Roie Scri[T

Retirement Planning Script

Hello, this is __Greg__, I am calling on behalf of ___Tomer Dicturel who is a wealth advisor from our senior advisory group.

The reason I’m calling today is ___Roy __ will be in your area next week.

He can stop by your home and explain this information at NO COST. It will only take 5-10 minutes of your time.

The information that Mr. Dicutrel will be discussing with you is how you can save money, get a higher return on your investments as well as how to make it tax free. This could greatly impact your lifestyle and potentially secure you a comfortable retirement.

* Have a TAX FREE INCOME !

* How to increase your Social Security Benefits by up to 20%.

* Pay Less to the IRS and avoid the high cost of probate

* How you can earn higher interest on your investments CD’s and other savings without risking your principle. You may be able Earn up to 7% GUARANTEED Lifetime income.

Would you like Mr._________ to stop by in the mornings or afternoons’… It won’t take more than 5-10 minutes on our initial visit. He will be in and out…REALLY QUICK!

Would between 10:15AM to 11:15AM or 1:15 to 2:15PM. If OK…

Great! This information would be very beneficial for you…and (agents name) will be there tomorrow or (day) at (time) to sit down with you to explain the benefits and information you may be entitled too.

Your address is still____________ If you have a pen handy please make note of the time.

Feel free to ask any questions that you may have! Remember that there is no out-of-pocket expense to you. He will show his ID upon arrival if you like.

OBJECTIONS: Not interested, don’t anyone coming to the house.

I can understand how you feel…May I ask you a question. Would you be interested in learning how to increase your retirement income by up to 20%, have some tax free income and even look at a plan that pays up to 7% GUARANTEED INCOME FOR LIFE.

All were asking

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