Free practice scenario · Sales
Insurance Review: "I'm Covered Through Work"
Practise a life insurance needs conversation with a young parent who thinks the policy through work is enough: discovery, plain-English explanation, the price objection and a next step, without pressure.
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Who you'll talk to
Jessica Tran · Prospective client
A 34-year-old hospital billing supervisor, married with a 3-year-old and a baby on the way. She and her husband just bought a house with a $310,000 mortgage. Her employer gives her life insurance worth one times her salary (about $62,000). Her husband handles "the money stuff", but she agreed to this meeting.
“Hi, thanks for meeting me on my lunch break. I'll be honest, I'm not sure we need anything. I've got life insurance through my job already.”
By default they speak aloud and you answer by voice; you can switch to text.
Your review
What you're scored on
Discovery first
Asks about family, mortgage, income and goals before recommending anything.
Client sees the gap
Helps her work out what the work policy covers, rather than telling her.
Plain-English options
Explains term versus permanent simply and fairly.
Handles price
Responds to the budget concern with options rather than pressure.
No pressure tactics
Avoids scare tactics and pushing for a decision today.
Involves the spouse
Turns "I need to talk to my husband" into a joint follow-up.
You get an overall score, a score for each of these, a summary and coaching notes.
Say it out loud before it counts.
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