16. Gaining Agreement [Script] Flashcards

1
Q

1. Confirm They Like the Plan

A

Now based on the benefits that you qualify for, do you feel like this may be the typoe of program you’re looking for?

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2
Q

2. Confirm They’re the Decision Maker

A

And just to confirm, you don’t need anybody else to help you make financial decisions for you, like a guardian, or maybe someone who has a power of attorney over you? Because I can’t help you today if that’s the case…

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3
Q

3. Speak to My Kids - Who’s Paying?

A

Oh I totally understand, and I want them to be involved in this decision.
Are they paying for this policy?

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4
Q

4. Speak to My Kids - Kids Don’t Want to Talk About It

A

Well they’re not gonna want to talk about you dying anyways - if my parents NEEDED me to cover their final expenses, of course I could SCRAPE together the ash and pay it back OVER TIME - but would it help me, if my parents had something to pay for it all? You bet!

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5
Q

5. Speak to My Kids - Whose Responsibility?

A

It really comes down to this NAME, do you feel YOU should be responsible for YOUR final expenses, or do you think it should FALL on BENEFICIARY?

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