Recommended Telephone Script

IF NO ANSWER ALWAYS LEAVE A VOICE MAIL USING SIMILAR VERBIAGE

Hello Karen,

This is John Q. Advisor from Federal Benefit Exchange. I sent you an email on Monday regarding the free services we offer federal employees who like yourself, registered for one of our complimentary Webinars.

Something that might be of interest to you is our free, proprietary online FR 80 federal retirement planning calculator, which is totally unique from anything you have ever seen. This calculator is a fantastic retirement planning tool that will show you what your four sources of federal retirement income, at at every stage of your retirement.

If you could set aside 15 minutes of “telephone time” next week, I can show you how to properly use this calculator and also answer any questions you might have about your federal retirement. benefits

What day and time next week are you available?