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who is it hey how you doing today can i help you man i'm talking about that what does that thing go that's a helmet in here elephant here yeah it's probably got to be the biggest one i've ever seen where'd you get that thing bro i don't know i think it's been there ever since i can remember that's a big one we're getting talking about what we're going to go over we're about to get into that thing with some shade okay okay hey listen uh you just sent this card in right here requesting information on your life insurance it's just my job to come out and sit down and go over that with you thanks about 10 or 15 minutes so you want to sit out here or you want to go inside and say that i don't know if i've seen anything in is that your handwriting right there that's not your signature it could be mine but i sent if i did i sent that in a long time ago well it's got 2022 on it right here so i'm pretty sure you sent this in this year okay okay well maybe i did i just don't remember okay but come on in all right it ain't gonna be long it ain't gonna take too long about 10 or 15 minutes okay all right mr scott um so tell me a little bit about you what exactly were you looking at and looking for when you sent that card in you know what are you what's on your mind were you planning on taking out just enough to cover your final expenses you plan on leaving somebody behind what's your ideas and what you want well really i i really didn't know what it was i thought it was a government program i thought it was free all right mr county i want to go ahead and tell you this there ain't nothing in this world worth having is free now you know art know that well all right but i will tell you what we can do anything that i have right here and i got a spectacular plan that i'm gonna go over with you it's definitely gonna fit in your bus okay okay so um i'm going to tell you i already do have life insurance okay that's good so mr conio tell me a little bit about um what you have uh as far as life insurance now how much do you have i got about 20 000 in coverage okay you got about 20 000 and who do you have that with with lincoln heritage okay how long have you been with him long time probably eight or ten years or more eight or ten years okay and um what do you know about what your premium is it's around 45 a month 45 dollars a month okay now um are you happy with them oh yeah good good okay great all right wonderful now um let me let me explain something to you here i want to go over the difference between this twenty thousand dollars with lincoln heritage now they're they're a fantastic insurance company okay but i want to go over the difference between what their money is versus what seniors life senior life's money is okay now in today's market we're at about fifteen thousand dollars like we discussed at the funeral home so fifteen thousand dollar funeral home price okay you see that okay now with that twenty thousand dollars you got with lincoln heritage that twenty thousand dollars that's enough money to pay the bill right now in today's market okay and that's your lincoln heritage money and that would leave you about five thousand dollars left over in today's market okay okay well that's great that's wonderful you're not leaving a bill to anyone but let me show you the difference between senior lives twenty thousand dollars versus lincoln heritage or any other company that i could have walked in here representing thousand dollars okay excuse me there twenty thousand dollars with senior life with legacy that same fifteen thousand dollar same fifteen thousand dollar funeral home price tag you are not going to pay fifteen thousand dollars with having the legacy membership so that same fifteen thousand dollar price tag we're gonna get for about five thousand dollars because we're lowering that price tag down and i'm gonna go over that with legacy in a minute and show you how but we're lowering that down by 50 to 70 percent okay okay so that same 15 000 service is gonna only cost you about five grand so that means of that twenty thousand dollar life insurance policy you have now you're gonna take fifteen thousand dollars and put in your family's pocket on average instead of giving it to the funeral home now mr connell would you rather in today's market give them five thousand or fifteen thousand well i mean i'd much rather than have fifteen thousand great me too all right mr connell so we're gonna start right here with the equipment okay if you go down to purchase you your caskets right now at your funeral home you're gonna pay between three and six thousand dollars right um that exact same casket coming through us and we got over 200 options to choose from you're going to be locked in at two thousand dollars can you see that okay okay and i know there's only a couple pictures right here but you're gonna have access to all those options that you want to choose from vault headstone same thing you're gonna be locked in at these prices right here for life so what that means for you mr connell is you know we talked about the market a while ago and how much it's increasing well it doesn't matter anymore what the market increases to i mean these caskets go up to over ten thousand dollars a piece not yours you're locked up for life okay now wish team the wish team they negotiate the rates for you what i mean by that opening and closing the casket when i fly away all that stuff costs money it costs lots and lots of money so we're saving you thousands of dollars on your equipment but the wish team is going to come in and they're going to contact the funeral home of your choice it doesn't matter which one any funeral home that you choose they're going to negotiate those rates of that service down for you saving you even more money here so we're saving you tons of money here saving you tons of money here why use carson mclean are they going to take that absolutely any any funeral home in the nation has to receive outside equipment our equipment would come and ship directly to them within 24 hours of being notified by your uh your family member when they notified legacy okay okay of your passing our equipment will be set up there for you within 24 hours okay now let me show you a little bit what i'm talking about here you see these uh uh these numbers right here on page sure so this funeral home price tag right here 12 000 okay twelve thousand dollars at the funeral home price after legacy negotiation this is legacy that same twelve