Hi, My name is Bryant, I'm Representing XXX company. I am a licensed Financial representative. This is my name card.
Hi, nice to know you. I'm interested in getting coverage for myself.
I would be conducting a financial fact find with you in order to recommend you a suitable plan, would that be ok with you?
Dumlin Immigrate Concierge
Sure thing, not a problem.
After conducting the fact find with you, I have identified your needs and recommended Aviva MyLifeIncome for you.
MyLifeIncome is a participating whole life insurance plan that facilitates wealth accumulation and provides Yearly Income payable starting from the end of the Accumulation Period. This plan provides You with the Death Benefit and the Terminal Illness Benefit.