🎧 New: AI-Generated Podcasts Turn your study notes into engaging audio conversations. Learn more

Final Expense Insurance Plan
15 Questions
0 Views

Final Expense Insurance Plan

Created by
@WellKnownWalrus

Podcast Beta

Play an AI-generated podcast conversation about this lesson

Questions and Answers

What is the main purpose of the call from Secure for Life?

  • To schedule a medical exam
  • To sell life insurance plans (correct)
  • To educate about funeral expenses
  • To discuss personal financial decisions
  • What is the age range for qualifying for the insurance plan?

  • 25-85 years old
  • 30-70 years old
  • 40-75 years old (correct)
  • 20-80 years old
  • What is the cost range of the insurance plan per month?

  • 15-30 Dollars
  • 30-60 Dollars (correct)
  • 50-80 Dollars
  • 20-40 Dollars
  • What information is needed when selecting a beneficiary?

    <p>Relationship to the policyholder</p> Signup and view all the answers

    Why does the agent ask about existing life insurance?

    <p>To determine eligibility for the new plan</p> Signup and view all the answers

    What is the purpose of the follow-up call from a licensed agent?

    <p>To educate more about the plan</p> Signup and view all the answers

    What is the primary goal of the initial call from Secure for Life?

    <p>To educate the customer about the insurance plan</p> Signup and view all the answers

    Why does the agent ask about the customer's current life insurance coverage?

    <p>To assess the customer's need for additional coverage</p> Signup and view all the answers

    What is the purpose of the recorded line notification?

    <p>For quality and control purposes</p> Signup and view all the answers

    What is the primary benefit of the insurance plan, according to the script?

    <p>It covers 100% of funeral expenses</p> Signup and view all the answers

    What is the expected response to the question about interest in the insurance plan?

    <p>Yes, I'm interested</p> Signup and view all the answers

    What is the primary reason for asking about the customer's beneficiary?

    <p>To determine the customer's relationship status</p> Signup and view all the answers

    What is the agent's expected response to the customer's existing life insurance coverage?

    <p>Ok, that's good, you've done some advanced planning</p> Signup and view all the answers

    What is the primary purpose of the follow-up call from the licensed agent?

    <p>To educate the customer more about the insurance plan</p> Signup and view all the answers

    What is the primary reason for asking about the customer's power of attorney?

    <p>To identify the person responsible for making financial decisions</p> Signup and view all the answers

    More Quizzes Like This

    Use Quizgecko on...
    Browser
    Browser