good evening welcome to final expense Tes sales my name is Dana niss today is going to be a super quick video I just wanted to bring you a testimonial that just came in that I wanted to share to really demonstrate the power of what the new agent and training program can provide new agents so here we go hi Dana I wanted to tell you that this afternoon I had a call back from Monday where the gentleman on Monday told me that he was very angry about how many people have been calling and he has asked
them to have his number removed from the list but they never do I told him that I would love to share with him what our company has to offer and at the end if he reminded me that I would remove him from the list he then shared that he had to go because he was at the doctors he asked me to call him on Wednesday I told him that I would send my business card and my picture of me so that he would recognize my number I thought it was an objection but I heard the
doctor walk in and he told the doctor something like what a nice lady when I called him I fully expected that he wouldn't pick up but he did and he shocked me that he remembered me he quickly said that he had to put off getting an insurance policy until his finances got better I told him that I totally understood I kept hearing you Dana saying get another minute my fear was that if I mentioned the $15 policy too soon I would lose him because I didn't have any Discovery and I never had a chance to
show him that I truly care he all of a sudden started telling me how he was in a car accident years ago and continued to share his personal issues in life I kept hearing you say in my head do not be the first one to say goodbye finally I was able to use our $15 a month policy to get his attention he was shocked because someone called him yesterday saying that cremation could cost over $4,000 Dana I know that you listen to our calls and I'm sure that I had a few bunders blunders but I
know that I will get better as I get more training and experience but that's not why I'm sharing this with you I wanted to tell you that Chris ended up being the manager that jumped on the call and I was blown away by how Chris mastered the objection of not wanting to give his bank account number to anyone because his bank told him to never give his bank account number to anyone because of scammers as a new agent I was amazed how he was able to get through all the objections of the bank number to
the very end in underwriting Dana I highly recommend that you share Chris's part in my sale in your training because I feel that I learned so much about facing the bank objection it was like watching a tennis game he had the perfect answer for each objection to giving his bank account numbers it was funny because Chris sent his card and I sent him pictures of my great one-year-old grandson with my husband and my C card along with my three Cavaliers to show that we were not scammers so thank you Barbara for sharing this wonderful testimonial
with me today and per your request I am going to be playing Chris's part of the call with you on how he helped collect that banking information yeah so we're not going to start anything MoneyWise like nothing's coming out of your account until next month on the 15th okay okay does that work yeah yeah okay and then we're going to keep it on the third Wednesday of every month so it'll be like floating so in February you know it be that third Wednesday March that third Wednesday okay perfect and then what's the name of the
financial institution that you use I go to uh greater Greater Nevada Credit year Greater Nevada Credit Union credit union gotcha let's see here we got a database um I can um we have a database here it should have your routing number I want to confirm it's the correct one so let me know when you when you've got that info okay let's see here [Music] okay go ahead oh that's not it I'm sorry no that's quite all right I I have I have so much paperwork ah what did I do with it there it is okay
so we have a we have a routing number of 321 28143 is that correct yeah okay perfect perfect and then what's your account uh my bank says don't give my account to anybody well how you going to pay for the insurance uh it'll be through a card yeah our our insurance company they um we had this big Fallout so we had a lot of people on cards right and people were losing their cards or they were getting new cards and they never called into the insurance company to update the the new month so then the
policies would end up lapsing and the clients wouldn't find out for weeks or months and then their insurance was no longer in place and we were just running into a lot of problems with it so our company said you know what for the benefit of the clients because we I mean the only way that Insurance works for you Bryant is if it's in place when you die so if it's not in place when you die then it's not there so since we were having a lot of problem with those cards our company just said nope
we're not doing that anymore we're only going to do uh routing and account numbers because this way it would ensure that the client's Insurance stays uh in place because if they lose a card or get stolen or replaced you know the the insurance is not going to change um so that's the way we do it now for our clients protection okay this is what I gotta does that make sense well yeah it does um now please understand excuse me please understand that um I have there are so many gimmicks out there today and uh one
I got I got totally screwed on and that was recently that's why I have a new uh banking account uh routing everything this is all all new even my card is new so what I need what I need to do is call my bank um I can't do it today but uh call my bank and give them your uh your name and your number and so they know that you guys are and I know that you guys are legit I'm not saying you're not Lin yeah Lincoln Heritage uh that that's why we sent you over
all that information um that that's exactly why we do it uh because we want you to feel comfortable so you know if you look on your phone you know you're going to see Barbara's business card it's got her name I can send you mine too it's got my uh here let me send you mine too that way it makes you feel more comfortable what's your phone number sir it is my cat is driving me nuts and then so I just said hi uhhuh so let me let me do it that way okay and that way
they're not going what the hell is this and I and and they know because they were really sweet to me and they take good care of me okay oh good good yeah absolutely so tell you what a lot of people like that uh makes them feel real comfortable is our interview process is real professional and I know you need this and I know it's important to you and um I have been screwed over by fraud too it's a nightmare I understand what you're going through but I also do understand what's going to happen if you
you die and you don't have this in place on what Lisa is going to go through so this is another thing we can do and tell me if this would work or make you feel more comfortable you know we can go over to the interviewer they can get everything set up go through the process we can tell them be like hey you know Brian's been you know screwed over before and he's a little weary about giving his account information over the phone so if he's approved can we do that at the end of the call
and they'll and they'll say okay and then they'll go through the whole process with you our whole interview and if you're approved at the end if you feel comfortable then you can give them the account number directly to the company okay would would that would that make feel better that would that would make me feel better so let's do that Barbara we wanna we want to do everything to help Brian here so let's just go over into the interview uh when we get there explain to them exactly what I said Brian has been you know
he's been taken advantage of he just got a new account he's L little weary um he just wants to make sure that everything's above boore because he really wants this insurance just explain that to them tell them that you you know he's wants to see the process and if he feels comfortable at the end you know he'll go ahead and give the account so we can get the insurance in place and then they'll just take over and and then at the end you make that decision is fair enough uh that's fair uh sir let to
do that Barbara Barb is that okay with you that's great that's great and also I'm going to be sending you a picture of me and my family okay all right so let's fast forward to the very end of the call because spoiler alert he did provide the banking information to our TA app Department once he found out that he was approved there's a lot of credibility in our T app process the people at Lincoln Heritage are so warm and professional that it really does provide that extra layer of comfort to people that really have a
true fear about providing account information over the phone very much so I'm I'm so honored that you gave me the ability and privilege to help you and I really want you to know we'll be there Barbara is um very humble and and she's all about caring about others so uh you got a good Agent there you two things for you Mr Brian one is when you get your policy fill out the final wish planner and send it back so many people don't do that and that's how we're going to really just be able to start
working for you and and take all that pressure off of Lisa second our agency is called tailored Legacy we got a couple of sweet girls that call out to our new clients just to welcome them aboard answer any questions they really check up on us to see how we're doing and then if you have any questions about your final wish planner they can explain that then too so you'll get those couple of things besides that how do you feel about this now sir uh relieved oh yeah I'm so happy thank you so much for trusting
in us and um we will definitely be there for your family when that time comes thank you I'm G to jump off here and let you finish up with Barbara um you have a great holiday health and happiness to you and welcome to the family sir okay thank you so there you have it there is truly power and magic in experience and really helping people feel like they're in a safe space safe enough to be able to provide such sensitive information to literally strangers over the phone so congratulations Barbara congratulations Chris thank you so much
for serving our families every single day and to those of you out here on YouTube watching this video do me a favor give these guys a big like post a comment in the chat let's show them some love and support and of course to everybody out there I hope you had an awesome sales day thank you bye
