Life Insurance Script - "Investing in Peace"

1. Introduction Script: Agent: Good [morning/afternoon/evening], [Client's Name]. My name is [Your Name], and I'm a licensed life insurance agent. How are you today?

2. Initial Engagement Script: Agent: [Client's Name], I understand that planning for the future can be a bit overwhelming. That's why I'm here to help. Can you tell me a bit about your current financial situation and your goals for the future?

3. Needs Assessment Script: Agent: To better assist you, I'd like to ask a few questions. What are your primary reasons for considering life insurance, and what are your financial obligations or concerns that you'd like to address?

4. Education and Information Script: Agent: Life insurance can serve multiple purposes. It can provide financial security to your loved ones in case of your passing, help pay off debts, cover funeral expenses, and even serve as an investment or savings tool. I'd like to explain the different types of life insurance policies available and how they can benefit you.

5. Policy Recommendations Script: Agent: Based on your needs and goals, I would recommend a [term/permanent] life insurance policy. Here's why I believe it would be a good fit for you...

6. Pricing and Premiums Script: Agent: The cost of your life insurance policy depends on several factors, such as your age, health, and the coverage amount. I can provide you with a customized quote that suits your budget. Let's go over the premium options.

7. Addressing Objections Script: Agent: I understand that you may have concerns or questions. What specifically is holding you back, or are there any objections you'd like to discuss?

8. Closing the Sale Script: Agent: [Client's Name], I truly believe that having the right life insurance policy can bring peace of mind and protect your loved ones. Are you ready to take the next step in securing your financial future with the policy we've discussed today?

9. Follow-Up Script: Agent: Whether you're ready to move forward now or need some more time to think about it, I'm here to answer any additional questions or address any concerns you may have. What's the best way for me to follow up with you?

10. Thank You Script: Agent: Thank you for considering me as your trusted life insurance advisor, [Client's Name]. I look forward to assisting you in making the right decision for your future.

Remember to maintain a friendly and empathetic tone, actively listen to your client's needs, and be prepared to adapt the script as the conversation unfolds. Building rapport and trust with your clients is essential in the insurance industry.