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The Saving You Money Team © 2007
It’s clear that the MMA has raving fans, including thousands of
homeowners, REALTORS®,
ACCOUNTANTS, FINANCIAL PLANNERS, MORTGAGE ORIGINATORS, CPA's
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Script for Insurance professionals
Hello, may I speak to____________?
Good Morning _________, this is <your name> with United First Financial.
The purpose of my call is to tell you about a program that was piloted from a firm in Utah by one of our agents
for a one year test basis.
During the test period, he was able to sell over 348 of these programs over the phone. He never met or saw any
of these people in person.
All of these sales were presented and closed over the phone. Under our pay scale, he added $595,000.00 in one year
to his existing business.
Does that sound like an income that you could add to your current situation?
The reason that I have been asked to contact Insurance professionals today is because
a large number of our agents come to us from the insurance industry. We decided to conduct a webinar for insurance
professionals ONLY to introduce them to our product. (need to go into our product)
This 30 minute webinar will be <day of week>, <date>, at <time> CST. After the webinar, you
will fully understand how to access your files, and substantially increase your annual income promoting our program
to your current clients.
Mr.________, this webinar is for a limited number of attendees. May I reserve your position on Wednesday at 3:00pm
EST? Great! Via email, I will be sending you the link for the Webinar along with the phone number for the audio
portion of the conference. Your email address is _______________, correct? (make sure they know how to use a webinar)
Thank you for your time.
I will speak with you again on Thursday after the webinar.
Oh, and just one other quick thing before I go. Would you please jot down my phone number in case you are unable
to attend so that I can invite someone else to take your place because this is a limited seating. Thank you!
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Sincerely Yours
The Saving You Money Team
James A Moore
1-317-290-9090
Team Web Site
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United First Financial, its software agents and subsidiaries provide Internet web
based software and support services. United First Financial does not provide accounting, tax, legal, real-estate,
mortgage, or investment advice. Interested parties should seek and consult with persons or entities licensed
and qualified in those areas for advice relating to those matters. United First Financial is not liable or
responsible for claims or representations made by any party which are not included in the Money Merge Account Limited
Guarantee.
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