Needs Analysis from Med Supps to Final Expense

Jul 26, 2015

  1. Justin Bilyj
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    Justin Bilyj Guru

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    Anyone here have a good needs analysis sheet to help pivot from a Medicare Supplement sales to final expense (or other dental/vision/cancer/hospital indemnity plans)?
    Anyone have any good transitional phrases, after a Medigap appointment (if they don't buy)?
    Up until now I haven't really tried to cross-sell someone that didn't take a medicare supplement app due to; early shopping before IEP, having an MA plan, or not sure what they sent away the card to begin with and I would like to leverage my time while I am there on the appointment.
    Appreciate any contributions!
     
  2. senior-advisor-indiana
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    senior-advisor-indiana Guru

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    Yo, are you still paying for your burial plan?...
     
  3. sman
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    That seems a little complicated. Do you have any easier ideas?
     
    sman, Jul 26, 2015
    #3
  4. smokin goose
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  5. senior-advisor-indiana
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    You could always just copy/paste their signature on a life app. I would use one that doesn't require a PHI though...
     
  6. Glen Shelton
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    ROFL ...

    Finally some sound advice!
     
  7. jlallgier
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    jlallgier Super Genius

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    Here is a generic one Medico put out about a year ago.
     
    Last edited: May 3, 2016
  8. insuranceconceptscindy
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    That's a very simple assessment form. Do you fill it out or have the client fill it out?
    I've never been good with these. I can't get the timing right. If I send it to them prior to the appointment, they don't do it. Making them do it while I sit and watch is uncomfortable.
    How do you guys use them?
     
  9. Justin Bilyj
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    I started to redo this one with some better questions, but it seems to be: do you have this type of insurance? Can you cope with X consequence?
    I too haven't been good at doing fact finders that cover multiple areas, and be able to address them in one appointment.

    Just trying to figure out the pivot phraseology that is more smoother than Indiana's script above (I heard he's qualifying for a trip this year...its a stewardess position for plane that carries the top earners, but he still get's to go!).
     
  10. insuranceconceptscindy
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    Hopefully he will be able to mix our drinks right! Good help is hard to find. . .:D
     
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