Isabel and Javier CastilloSession 7

Review of Last Session

In the previous session, we met and served the Castillos.

What were some of the things we did for them?

Settlement Options

•Check or direct deposit from the IRS•Federal RAC•Classic RAL•Instant RAL

WB 82

Refund Anticipation Loan (RAL)

How do you ask the Castillo’s how they would like to receive their refund?

WB 83

SignaturesWB 84

Signatures

Tax 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 Plan

New Peace of Mind screen in TPS.

WB 87

Peace of Mind® Extended Service Plan

New Peace of Mind signature page.

WB 87

Assemble the Return

Why 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 Checks

1. MBTO 2. Computer-based Training on

Quicklinks3. Launch to Skills Learning Center

4. Register for Courses5. Enroll 6. myCourses7. Go and Launch