Is This a Good Phone Script for the Free Living Will Idea?

[briko3]

I've been trying to think of ways to cold call with the free living will idea that Mark had. Any ideas or suggestions would be great.

Here's what I have so far:

Hi, may I please speak to Mr./Ms._______?

Mr./Ms._______, this is _____, I'm a local Financial advisor here in __________ and I'm going to be on your side of town all day Tuesday helping people with free living wills. Is that something you're interested in?



Any help is MUCH appreciated.
- - - - - - - - - - - - - - - - - -
Or maybe:

Hi, may I please speak to Mr./Ms._______?

Mr./Ms._______, this is _____, I'm a local Financial advisor here in __________ and I'm going to be on your side of town all day Tuesday helping people with free living wills. Is that something I can come by and help you out with, too?

 

[Franz Kafka]

If they show any kind of interest I would be upfront about what the "catch" is. We all get free offers all the time and we all know there's some kind of catch. So if you are upfront about what you want they would know exactly what they will be up against. Most will see the value when you are thoroughly honest IMO.

 

[Frank Stastny]

Are you a financial advisor? If you are an insurance agent I would let them know.

It sounds like you may be working the senior market. If so telling them you are a "financial advisor" is not going to get their interest. Talk to them about a product and offer the living will as a bonus regardless if they buy insurance from you, as in "with no obligation".

I would not say "I'm going to be on your side of town". That does not constitute an "appointment" if they agree. It makes it sound like you are canvasing a neighborhood as opposed to offering to help them personally.

They really don't care where you are going to be. Just because you are going to be there sounds like you are only willing to see them when it is convenient for you.

I would not ask them if it "Is that something you're interested in". What do you say to follow that if they say no? Do you just hang up?

If they do say "yes" then do you set a specific day and time? If not then count on a lot of people forgetting or changing their mind. They are going to figure that you are going to be there anyway so if they leave and are not at home it really doesn't matter. If you don't value your time enough to make a "real appointment" then they won't either.

You sound new to insurance. That is almost exactly what I was told to do to get an "appointment" when I first started selling insurance. Only what I was told to say was, "I'm going to be in your area on Thursday, can I drop off some valuable information about the changes in Medicare". It didn't work well then either.

It would help us if we knew what you are trying to sell.

 

[briko3]

I am a financial advisor, but the main things I make my money off of right now are LI and DI. I was planning on making an actual time/date appointment, but you guys are right in that they might feel like they can cancel since I'm "over there anyway".

So what do you think I should say that would be better?

 

[Bob_The_Insurance_Guy]

Hello, Mrs. Jones.

My name is Bob Levine. I'm an insurance agent, specializing in Life and Disability coverage. There is a Free Living Will offer I'd like to make you aware of - there's no obligation to purchase anything.

I was calling to set an appointment for this week. I can be there Tuesday at 10 a.m. and briefly go over the information with you.

Fair enough.

 

[jjjtrio]

Frank made a very good point. I think MarkinGriffin has some good info about living wills on his site.

 

[Frank Stastny]

Bob, I like your approach, very straight forward and to the point without being "pushy".

This is the only thing I would change. Where you say "I was calling to set an appointment for this week. I can be there Tuesday at 10 a.m. and briefly go over the information with you. I would change that slightly to say:

"I work by appointment only and I'm booked solid for Monday and Tuesday but I still have some times available for Wednesday and Thursday. Which one of those two days will work best for you?"

When they pick a day then ask if morning, afternoons or evenings will be the best time for them. Once they tell you say, "just a second while I check my calendar". Say they pick Thursday afternoon, you can then say that you have openings at 1:30, 2:15 and 4:45, or something like that.

If you give them a specific day and time you are available there is a good chance that it will not be convenient for them. But, by giving them a range of options this lets you narrow down the day and time in a professional manner.

Always keep in the back of your mind that you are calling them to provide a valuable service and you are making every effort to work them into your busy schedule and make it as convenient as possible for them.



This lets them know that you are not desperate to set the appointment and that you are a professional and value both your time and theirs.

 

[moonlightandmargaritas]

This lets them know that you are not desperate to set the appointment and that you are a professional and value both your time and theirs.

Seems to me that phone cold calling with the "free living will" idea is desperate - on it's face.

 

[Crabcake Johnny]

Can someone tell me what a "living" will is? Is there a scenario where I'd put a will together after I died?

 

[moonlightandmargaritas]

Can someone tell me what a "living" will is?

Advance health care directive - Wikipedia, the free encyclopedia

Is there a scenario where I'd put a will together after I died?

Now that I'd like to see...