🔑 MAJOR KEY - YOU ARE THEIR FINANCIAL DOCTOR, NOT THEIR BUDDY. TREAT THEM LIKE YOUR DOCTOR TREATS YOU — VERY MATTER OF FACT. DON’T GET FRIEND ZONED!

PRE-CALL AFFIRMATIONS

1. CONNECTION

INTRO

Hey NAME?

(Let them respond)

Hey NAME it’s just YOUR NAME. I just had a second here to get back to you…

I got the request you put in online about a month or so ago with a company called Ethos…about possibly looking at different life insurance options…

Were you looking for something specific, or just exploring your options?

(Let them respond)

• IF LOOKING FOR LOVED ONE

COMMON OBJECTIONS

• I ALREADY GOT THAT TAKEN CARE OF / ALREADY GOT ONE
• I DON’T HAVE TIME RIGHT NOW
• HOW DID YOU GET MY INFO?
• IT WAS TOO EXPENSIVE / I CAN’T AFFORD IT
• I GOT ONE THROUGH WORK
• I’M NOT INTERESTED / IT WASN’T ME