~ Social Media
~ Networking
(You could go straight into this conversation or if you hear someone talking about a new car, new home, college plans, thinking about retirement, etc etc, use that as a transition)
I just started working at a company where we have a team that specializes in helping people pay off their mortgage, set up a tax-free retirement, set up College Plans for kids and provide lifetime income for retirement.
Since I value our relationship, I wanted to see when you're open for a 10-minute call with one of the team members who could see what you qualify for.
They've help people pay off their mortgage in less than 10 years without refinancing or paying any extra on their monthly payment.
And when they get people set up for retirement, it's amazing how much they'll have access to that completely tax free.
Would later today or tomorrow be better for us to do a 3-way call with them? (book the appointment: www.fifreset.com)
Great! So I will give you a call at ___________ and we'll have quick 10-minute call with ________. Talk to you then!
~ No App Written
~ No Appointment Set
Just to let you know our company has rolled out several Advanced Market Solutions, like for debt elimination and retirement protection, and I think we may be able to help you out in different way as well.
Are you doing anything right now - or looking to do something soon - to get your mortgage/debts paid off faster?
On a scale of 1-5 how concerned are you about market losses or maybe even running out of money during retirement?
Based on our conversation, I think you may qualify for one of our Advanced Financial Solutions. This is a specialized team helps people pay off their debts/mortgage early, set up a tax-free retirement and help keep their retirement secure
Let’s schedule a 10-minute call with one of the Experts who can talk through your situation and see what you could qualify for.
Would later today or tomorrow be better for you? (book the appointment: www.fifreset.com)
Great! So I will give you a call at ___________ and we'll have quick 10-minute call with ________. Talk to you then!
~ Connecting with them
~ Setting an FIF Reset
Hey _______? Hey __________ this is _________, your agent with (insurance company name), calling regarding your Mortgage protection policy we wrote on you. How is everything? (Listen and take notes)
Well, the reason for my call is that a lot has changed since we met and our company has rolled out several Advanced Market Solutions, like for debt elimination and retirement protection, and I just wanted to see how we may be able to help you out in different ways.
Can I ask you a few questions to see if you would qualify for anything?
Do you still have any life insurance in effect?
If yes - When does it expire? Do you feel you have enough? If No - Are you wanting some help with it?
Are you currently contributing to a 401k or other type of retirement account?
Do you have an old 401(k) with a previous employer?
Have you experienced any market loss in in any of your retirement or investment accounts?
Are you doing anything right now - or looking to do something soon - to get your mortgage/debts paid off faster?
Based on our conversation, I think you may qualify for one of our Advanced Financial Solutions. This is a specialized team helps people pay off their debts/mortgage early, set up a tax-free retirement and help keep their retirement secure
Let’s schedule a 10-minute call with one of the Experts who can talk through your situation and see what you could qualify for.
Would later today or tomorrow be better for you? (book the appointment: www.fifreset.com)
Great! So I will give you a call at ___________ and we'll have quick 10-minute call with ________. Talk to you then!
You and your client will receive several appointment reminders
If your clients asks to Reschedule or Cancel, you will be made aware of these changes.
FIF Team Member calls you
You call the Client
You merge the calls
You introduce the Client and the FIF Team Member
Edify the FIF Team Member
"Hey, {Client Name}, this is Betsy (or whoever the FIF Team Member is). Betsy is one of our leading experts in the Advanced Markets Division.
She and her team have helped hundreds of families find financial freedom by eliminating their debt and helping protect their retirement.
Introduce the Client
"Betsy, this is Mr. and Mrs. Client. They live in State and I met with them {on this day with this outcome}.
I wanted them to meet with you because {the reason you booked a Discovery Call}.
So that why's I'm really excited that we were able to get them on your calendar, Betsy - I know you can help them and, Mr & Mrs. Client, you are in great hands!"
Allow the FIF Team Member to lead the rest of the Discovery Call