At Legacy Financial, we understand that navigating the world of life insurance can be daunting, especially when many agents are new or lack proper guidance. Our mission is to transform this experience by offering unparalleled expertise, a wide range of top-tier products, and competitive pricing.
We are committed to providing our clients with a seamless and informed journey through the complexities of life insurance. Our dedicated team of seasoned professionals is here to offer personalized solutions tailored to your unique needs and financial goals. By leveraging our extensive industry knowledge and maintaining strong relationships with leading insurance providers, we ensure you have access to the best options available.
Our promise is to deliver exceptional service, transparency, and trust. We believe in empowering our clients with the information and support they need to make confident decisions about their future. Whether you are seeking to protect your family, secure your assets, or plan for retirement, Legacy Financial is your trusted partner in safeguarding your legacy.
Together, we strive to redefine the standards of excellence in the life insurance industry, providing you with the peace of mind that comes from knowing you are in capable and caring hands.
Legacy Financial – Protecting What Matters Most.
Hey is this ______?
(Client response)
Great, this is ______, with Legacy Financial, how’s it going?
(Client response)
Yeah, you wanted us to give you a call with your info/quotes, looks like it was on facebook at (refer to time on lead) and this is your email right (say email listed)? Ok great, well this takes 2 minutes, just need to figure out what you want and get you some info, you put down, (refer to info on lead ex. 500k, 30 year term) is this correct?
(Client response)
Alright, so have you gotten life insurance before/been through the process?
(Client response)
Great before I get your prices, do you know what Legacy Financial does for you?
(Client response)
(Company Story) These days everyone is trying to price shop on their own, which is dangerous…There’s too many different types of insurance policies for people to shop alone and most agents out there are fairly new. Our agents are all experienced and trained to help you figure out how much coverage and what type of policy will protect you and your family best. Then we shop it with ALL of the top carriers to find the best rate, then help you get approved. After approval you have 30 days to review and adjust your policy with our help, sound good?
(Client response)
Do you know the different kinds of life insurance (Term/WL)?
(Client response- if no, then explain)
Which one sounds right for you?
(Client response)
Great, now I just need to ask a few health questions and we can see which company will give you the best rate!
Health Questions- If client says yes to any of the below- make sure to ask about medications, when they were diagnosed with it, and any other relative information.
Now, let’s say you don’t come home tomorrow… will your family members be able to handle the expenses?
(Client response)
Oh no! Ok just to make sure is _________ your email? Yes? Weird…
And you live in ______? Again weird…
Were you looking at getting quotes on life insurance you just don’t want to buy any? Yes? Ah i see…that’s exactly what we do, i’m actually an underwriter not a sales person so worries…*proceed with health questions then get upline on the phone*
Oh no problem, that makes my job easier!…Either way since we got the request I just need to make sure you got your info then we can take you off the list. So real quick…
-Is this coverage you got since (mention time you got the lead)? No? Oh so you’ve had a policy…were you only looking to make sure you had a good rate? Yes? Perfect…that’s what we’re here for, and I’m just an underwriter so no ones going to try and sell you anything.
*proceed with health questions then get upline on the phone*
No problem..did I catch you at work? Driving? My apologies, give me about 10 seconds and we can find you a better time.
Ok great and I have my schedule up, our initial call usually only takes a few minutes then we can get you your quotes and options. (make sure whatever time they choose is really going to work for them).
No problem..would you be more comfortable with your spouse? My apologies, give me 10 seconds and we can find you a better time.
Ok great and I have my schedule up, our initial call usually only takes a few minutes then we can get you your quotes and options. (make sure whatever time they choose is really going to work for them).
