How To Better Protect Your Senior Clients Nest Egg During These Financially Trying Times: Download Appointment Setting Email Template
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The Covid-19 crisis has put many people in a financial bind scrambling to figure out how to pay their mortgage/rent, car, credit cards, food, health insurance and…their Life Insurance Premium.
Take the initiative as a true advisor to reach out to these clients and find out if Covid-19 has affected their income and ability to pay bills. Let them know that if they or any of their family members or friends are having financial difficulty that there is an option for those who qualify to get significant cash now by selling their life insurance policy.
Follow These Steps to Success…
- Identify candidates: age 75 or older or anyone facing a life-threatening illness.
- Send the virtual email sales script to candidates with the opportunity to call, email and book a meeting on your calendar.
- Call those who didn’t respond and ask if they received the email; if no answer, leave a voicemail regarding the email
- If you left a voicemail, forward your original email, mention the voicemail, and say there’s a way to get access to more cash if they can no longer afford their life insurance policy.
Now is your chance to provide your clients a solution to obtain significant cash to help offset the financial impact of Covid-19 and put a well-earned commission in your pocket. Don’t allow those clients who are struggling financially to surrender or let their policies lapse when there’s a better last resort option that helps them, and you, during these tough times.
PS: Don’t forget to ask your clients about other friends and family who could benefit – this is a great opportunity to truly prospect and open the door to new life settlement opportunities during this tough time.