register. Nicky, did you hear it at all?

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Uh, no. I think she was a little bit off scripted there.

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Okay. Because, yeah, I mean, if they're like, we have to give them reasons for everything we're doing, just, you know, that's the generation we're in nowadays. Like, so whenever you look at life insurance or policies that pay for final expenses, you always want to be asked health questions because it does allow you to get a better plan and a better rate.

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Right. And getting them to agreeing to the insurance.

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Um.

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Yeah. And of course actually going into a presentation.

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Yeah. Because that's the main thing we like are the.

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What sets it off and allows you to actually present. It's not really verifying the info like you're presenting when you start asking, when you start telling them this stuff. First, in your life services. We work with many companies, but there's no reason to say this stuff. If there's no reason, if they can't give you a reason for the policy.

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So that's really what I'm getting at. Like if don't have that and then there and then there's no reason for the health questions now. Need a reason for that now. Need a reason for to get there. Banking. I need a reason for them to not want term coverage and want like AARP or globe life. I need to find the right company. Then I need a reason to tell them, you know, which policy to pick or if they pick it. So it's always it's just systematic guys. We want to be very systematic with everything we're doing. All it is, is a straight line. You're just leading them down the down the road there.

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All right. Let's continue this.

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Yeah.

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And who is.

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Your primary care doctor or little hospital that you would go to if you get sick?

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Oh, I'll go. Jackson. Jackson. Jackson.

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South

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Jackson South. Yes.

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Okay. Perfect. Miami Garden.

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He's on Miami. Miami Gardens.

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Perfect. Okay. And let's see.

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I'm sure that there was coming.

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Over.

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Here.

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Okay, So now I'm just.

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Going to go over some health questions with you that are on the application. Everyone is asked the same questions. There's no right or wrong answers. But the more information you give me about your health, the better I am to.

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Okay, So she came back around to it. So you were she was just getting like super basic info. But I would I would move that stuff, even that basic info to all of it being health qualifications like doctor's name, height and weight, all that stuff is part of health. So you might as well do that in one block, not not get some info and then decide that, you know, now we're going to ask the health questions because it should all be like, this is where I tell you about, you know, the benefits. This is where we do the health questions. This is where you give me the banking. So very systemized all the way down.

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Put you in the best plan that's going to give you the best options for you.

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Yes.

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Okay, great.

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So have you ever.

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Had a heart attack, congestive.

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Failure or any other heart disease?

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No.

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No, Perfect.

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I don't have an engine that was out.

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With Parkinson's or or muscular disease.

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I'm skipping through the health question a little bit. Oh.

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Okay. And what about.

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It does look like you're reading them verbatim, which is good. If you're new and you don't, you can't shorten it, then definitely read them. It's better to be right as far as qualifying underwriting than doing it fancy.

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Uh, any chronic illness or hepatitis?

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No.

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And what? Any diabetes?

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No.

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And have you had coronavirus.

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In the last three years?