Phone & Presentation Scripts
How to Use These Scripts
Study the Booking Script while training on AO Mobile ◆ Study the Presentation Script while training on HP Pro ◆ Practice out loud until it sounds natural ◆ Download the .docx files to annotate and personalize
AO Legacy Booking Script
Use this script when calling leads to book appointments. Memorize it until it sounds natural — not robotic.
The Opening
- ◆"Hi, may I speak with [First Name]?"
- ◆"Hi [First Name], this is [Your Name] calling from AO Globe Life — how are you today?"
- ◆"The reason I'm calling is we received your request for information about the benefits available to you and your family through the state."
- ◆"I just need to verify a couple of things to make sure I have the right information for you."
Verification Questions
- ◆"Are you still at [address on file]?"
- ◆"And is it still just you and [spouse/family member], or has anything changed?"
- ◆"Great — and you are still working at [employer on file]?"
Setting the Appointment
- ◆"What I'd like to do is set up a time to come by and go over the benefits that are available to you — it only takes about 20–30 minutes."
- ◆"I have [Day] at [Time] or [Day] at [Time] — which works better for you?"
- ◆"Perfect. I'll see you [Day] at [Time]. I just need to confirm your address — you're still at [address], right?"
Handling Objections
- ◆"Not interested" → "I completely understand — most people feel that way before they see what's available. It only takes 20 minutes and there's no obligation. Which day works better for you?"
- ◆"I already have insurance" → "That's great — this isn't about replacing anything you have. It's about making sure you're aware of all the benefits available to you. Can we set up just 20 minutes?"
- ◆"Send me something in the mail" → "I'd love to do that, but the information is specific to your situation — I need to go over it with you in person to make sure it's accurate. Which day works better?"
Confirming & Closing the Call
- ◆"Great — I have you down for [Day] at [Time] at [address]."
- ◆"I'll give you a call the day before to confirm. Is this the best number to reach you?"
- ◆"Perfect — I'll see you then. Have a great day!"
AO Legacy Presentation Script
Follow this guide during your in-home appointments. Use HP Pro to walk through each section. Do not skip steps — the order matters.
The Warm-Up (First 2–3 Minutes)
- ◆Build rapport — comment on something in the home, ask about family photos, sports memorabilia, etc.
- ◆"Before we get started, I just want to let you know — I'm not here to sell you anything today. I'm here to make sure you have all the information about what's available to you."
- ◆"Everything I go over with you today is completely free to review — there's no obligation whatsoever."
Needs Analysis
- ◆Open HP Pro and pull up the client's information.
- ◆"I want to ask you a few quick questions so I can make sure I'm showing you the right benefits for your situation."
- ◆Ask: current coverage, beneficiaries, any recent life changes (new baby, marriage, job change).
- ◆Listen more than you talk — their answers shape the entire presentation.
Presenting the Benefits
- ◆Walk through the HP Pro presentation screen by screen — do not skip ahead.
- ◆"What this means for you is..." — always tie each benefit back to their specific situation.
- ◆Highlight the Super Combo coverage and explain the Annualized Life Premium clearly.
- ◆"Does this make sense so far?" — check in after each major section.
Handling Questions & Concerns
- ◆"That's a great question — let me show you exactly how that works."
- ◆Never argue — acknowledge, clarify, and redirect to the benefit.
- ◆"I want to make sure you feel completely comfortable before we move forward."
The Close
- ◆"Based on everything we've gone over, it looks like the [product] is the best fit for your situation."
- ◆"The investment is [monthly amount] — that's less than [relatable comparison] a day."
- ◆"I can get this started for you today — all I need is a few minutes to complete the application."
- ◆Open eApp and begin the submission — do not wait for a verbal yes, move forward with confidence.
After the Application
- ◆Review the policy details with the client — confirm coverage amount, beneficiary, and payment method.
- ◆"You'll receive your policy documents in the mail within [timeframe]."
- ◆"If you ever have any questions, here's my card — don't hesitate to call me directly."
- ◆Ask for referrals: "Is there anyone else in your family or circle of friends who might benefit from knowing about these programs?"
Study. Practice. Execute.
Phone Script Rebuttals
Globe Life objection responses and rebuttal language — study these until they're second nature.
When a prospect pushes back, your rebuttal needs to come out smooth and confident — not hesitant. Download this guide, read it out loud, and practice each response until it feels like your own words. The agents who master objection handling are the ones who stay on the phone long enough to book the appointment.
Market Scripts
Select a market below to access scripts and presentations for that segment.
A combined script pack covering multiple markets in a single reference — ideal for producers working across segments.
AO Team VIP Phone Scripts
Full multi-market phone script pack for AO Legacy producers.