thousand dollar service we got for less than five thousand that means if you had a twelve thousand dollar life insurance policy through senior life with your legacy membership less than 5 000 of that money goes to the funeral home and over 7 000 stays in your family's pocket now that's huge right there okay okay all right mr connell so we got some other things that come along with this just by being a member we have some living benefits here now what these living benefits are and again these are this is just icing on the cake that comes along with it what we're really after is those huge discounts that we were talking about earlier so telehealth services 24 7 exams online buy apple by phone that means we've got doctors on call 24 7. we can call your prescriptions over the phones things like that huge savings on discounts on when all our products do headers up to 15 uh on all those products which is diabetic products usually to do with inserts in your shoes or specific shoes itself uh we've got this kind of race on hearing aids but we also give you give you a free hearing exam every year absolutely no cost to you just by being a member now what also comes with this and i say this near and dear to my heart right here because this this really alleviates a big burden in my opinion the final wish is planner what that means for you mr connell is you're going to be able to sit down in the comfort of your own home okay and plan your service out yourself that means you're going to be able to come back pre-select all the equipment and items that you want okay any uh special request or anything like that that you may want for your service you're going to be able to do it now the way i like to look at it has you ever heard that commercial it's your money use it when you need it well this one's kind of it's your money use it where you want okay that means here's your money you're going to be able to take your money and allocate it in control with your power how you want it to be okay the things that you want so you're not leaving a financial burden to your family and you're not leaving the burden of when you pass away okay of them having to go down to the funeral home and start picking out your items they can do what they're supposed to be doing and grieving your loss okay all right mr conneau so we talked about how we're going to save you some money over here and went through all that stuff now there's a big question i can see it's lingering over your head everybody always asks you so go ahead i'm going to let you ask it what is it well how much is it how much is it that's right well listen like i told you over 90 of the clients that i deal with every day they're on a fixed income they're retired and i promise you i'm able to work with their budget i'm gonna be able to do the same thing with you okay okay so uh let me get logged in here and we're going to start asking you a few questions now what these questions are doing is they're gauging the system to give you an accurate number now the accurate number is what that number is going to be that works with your budget to give you the amount of coverage that you want now i want you to understand when we go through this anything to do with the price of insurance is based off of two things you know what that is we'll say health and age now i can ask you birthday and i get you age right there but we gotta go through some of these questions and they're pretty simple pretty easy and we'll get your health okay to be able to engage that price so i got you in here is mr scott last name is connell okay and what's your date of birth mr connor he said you were 65 january 31st january 31st uh 57 is that right yeah okay great got you at 65 and i got you in this mail relationship is insured it's going to be south and what city are you in right now we're here about office to ride about awesome okay i lost to georgia well i tell you what it has been hot here lately and i live here in georgia myself and my gracious has it been hot out there uh i think they raised the temperature up and valdosta hotter than everywhere else because i was sweating my butt off when i walked up your door all right so uh first question are you currently hospitalized or in a nursing facility obviously no i'm sitting here looking at you all right have you been hospitalized two or more times in the past ten years and that's where you've had to stay overnight i'll be in hospital live one time but okay but not two or more times in the past ten years great i'm okay all right have you ever been diagnosed with cancer or had a stroke thank goodness thank the lord for that that's right do you use any form of tobacco or nicotine no i don't no that's great in the past 10 years have you used any form of tobacco or nicotine or have you ever had a blood pressure reading of 135 over 85 no no okay that's awesome that means you've been taking care of yourself right oh yeah all right well how tall are you five eleven five eleven and how much do you weigh i weigh about 240 240. okay now are you taking any prescribed medications by chance i am you are okay uh do you have a list of them or do you know all of them i'm gonna need everything that you've been taking in the past five years that you've been prescribed okay well i'm taking the memphis on okay anything else um i'm taking lacinapril okay you're taking that mess off for acid reflux and the lysine creole you're taking for blood pressure blood pressure okay okay all right now anything else that you've been taking the past five years you can remember all right i think that's about the only thing i'll take him okay by chance do you take do you have any inhalers are you diabetic no okay so no injections no inhalers no breathing machines no nothing like that no i got a cpap you got a cpap okay uh is it is there any medication that goes into that no no okay no albuterol treatment or anything that goes into that no okay what are you using the cpap for they just so i don't hold my breath at nine oh okay okay great all right so any other medication uh that's how many medications i'm taking okay all right so mr connor you're gonna be able to qualify for one of our very best plans okay now what that means for you is i'm going to be able to work with your budget at any amount to give you what it is that you're looking for now i want to reiterate something here when we go to talking about these numbers now you've got this twenty thousand dollars with lincoln here just that we discussed okay so you got enough right now to cover