Income Protection Script 收入保障腳本

Summary

An introductory script that encourages prospects to reach out to the advisor to learn more about disability income insurance. 鼓勵潛在客戶了解殘疾收入保險的介紹腳本。

Body

This introductory script encourages prospects to reach out to the advisor to learn more about disability income insurance. 

 

Income Protection

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 protecting your income.

What do we mean when we say protecting your income? Think of it like this: How would you manage day-to-day expenses if you suddenly became unable to work? What effect would the loss of a paycheck have on your long-term plans?

This is why protecting your income is so important.

One way to do this is through Disability Income Insurance, or DI. DI could help cover a portion of your income, including bonuses and commissions. It’s important to know that even if you have group long-term disability insurance through your employer, it may not be enough.  

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:

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services LLC, Member SIPC. Supervisory Office: XXXXXX Tel: XXXXX

CRN202303-279397

 

收入保障

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,讓我們談談您收入的保障。

當我們提起保障收入時,指的是什麼?您可以這樣想:如果您突然無法工作,您將如何管理您的日常開支?損失了薪水會對您長期的財務計劃產生什麼樣的影響?

這正是為什麽保障您的收入是如此的重要。

有一種方法是購買傷殘收入保險(又稱DI保險)。 DI可以幫助支付您部分的收入,包括獎金和傭金。重要的是要知道,即便您通過雇主提供的集體員工福利計劃購買了傷殘保險,也有可能不夠滿足您的開支。

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

Details

Details

Article ID: 20228
Created
Wed 7/10/24 3:17 PM
Modified
Tue 8/6/24 11:30 AM