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Preset Appointment Opening Script:

Hi there! My name is (Your Name) and I'm calling from (Your Company).  I see that we have an appointment set, and I just need to verify the information I have listed here.  (Don't Pause) I see here that you are in City/State, is that correct?  You also listed your phone number as XXX-XXX-XXXX, correct?  Ok good!
-Verify anything else of importance that your lead may have listed.

Now (Name), the process is extremely simple.  My job is just to ask a few basic questions and then find the best solution for your needs.  Were you looking to receive information for just yourself, or you and another loved one?  (If they mention another loved one, you will want to remember this when you move forward.  If that person is not there, you will want to just keep their interest on THEM getting a policy first and taking care of the other person's policy at a later time.)

Ok great!  I will be able to get that information to you today and find the best solution. 

Objection: Looking to receive information about what?
The information you requested was about the new State Regulated plans for Final Expense coverage that helps people even if they already have coverage!  So, were you needing this information just for yourself, or you and another loved one?

Objection: I already have that taken care of! 
That is perfectly fine!  The information actually benefits people MORE if they already have something in place.  And my job is just to go over that with you, I don't collect any money!  So, were you needing information just for yourself or you and another loved one?

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Filling out this form is the slowest process for speaking with us.  Due to a high number of requests each day, we can not get to these forms quick enough.  It is best to take the time to click the page above (Face to Face or Telesales) and follow the steps on those pages!

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