Question

1. what is a discount card lead?

a request to fill a claim on the discount card app
a request from a client to renew his/her discount card
a request from our corporate office to modify a client’s policy
a reminder to call a client and renew no - cost benefits

1. what is a pos? select all that apply.

a client requesting a will & testament
a client we already have on the books
a client that doesn’t qualify for life insurance
a lead that’s sourced via facebook ad
policy owner servicing

1. what is the purpose of the family information guide? select all that apply.

to help clients prepare for the death of a loved one
to educate clients
to eliminate objections
to make people buy life insurance

Explanation:

Question 9

A Discount Card lead is about renewing no - cost benefits by reminding to call the client. The other options: filling a claim on the app is not a lead for the card, renewing the card itself is not the lead (the lead is the reminder to renew benefits), and modifying a policy from corporate office is not related to the Discount Card lead.

• "A client we already have on the books" is a POS (Policy Owner Servicing) as we service existing clients.
• "A client that doesn't qualify for life insurance" can be part of POS as we still service them.
• "Policy Owner Servicing" is the definition of POS.
• A client requesting a will & testament is not related to POS, and a lead from Facebook ad is a marketing lead not POS.

• "To help clients prepare for the death of a loved one" is a purpose of the Family Information Guide as it helps in preparation.
• "To educate clients" is a purpose as it provides information to clients.
• "To eliminate objections" is a purpose as informed clients have fewer objections.
• "To make people buy life insurance" is not the purpose; it's about education and preparation, not sales coercion.

Answer:

D. A reminder to call a client and renew no - cost benefits

Question 10