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SKW Training

Will Kit

INTRO & REASON MEETING 

So, (member’s name), did you come across our Will and Testament Kit on TV, the radio, or online? Online, okay great, so it should’ve directed you to a page like this: 

*Share screen to https://thefreewillkit.com/ca/ and advise where they filled out their info*

As you can see, once requesting the kit, a representative from AIL Canada will call you to explain it and go over your options. So that’s why we’re online right now!  

So, (member’s name), what was the reason that you decided to fill out the application online to get a Will and Testament Kit? 

I’m sure you know that in (their province) you are subject to probate when you pass. Meaning that if there is no Will, your assets can go into probate for up to 2 years making it very difficult for your family to receive anything you want to leave behind. 

Now let me ask you, is this the first time you have heard about AIL before? (WFA) Great! I’ll back up a bit and fill you in. AIL, part of Globe Life, is the only 100% unionized insurance company in the world and works with over 20,000 major unions and associations in North America. As you may know, many of these groups have great benefits through work, however all of those leave once you leave your job and that’s why the group got us in place to handle their supplemental life insurance benefits. 

Unless you are a member of a group we work with, you have probably never heard of us, but I am sure you have heard of Air Canada, Loblaws, and Coca-Cola, right? Well, we are the company that works with the unions that represent their workers and we’ve been around for over 70 years!

Now, (member’s name), are you a big sports fan? I ask because we are also the official insurance company of the Dallas Cowboys, LA Lakers and Texas Rangers. Pretty cool, eh?years!

So, our union members had great life insurance but no wills. So we partnered up with the Free Will Kit.com to make sure they had wills put in place and it was such a hit that we decided to open the wills up to the non-union community by putting ads out online to get our name out to the public and to help people as well. 



RECRUITING COLLECTION 

One of the biggest things our company focuses on is giving back to the community and helping out our member’s families and close ones. Before, when we used to come by in person, we would always collect a canned food item but now, with us being virtual, the groups wanted us to find another way we can give back. So they opened up some unionized career opportunities with benefits and work from home positions. Who’s the first person that comes to mind that might be looking for a change or WFH position? Now, before I get their name, I can’t promise them getting hired, but I can promise our hiring manager to give them a call and see if it’s a good fit. 

*Collect name, phone number, and best time for manager to call* 



REASONS FOR MEETING 

Like it mentions online, my job is to show you the Will Kit and answer any questions you may have so they have me here for 2 main reasons: 

  1. The first part of the program is the Will and Testament Kit. There is a workbook that I will walk you through on how to fill out. 
  2. The second part of the program, if you qualify, is to walk you through the discounted funeral plans that our union members have been using to protect their families for the last 70 years. I just need you to listen and ask any questions you might have since we take care of everything today, and that’s in fairness to all the other members waiting to be seen during your requesting period.

Now before I dive in, did you have any questions for me? WFA. Are you sure? As I know I went through a lot of stuff here and I just want to make sure we’re on the same page. 

Example


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