Qualification Scripts

Voicemail Script

Hi, this is [SETTER NAME] with Gannon Wealth Security Partners.

I'm calling because you showed interest in getting more information about our Guaranteed Lifetime Income Plan. This plan helps retirees turn their savings into a secure, monthly paycheck for life, regardless of what happens in the market.

I will follow up with you again tomorrow, or you can give us a call back at .

Have a wonderful day.

Opening Statement

Hi, this is [SETTER NAME] with Gannon Wealth Security Partners calling on a recorded line. Is this [INSERT LEAD NAME]?

-- Wait for confirmation --

Hi [LEAD NAME],

I saw that you entered your info through an ad regarding securing guaranteed lifetime income for your retirement. This plan is designed to help you avoid outliving your savings and provides financial security without worrying about market volatility.

Do you have a couple of minutes?

If YES:

What made you want to click on our ad?

-- Note Ad Feedback, then move to Qualification --

Qualification & Scheduling

*Qualify using the Qualifying Questions below:

Enter Lead Information

Prospects Email *

Qualified *

Appointment Setter *

Additional Information

*when scheduling appointment:

Thank you for taking the time to answer our questions.

I’d like to schedule a time for you to meet with one of our consultants, who can walk you through how everything works.

As I am looking at the calendar, we have a few openings on [SUGGEST TWO DAYS], would either of those work for you?

-- Get response and select the appropriate day; Book for the soonest available time if possible --

Great, we can put you down for [DAY]. Now would you prefer a morning or afternoon appointment?

-- Discuss available times and select the appropriate time --

Excellent. To confirm, we have you scheduled for [INSERT DAY] at [INSERT TIME]?

-- Once confirmed, move to closing --

Closing Statement

Thank you again [LEAD NAME] for taking the time to answer our questions.

We look forward to speaking with you on [INSERT DAY AND TIME].

Do you have any additional questions for me?

-- Answer then end the call --

Great. Thank you for your time, [LEAD NAME].

Frequently Asked Questions

What is your address?

Hours of operations?