✅ Send benefits & close presentation in Hppro
✅ Send plus lead texts
✅ Resolve lead in mobile planet
✅ Call all plus leads collected
✅ Dustin Venekamp Review Sheet
✅ Send benefits & close presentation in Hppro
✅ Send plus lead texts
✅ Upload sale in EAPP — “Upload to IMPACT” button
✅ Add client’s number to your phone
✅ Add client and sale to Lead Tracker
✅ Resolve lead in mobile planet
✅ Send post-sale text
✅ Call all plus leads collected
✅ Download documents and email client
✅ Dustin Venekamp Review Sheet
✅ Next day call back
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SUBJECT LINE: Your Policy & Protection at a Glance
Hi (name),
Congratulations again! Below is a review of your current coverage. I encourage saving your virtual enrollment folder in the email sent post-meeting. You will also receive a hard copy in the mail in 6-8 weeks. When that happens, shoot me a text or call - You will be able to set up your online portal.
Freedom of Choice Certificate: Accidental Death Benefit: Income Protection: Terminal Illness Rider:
Freedom of Choice: Your Whole Life policy. Pays out immediately for any cause of death. There is no waiting period or fine print. Valid at any funeral home in the country. Builds cash value that is viewable in your online portal. No matter any health issues or changes - this is permanent and secure for you and your family.
Accidental: When a person dies young during their working years, it is usually due to some kind of unexpected accident. Many families are not prepared for this, so with this program, If you die due to an accident, your family will receive that additional amount to help cover any debts or assets that need to be paid off.
Income Protection: Let's say you die tomorrow from a car accident or have a heart attack, obviously your paychecks don’t continue to come in and support your family. So what they provide for our members is a paycheck protection so that when you pass away, your family will continue to receive your paycheck each month for at least 6 months. So that the bills are fully paid, food stays on the table, and a roof stays over their heads. This can also be paid out in a lump sum.
Terminal Illness Rider: If diagnosed with a terminal illness, you receive half your coverage while alive, after you pass away your family receives the rest.
THE MOST IMPORTANT PART is that these benefits are guaranteed and non-cancellable by the company which means no matter what happens after today to your age, health, or habits no one can ever take this away from you. Meaning the company will not re-rate you or cancel this. Benefits Recap
MAKE SURE TO PRINT OFF YOUR FREEDOM OF CHOICE CERTIFICATE LOCATED IN YOUR POLICY SERVICE FOLDER:
Please never hesitate to reach out with any further questions about your benefits or your loved ones' access. Download your email sent from the company that has each of the no cost documents activated.
I will be prioritizing your beneficiaries and veterans sponsored first but will do my best to find time for all the folks you wanted to share access with. Communication is key for making that happen, please give them a heads up who I am and what you were able to set up for their family.
If anyone else from the company ever reaches out about your policy down the road usually around the 6 month mark etc - Let them know you work directly with your veteran insurance representative (Your name) - already.
I will always be the first informed with any updates and notifications with your protection and status!
</aside>
<aside>
SUBJECT LINE: Your Policy & Protection at a Glance
Hi (name),
Congratulations again! Below is a review of your current coverage. Your applications will be submitted on a TRIAL BASIS. No initial premiums will take place. A decision will take place within 4 to 6 weeks of submission. Your policy will either be APPROVED, DECLINED, OR RATED. Once received, we will discuss your options. I encourage saving your virtual enrollment folder in the email sent post meeting.
Freedom of Choice Certificate: Accidental Death Benefit: Income Protection: Terminal Illness Rider:
Freedom of Choice: Your Whole Life policy. Pays out immediately for any cause of death. There is no waiting period or fine print. Valid at any funeral home in the country. Builds cash value that is viewable in your online portal. No matter any health issues or changes - this is permanent and secure for you and your family.
Accidental: When a person dies young during their working years, it is usually due to some kind of unexpected accident. Many families are not prepared for this, so with this program, If you die due to an accident, your family will receive that additional amount to help cover any debts or assets that need to be paid off.
Income Protection: Let's say you die tomorrow from a car accident or have a heart attack, obviously your paychecks don’t continue to come in and support your family. So what they provide for our members is a paycheck protection so that when you pass away, your family will continue to receive your paycheck each month for at least 6 months. So that the bills are fully paid, food stays on the table, and a roof stays over their heads. This can also be paid out in a lump sum.
Terminal Illness Rider: If diagnosed with a terminal illness, you receive half your coverage while alive, after you pass away your family receives the rest.
THE MOST IMPORTANT PART is that these benefits are guaranteed and non-cancellable by the company which means no matter what happens after today to your age, health, or habits no one can ever take this away from you. Meaning the company will not re-rate you or cancel this. Benefits Recap
MAKE SURE TO PRINT OFF YOUR FREEDOM OF CHOICE CERTIFICATE LOCATED IN YOUR POLICY SERVICE FOLDER:
Please never hesitate to reach out with any further questions about your benefits or your loved ones' access. Download your email sent from the company that has each of the no cost documents activated.
I will be prioritizing your beneficiaries and veterans sponsored first but will do my best to find time for all the folks you wanted to share access with. Communication is key for making that happen, please give them a heads up who I am and what you were able to set up for their family.
If anyone else from the company ever reaches out about your policy down the road usually around the 6 month mark etc - Let them know you work directly with your veteran insurance representative (Your name) - already.
I will always be the first informed with any updates and notifications with your protection and status!
</aside>