So, looking at your list of alerts, what would you say are your top priorities that you for sure want to get done?
OK, I’m going to put stars next to those, indicating those are your top priorities.
My professional commitment to you is that I will have those set up for you within the next 48 hours.
I don't want you worrying about these anymore. If they are a priority for you, then they are a priority for me.
Will you hold me accountable to get those taken care of for you right away?
Perfect! When we get done, I will just have a few more questions to start putting those together for you.
Add other priorities (besides life insurance) and pick up the statements...
*Examples: ROLLOVER*
Now on the rollover, you said it was $175,000 and that it had not been looked at in 10 years...
What I’ll do is ask you to either print me off a statement real quick or just email me the .pdf, but we will go over to the computer and get that done before we get out of here today, ok?
(If you are on a Zoom call, **DO IT NOW!!!**)
Example: SAVINGS
Now I’m looking at my notes as well and see that from the checking account, you said you wanted to put at least $30,000 of it into an account that earns a little more, correct?
Okay, can I put that on the priority list as well?
Transition to Life Insurance if not a priority yet...
Before we wrap up, if I may, can I make a suggestion?
Back on the life insurance...
Setting up the college funds and the IRAs and doing investments are the fun and exciting parts of all of this, but if you don’t have enough life insurance and something happens to you, all of that will be wiped out.
It’s really the foundation of the plan.
With your permission, I’m going to make it a priority to at least EXPLORE IT FURTHER and have you tell me exactly how much you really need, OK?
Follow Scripting In BD Assist
Transition to Mobile Fna
Can I make a recommendation?
My recommendation is that we look at the 2 most important financial numbers in your life which is your Financial Independence number - that's the amount of money you need saved to quit working one day.
As well as your Income Protection Number which is the proper amount of life insurance you would need to properly protect your family, which is the foundation of your financial house.
So I am briefly going to show you how simple this is, it is called a mobile FNA
*(Transition to Mobile FNA Guide)*
