After being in this business for 12 years, about 3 weeks ago I came up with a door to door survey to use for the purpose of generating prospects and setting appointments. I am finding that I can discover the need and develop a prospect much easier. I usually set the appointment and qualify them right there. I try not to set the appointment any later than 2 days from the time of the survey. Last week I did 10 appointments from about 2 hours of work in the morning. I have 5 appointments already set for tomorrow from a few hours of work yesterday morning. I will post the survey here for the benefit of any newbies that can find it helpful. The survey can be arranged for your own style and taste. Here it is.
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Financial Planning Survey
Hi, my name is Mike. I am conducting a short 10 question survey to evaluate how people feel about Financial planning for the future. In return for participating in the survey I want to provide you with this free Final Wishes Planning Guide.
Name_________________________ Marital Status________________________________________
1. How Long Have You Lived In The Arkansas County Area?____________________________
2. What is the size of you family?___________________________________________ _______
3. Do You Own Cemetery property?_________________________________________ _______
4. How important is planning for the future to you?____________________________________
5. Do you believe an individual can leave their family too much Life Insurance?_____________
6. How Do you feel about door to door sales agents?___________________________________
7. What is your primary choice when purchasing Insurance or Financial products? (Telephone, Office, Door To Door Agent)____________________________________________ _______
8. Do you feel that the purchase of Life Insurance is a wise investment, or a waste of money?____________________________________________ ______________________________
9. Do you feel that most Insurance Agents are
10. out for their personal interests rather than the interests of their customer?_________________________________________ _____________
11. How confident are you that you have everything in order that if you died today, your children or spouse would know exactly what to do and have final expense funds available within two or three days of your death?____________________________________________ ____________
Thanks for taking the time Mr./Mrs. ______ to answer these questions.
Would you mind if I contacted you in a few days to evaluate your current policies and/or offer some free quotes?___________________________________________ _____________________________
Address______________________________________ Age__________________________________
Tobacco_________________________ Current Health Conditions_____________________________
Telephone number___________________________ email:___________________________________
