SMS for client or prospect who doesn't respond due to commitment
Started by TEA ENG PENG
0 points
TEA ENG PENG
Hi Xxx, I know you must be really busy. It is not easy to be a working Mother to take care of work and family at the same time plus an elderly that is not well! 难为你了！
Imagine your role is so important and if you doesn't take care of your health and financial well being, what can be worst for the family losing one of their most important pillar?
Hence, I would like to get you insured as soon as possible. However I am not able to do so because we did not complete all your paper work within the time spent together.
As you know all insurance need underwriting and especially those with medical history will take even longer time. It will not be to your advantage if we delay in our submission.
Fyi, one of my high net worth client just got a mini stroke 1 week after asking me to prepare a critical illness plan for him to take a look! That shocks his whole family because he is a healthy chap who exercise regularly! His wife meet me the next few day to up her critical illness plan to $1mil!
Kindly advice your SRS account for your SRS investment, bank account for GIRO deduction, height and weight first when you are available. I will still need to follow up with your medical conditions shortly. 🙏🙏
This post has been locked by a moderator.
0 points
TEA ENG PENG
Hi Xxx, I know you must be really busy. It is not easy to be a working Mother to take care of work and family at the same time plus an elderly that is not well! 难为你了！
Imagine your role is so important and if you doesn't take care of your health and financial well being, what can be worst for the family losing one of their most important pillar?
Hence, I would like to get you insured as soon as possible. However I am not able to do so because we did not complete all your paper work within the time spent together.
As you know all insurance need underwriting and especially those with medical history will take even longer time. It will not be to your advantage if we delay in our submission.
Fyi, one of my high net worth client just got a mini stroke 1 week after asking me to prepare a critical illness plan for him to take a look! That shocks his whole family because he is a healthy chap who exercise regularly! His wife meet me the next few day to up her critical illness plan to $1mil!
Kindly advice your SRS account for your SRS investment, bank account for GIRO deduction, height and weight first when you are available. I will still need to follow up with your medical conditions shortly. 🙏🙏