Isabel and Javier CastilloSession 7

Review of Last SessionIn the previous session, we met and served the Castillos.

What were some of the things we did for them?

Settlement OptionsCheck or direct deposit from the IRSFederal RACClassic RALInstant RAL

WB 82

Settlement OptionsThis page left blank intentionally for facilitators notes.

Settlement OptionsThis page left blank intentionally for facilitators notes.

Refund Anticipation Loan (RAL)How do you ask the Castillos how they would like to receive their refund?

WB 83

Signatures

WB 84

SignaturesTax Professional signs here

WB 84

H&R Block Emerald Prepaid MasterCard MyBlock - Tax Resources - H&R Block Emerald Prepaid MasterCard

H&R Block Emerald Prepaid MasterCard How do you show the advantages of using the card versus using a payday lender?

How do you explain how to use the H&R Block Emerald Prepaid MasterCard to the Castillos?

WB 85-86

Peace of Mind Extended Service PlanNew Peace of Mind screen in TPS.

WB 87

Peace of Mind Extended Service PlanNew Peace of Mind signature page.

WB 87

Assemble the ReturnWhy should you follow the assembly guidelines?

WB 88

Wrap Up InterviewWB 89

Session Review How did you attract Isabel and Javier to H&R Block?How did you provide a strong Client Experience to make sure Isabel and Javier left feeling Connected, Confident, and Championed?What did you do to retain Isabel and Javier and build your business?What information from this session do you need to help you to meet your goals?

WB 90

Online Evaluations and Knowledge ChecksMBTO Computer-based Training on QuicklinksLaunch to Skills Learning Center

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