Use this template to refer clients for complimentary insurance review by phone (with introduction afterwards via text or quick email):

 

You can say:

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• To protect your new asset, it’s ideal as part of the loan process to have your personal insurances reviewed. This includes any insurance policies you already have running through your superannuation fund.

• Because you’re a valued client of ours, we’ve organised a complimentary, obligation-free review of your current personal insurance needs and any existing insurance policies you already have - this is a saving of over $2500 in advice fees.

• There also won’t be any implementation or ongoing advisory fees if you decide to proceed with the advice.

• This is a great opportunity because it will cost you nothing and may protect you and your family in case of unforeseen circumstances.

• Any insurance you take out may also be fully funded by your superannuation, so you have no out of pocket expenses for your personal insurances.

• Ben has specialised in personal insurances for the last decade.

• There are not many insurance specialists left in the industry – they’re as rare as hen’s teeth.

• He’ll likely discuss the full range of personal insurance options including Life, TPD, Income Protection and Trauma with you. You’ll be able to make an informed decision about which insurance options are right for you and your family.

• Please make sure when he reaches out to you that you get back to him straight away because he’s doing us a favour.

 

Then: Introduce client to us via text or email:

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Introduce via text:

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Hi [client name], as mentioned when we spoke, Ben Howarth can do a complimentary review of your current personal insurance needs.

I’ll leave it with you guys.

Take care, [your name]

 

Introduce via e-mail:

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Hi [client name],

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As mentioned when we spoke, Arrow Equities can do a complimentary review of your current personal insurance needs. I’ve copied [name of risk advisor] in on this email.

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[Risk Advisor name], here’s [client name]’s phone number as well: 04xx xxx xxx.

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I’ll leave it with you guys.

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Kind regards,

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[your name]

 

If you prefer, you can refer to us during the fact find process or via email.