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Inbound TV Lead:
Hey (Client Name), my name is __________. It looks like you are in the state of ___, correct? Perfect! (Try to say something about the state, how you've visited there, ask how long they have lived there, etc. Any rapport right in the beginning can really help you close deals!)
(Client Name), it looks like you are requesting some information on State Regulated Final Expense Life Insurance Plans. I can get you that information very easily today. Are you wanting the information just for yourself, or you and another loved one? (If another person like a spouse, just verify that they are present. If it is someone like a sister, daughter, etc. that does not live with them, just agree and stick with finding THEM something. You can always set something up to help them cover the person not living there later.)
In order to get you the correct information, I just need to know if you have any MAJOR health conditions. I will read out a few to you, and you can let me know if any of these pertain to you.
ALZHEIMERS OR DEMENTIA
ORGAN TRANSPLANT
AIDS/HIV
CURRENT CANCER
CONFINED TO A NURSING HOME OR RECEIVING HOSPICE CARE
None of those? Great! We should be able to find some options for you!
From here, you can go into building rapport on the next page!
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