This introductory script encourages prospects to reach out to the advisor to understand the various ways life insurance can help them and their families.
Life Insurance
Hi. I’m [Advisor Name]. I work with [families/individuals] like yours to help them tackle their most pressing financial concerns.
Today, let’s talk about life insurance.
The first question most people ask is “Do I need it?”
Well, if you have anyone that depends on you financially or if you don’t want to leave your loved ones with burial costs or debt, the answer is yes.
And if you’re just starting out and want to lock in an affordable rate for when you have a family, different types of life insurance can help with that, too.
What you might not know is that a life insurance policy can help your loved ones pay college tuition, mortgage payments, and even help cover retirement income gaps in the event of your passing. And some types of policies even offer the opportunity to build cash value, which you’re able to use however you’d like.
There’s so much life insurance can do. I’d love to tell you more about it. Just click on the link below to set up a time to talk.
[Link to advisor’s approved page on charteroakfinancial.com or massmutual.com]
End slate: Charter Oak logo and disclosures: CRN202303-279484
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services LLC, Member SIPC. Supervisory Office: XXXXXX Tel: XXXXX
人壽保險
您好。我是 [理財代表名字]。我[專屬]為與您類似的[家庭/或及個人] 合作，以幫助他們解決財務上最緊迫的問題。
今天，讓我們談談人壽保險。
大多數人會問的第一個問題是“我需要嗎？”
如果您有任何人在財務上依賴您，或者您不想讓親人承擔債務或喪葬費，那麼答案是 “您需要。”
如果您只是剛起步，並想在組建家庭之前鎖定一個能負擔得起的價格，有許多不同類型的人壽保險可以為您提供幫助。
您可能還不了解，某些類型的人壽保險可以幫助您的孩子支付大學學費，可用於付房貸，甚至可以幫助填補退休收入上的差距。有些保單提供了累積現金值的機會，並能讓您隨意使用。
人壽保險可以幫助您達成許多財務上的目標。我可以提供您更多有關的信息。只需點擊下面的鏈接即可設置一個咨詢通話的時間。
[Link to advisor’s approved profile page on nyc.massmutual.com or massmutual.com or Calendly link]
End slate:
MassMutual New York City logo and disclosures:
MML Investor Services, LLC (SIPC成員及MassMutual之子公司) 的證券，投資顧問與財務規劃服務。 監督管理辦事處: XXXXXX Tel: XXXXX
CRN202303-280770