Lead Phone Number To Attach The File

List all health and medications here:

What is your current height?

And on a good day, how much do you weigh?

Are you still working or do you qualify for Disability, Social Security, or a Pension?

Do you use any type of tobbacco products or have you in the last 24 months?

Perfect. Now I'm gonna look for any type of discounts you might qualify for. Does anyone at your address currently have a life insurance policy or is anyone there actively looking for one?

Do you have an active relationship with a Major Bank or Credit Union or do you just use the direct express card or a prepaid like Chime or Metabank?

What do you have that would be left behind for your family that can act like a type of life insurance? 401(k)s, 403(b)s, 457 stock, CDs, anything like that?

Have you or are you currently serving in the military?

Do you have a relationship or are you currently using a Medicare Advantage plan like Aetna, Humana, or United Healthcare, or do you just have Original Medicare?

Are you transfering this to a Senior Broker?

Yes

Type Of Policy:

Monthly Premium Selected

Which carrier are we applying for?

Address

Street Address

City

State

Postal Code

What state were you born in?

Do you have a valid license? License Number / State / Expiration

Beneficiaries / Birthdays / Relationship / Percentages

Dr. Info (Name, Address, Phone, Last Visit)

Date of birth

So the carrier can match your medical records, what is your social?

The process will take a couple days to get approved, so the soonest we could possibly get the coverage started is (2-days out) Now most of the time my clients want to get this started as soon as possible, but sometimes we need to wait until the the 1st, 3rd or a specific Wednesay so they have the funds in their account. Do you want to get this started as soon a we get you an approval or is there a specific day for you?

Now for each additional premium to be drafted, which day works best for you? (Social Security draft date if they are collecting SS or SSDI)

Ok, so we will set that up for the( _______) of every month. Just to confirm we are going to have that set up with your (Bank They Told You Earlier

Bank Name

Now is that set up as a checking or savings account?

Ok, and you opened that is the state of (state) as well right? It looks like a lot of our clients in (state) are using them as well so the routing information pops up on my end, can you just confirm it matches what you have?

Ok and what was the account number you have for that account?

(If you get a rebuttal on giving you the banking info, reassure them with the following)

No money is required upfront for the application, they just need to have it on file to submit the application. The only time any money will be withdrawn from your account is when you accept the insurance company's offer with your formal authorization. I am hoping to get by the (draft date), that is when you wanted the policy to start correct?

For Term and Advanced Market sales, get the following information.

Name of their employer

Current Occupation

Status of Parents (Living or Deceased, Reason, Age)

Total Houshold Assets

Total Annual Hosehold Income