the bill what i want from you is i want you to be a legacy member so when it comes to the pricing over here you let me know what your budget is okay and that's the one that we'll go with but keep in mind it doesn't matter to me how much coverage you take out but what it does matter to me is that you become a legacy member to get those big discounts on those products now if there's by chance that you see that you can go up a little bit more in the money to leave some money behind you're most definitely going to be able to do so but i'm going to give you those options and let you see exactly what you want now the first three options the system comes up with right here is a good better and best option this one here starts at ten five of natural and ten five of accidental for 71 32 12 000 for 80 50 and 14 000 92 74. now you look at that right there and tell me which one fits within your budget and that's the one we'll go with today well i really like a little more covers than that okay so above the 92 dollar mark tell me exactly how much you could go up to what would your budget handle um probably a hundred hundred twenty dollars somewhere around them okay well i do want you to be informed here i would hate to tell you that uh you would not have what you didn't think you didn't have but thirty thousand dollars is what you can go up to and that premium on that would be 1966 so keep that in mind we're 190.66 for 30 000 so from there down you just tell me where you want to be within your budget well that that's a little too much i i can't feel that so you just tell me where where do you think you want to be at 150 how much is is 20 000. okay 20 000 you're looking at 129.46 but that give me forty thousand dollars in coverage i think i could probably do that yeah that's gonna give you twenty thousand dollars of natural and twenty thousand dollars of accidental so if you die in the case of an accident this is gonna pay out double it's gonna have forty thousand dollars okay okay all right mr connor so you have chosen a fantastic plan this is going to take care of everything that we talked about it's going to leave you 20 000 of natural light we discussed and it's also going to leave you 20 000 additional in case of an accident now who do you want to list as your primary beneficiary i'm gonna be my wife okay and that was melissa correct yes okay connell all right now in the event something happens to her before you who do you want this is your secondary beneficiary or would you like for me to put money to your estate uh leave that to my son okay what's his name caleb all right same last name yes okay no junior senior no okay perfect all right now um you give me the check and we're going to go ahead and process that as soon as possible now that could uh potentially come out today or tomorrow depends on when they process it or as soon as possible okay sometimes we send this through now is there a particular day thereafter that you would like for this to draft every single month well i usually get my benefit on the third okay so you want to set it up to coincide with your benefit on the third that'd be good that way make sure i got it taken care of all right perfect all right mr connell well listen this is a pamphlet that i'm going to leave with you it's got all of your information in here it's got everything with legacy that we talked about i'm going to have that in there i got you some other material here with senior life that i'm going to leave as well this brochure it's this brochure if you open it up read through it is a fantastic way to stay organized by the way i'm going to leave you with all this and i'm also going to leave you with my card listen i'm your agent for life you can reach out to me anytime i'll be there they are not answering the questions you got listen if i don't answer the phone leave me a voicemail because i don't answer the phone when i'm with a client i give you my own divide of attention so but leave me a voicemail and i will call you back okay now there's one extra thing that i do like to do um with all my clients now that you're a member of the legacy family uh you gotta take a picture with me okay so we're gonna come right here and we're gonna cheese real big because listen you've done something fantastic and we're going to take a picture together if i can get this camera to work look here what do you think about that all right mr connor you got any questions for me i will get my policy in the mail okay great question uh so at about two weeks you within two weeks you're going to receive your policy from senior life now give the legacy portion a little bit extra time we've got to pay uh take your uh make your membership card and everything it takes a little bit longer to get the legacy pamphlet in the mail um now it will have this image on the front of it it's going to look just like this here on the front but it's going to be about that big when the legacy part comes in the mail okay it's gonna be about that size uh whatever you do don't throw it away i have several classes thought it was junk mail they throw it away don't throw it away open it up it's got your membership card in it and i'm just gonna give you all the step-by-step um information that you need to go through the appreciating all your items and stuff like we talked about give you that website and everything that we discussed um any other questions so it's gonna automatically draft out of my account absolutely it's gonna automatically draft on the third that we put in there your initial one's going to come out today or tomorrow whenever they process it or as soon as possible and it's going to come out on the third of every month all right so there's one other thing i wanted to cover with you all right so we talked about how your premium is 129.46 total okay so that's the total amount that's going to come out of your account every month okay but when you monitor your uh check statement you look at your banking statement you're going to see two drafts now it's not going to be more than the 129 46 but it is going to be broken apart into two parts one of them is going to be 125 46 and it's going to have senior life out next to it the other one the other four dollars is going to have legacy out to it okay so when you look at it it's not we're not charging you anymore or anything like that it's just broken apart okay okay all right so any other questions i think that's it all right well thank you for choosing senior life and welcome to the legacy family thank you no problem you