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In the begining of the fact finding, i'll talk/ask about how health care/meds are expensive...especially when you just on a fixed income.
Help them solve their problems. As long as its in their best interest.
Ask them what their primary concern is...
Bank account objection; I dont have much advice. I know agents that have successfully taken the prospect to the bank and helped them get an account. Personally i have not been able to get that far, they usually wont have enough money to open an account and make the payment. (some social security checks are still mailed to the house)
If they say they are over 85, I go for referrals.
Help them solve their problems. As long as its in their best interest.
Ask them what their primary concern is...
Bank account objection; I dont have much advice. I know agents that have successfully taken the prospect to the bank and helped them get an account. Personally i have not been able to get that far, they usually wont have enough money to open an account and make the payment. (some social security checks are still mailed to the house)
If they say they are over 85, I go for referrals.
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