Telephone Fact Find before meeting up
Started by TEA ENG PENG
0 points
TEA ENG PENG
Hi Xxx, this is XXX from Financial Alliance.
Your colleague, XXX asked me to give you a call.
He mentioned to me that you are looking into some insurance plan for yourself.
Hence, I would like to arrange a good time for us to meet. May I know if it is good to speak now?
Great!
Before we arrange a date, there is some quick info I need your help with, so that our meeting will be productive and able to meet your objective. Would that be alright?
(Proceed with Advance Fact-Find Questions)
This post has been locked by a moderator.
0 points
TEA ENG PENG
Hi Xxx, this is XXX from Financial Alliance.
Your colleague, XXX asked me to give you a call.
He mentioned to me that you are looking into some insurance plan for yourself.
Hence, I would like to arrange a good time for us to meet. May I know if it is good to speak now?
Great!
Before we arrange a date, there is some quick info I need your help with, so that our meeting will be productive and able to meet your objective. Would that be alright?
(Proceed with Advance Fact-Find Questions)