This is Jason, and I am a supervisor here. How are you doing today? (Pause)
Before we continue, let me first confirm a few things with you:

What is your full name? (Pause)
How old are you again? (Must be 45 to 80) (Pause)
What is your date of birth? (Must be able to answer quickly)
In what City and State do you live again? (Must be a me to answer quickly)

Great, thank you!

>>>>>>>>>>>>>>>>>>>>
For qualification purposes, I need to ask a few health questions, ok?

1. In the last 2 years, did You have Any Kind of Major Health Issue Like Heart Attack ,STROKE , CANCER or Have you been diagnosed with dementia or Alzheimer’s? (Must say no)

2. Have you ever been diagnosed with, or treated for AIDS or HIV, or have you had an organ transplant? (Must say no)

3. Has a doctor ever prescribed medication To Help With Memory? (Must say no)

4. Are you currently hospitalized or confined to a nursing home or assisted living facility? (Must say no)
And for billing purposes, do you have an Active checking or savings account? (Must say yes)

5.Great! If you decide to move forward with your final expense plan today, for billing purposes, do you have your account information handy? (Must say yes)

6. Just to confirm, Are You able to make Your Own Financial Decisions without the help of another adult? (Must say yes)

Thank you for all that. You’ve been awesome!

So that’s all the information I needed to verify! Our licensed broker, (Agent’s Name), who lives in (Agent’s State), works with all major insurance companies and he/she will be able to give you a customized final expense insurance quote, today, right on the phone. Awesome, right?

a. Do you have 15-20 minutes to talk to him/her? (Must say yes)

>For compliance purposes on our recorded line, I am transferring this call even if your number is on the National Do Not Call List. Are you OK with that? (Must say yes)

Great! Just a quick final question while I am getting him on the line, since we are talking about final expense plans today, are you leaning more towards cremation or traditional burial more at this time? (Whatever they say, just reply: Got you, thanks for sharing!)

Let’s get (Agent’s name), our licensed insurance broker, on the line with us so you can learn more about the final expense plans in your State that you might QUALIFY for.

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Information we want for the warm transfer:
Client’s Full Name (First and Last)
State
Age
Cremation, Traditional Burial, or Undecided