Senior Life + Technology . . .

[chasejordan1]

Thanks for the endorsement.

You deserve it, I have talked with you several times you are a stand up guy and know your stuff.

 

[NSRH]

The presentation is usually 30-45 min. If Ms. Jones picks a plan then you do a recording following a script that takes about 4-5 min. After the recording is finished you cut it off and you do a "warm down", review her policy, chat for a few min about anything. When you hang up you click "submit" on your ipad and everything is sent to the home office.

When asking for referrals say "Ms. Betty, who else in your family, or friend, or neighbor might like to get this same information on how they can get their casket, vault, and monument locked in for $3500 for the rest of their life? This will get you more referrals than asking "who do you know that might need some insurance"?

Whats a "warm down"?

 

[shonceman]

Whats a "warm down"?

"Cuddling"

 

[Todd King]

So their rates to get full comp would be the FEX rate +$3/month, right?

Or, you could sell them Trans or Mutual and give them Legacy Safeguard for free. The agent and the client will come out better for it. Actually, an agent doesn't even have to sell Trans or Mutual to give away Legacy Safeguard, but don't tell Tom, it'll confuse him!

Now watch someone come back and tell us how Legacy Safeguard isn't as good. But since 99% of the clients don't use the program no matter what it is, either of the programs aren't very justifiable....especially when you have to pay for it.

 

[myinsurebiz]

Or, you could sell them Trans or Mutual and give them Legacy Safeguard for free. The agent and the client will come out better for it. Actually, an agent doesn't even have to sell Trans or Mutual to give away Legacy Safeguard, but don't tell Tom, it'll confuse him!

Legacy Safeguard provides no value to lock in discounted prices for burial products at today's rates for tomorrow's use.

But nice of you to share this - cool benefit to give away to non SL clients.

 

[shonceman]

Or, you could sell them Trans or Mutual and give them Legacy Safeguard for free. The agent and the client will come out better for it. Actually, an agent doesn't even have to sell Trans or Mutual to give away Legacy Safeguard, but don't tell Tom, it'll confuse him!

Now watch someone come back and tell us how Legacy Safeguard isn't as good. But since 99% of the clients don't use the program no matter what it is, either of the programs aren't very justifiable....especially when you have to pay for it.

i wonder why SL doesn"t just make it a value added service. They're not too concerned about having the lowest rate, so raise the rate a little, then offer it "at no added cost".

 

[myinsurebiz]

i wonder why SL doesn"t just make it a value added service. They're not too concerned about having the lowest rate, so raise the rate a little, then offer it "at no added cost".

By law they have to keep the two companies separated is my understanding . . .

 

[shonceman]

By law they have to keep the two companies separated is my understanding . . .

If that's true, then shouldn't the agents get in trouble for bundling?

 

[theinsuranceman]

If that's true, then shouldn't the agents get in trouble for bundling?

No. I'm an agent for SL and an advocate for Legacy-Assurance. They are 2 separate entities and I represent both.

I guess you could look at it as if I deliver pizzas for Dominos and I'm also a cashier at the grocery store that sells frozen pizza.

 

[theinsuranceman]

Or, you could sell them Trans or Mutual and give them Legacy Safeguard for free. The agent and the client will come out better for it. Actually, an agent doesn't even have to sell Trans or Mutual to give away Legacy Safeguard, but don't tell Tom, it'll confuse him!

Now watch someone come back and tell us how Legacy Safeguard isn't as good. But since 99% of the clients don't use the program no matter what it is, either of the programs aren't very justifiable....especially when you have to pay for it.

I googled Legacy Safeguard and it looks like Lincoln Heritage's Funeral Consumer Guardian Service plan. Legacy Safeguard doesn't lock the price of a casket, vault, and monument into place for $3500 for the rest of the proposed insured's life. Legacy-Assurance does though.

What did I miss?