Presentation Ntp 07 Castillo Pt 2

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Presentation Ntp 07 Castillo Pt 2

  1. 1. Isabel and Javier Castillo Session 7
  2. 2. Review of Last Session <ul><li>In the previous session, we met and served the Castillos. </li></ul><ul><li>What were some of the things we did for them? </li></ul>
  3. 3. Settlement Options <ul><li>Check or direct deposit from the IRS </li></ul><ul><li>Federal RAC </li></ul><ul><li>Classic RAL </li></ul><ul><li>Instant RAL </li></ul>WB 82
  4. 4. Settlement Options <ul><li>This page left blank intentionally for facilitator’s notes. </li></ul>
  5. 5. Settlement Options <ul><li>This page left blank intentionally for facilitator’s notes. </li></ul>
  6. 6. Refund Anticipation Loan (RAL) <ul><li>How do you ask the Castillo’s how they would like to receive their refund? </li></ul>WB 83
  7. 7. Signatures WB 84
  8. 8. Signatures Tax Professional signs here WB 84
  9. 9. H&R Block Emerald Prepaid MasterCard ® <ul><li>MyBlock - Tax Resources - H&R Block Emerald Prepaid MasterCard® </li></ul>
  10. 10. H&R Block Emerald Prepaid MasterCard® <ul><li>How do you show the advantages of using the card versus using a payday lender? </li></ul><ul><li>How do you explain how to use the H&R Block Emerald Prepaid MasterCard® to the Castillos? </li></ul>WB 85-86
  11. 11. Peace of Mind ® Extended Service Plan <ul><li>New Peace of Mind screen in TPS. </li></ul>WB 87
  12. 12. Peace of Mind ® Extended Service Plan <ul><li>New Peace of Mind signature page. </li></ul>WB 87
  13. 13. Assemble the Return <ul><li>Why should you follow the assembly guidelines? </li></ul>WB 88
  14. 14. Wrap Up Interview WB 89
  15. 15. Session Review <ul><li>How did you attract Isabel and Javier to H&R Block? </li></ul><ul><li>How did you provide a strong Client Experience to make sure Isabel and Javier left feeling Connected, Confident, and Championed? </li></ul><ul><li>What did you do to retain Isabel and Javier and build your business? </li></ul><ul><li>What information from this session do you need to help you to meet your goals? </li></ul>WB 90
  16. 16. Online Evaluations and Knowledge Checks <ul><li>MBTO </li></ul><ul><li>Computer-based Training on Quicklinks </li></ul><ul><li>Launch to Skills Learning Center </li></ul><ul><li>Register for Courses </li></ul><ul><li>Enroll </li></ul><ul><li>myCourses </li></ul><ul><li>Go and Launch </li></ul>

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