Mortgage Protection Phone Script - In Person

Hi, is _________ there?  Hi, _____________, this is _____________ from Mortgage Protection Center and I’m calling about the recent response you sent back about getting some mortgage protection for your home.  Do you remember sending that back?

Great, if I could just verify some of this information really quick:

Now this is a plan to protect your home in case of a premature death or disability, is that correct?

I show here that your mortgage balance is ___________________.

Is that a 15 year or 30 year loan?

What is your monthly mortgage payment?

I show your date of birth as ____________________ and your wife’s date of birth as _________________ is that correct?

And your address is _____________________

When you and your wife were thinking about this protection, were you looking to cover just yourself or did you want to see the options for both you and your wife?

Are both of you in good health?  Have you or your wife had any major surgeries?  Are you currently taking any medications?  Any diabetes, high blood pressure or high cholesterol?

Do you or your wife use any nicotine products?  If no, oh good, that will save you at least 50%!

I don’t know if you remember exactly what the letter said, but there are a lot of different options available.  The best thing to do in this situation is to visit with the both of you and go over the different options available and let you be the judge of what you want to look at. What normally works better for you and your spouse during the daytimes or evenings? OK I’m going to be out in your area this __________ and ___________ visiting with some of your neighbors.  Which one of those nights are better for you?  O.K. I have a time open for ____ or ____.  Which time do you prefer?

Great (name) do you keep a calendar in the house?  Can you write something down for me really quick? My name is ____________ and that will be for ___________ night at ____pm.  

Coming from the Anaheim area what is the best way to get to your home?  

Well __________ I’m looking forward to meeting with you ____________ night.