Getting into the business

by Richard
(Bowling Green, OH)

Thank you Ted,

I have my life and health license, as well as my property and casualty license for Ohio. I am looking at becoming a captive agent but I did not expect a request for a Business Action Plan. Can you give me some guidance on where to find information on how to construct one for this industry?

Thank you,

Richard

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Building a business action plan
by: Ted

Hi Richard;

In any business, one needs to build a business action plan, if not how do you know what your goals are and what needs to be done to attain them.

First of all, your company should have available a "planning ahead" type of a work book that they provide to new agents. here is a link to LIMRA that show what this book looks like. Copy and paste in your browser.

http://www.limra.com/ECommerce/Bookstore/Looking_Ahead.aspx

I would then take the time to read the following article on our website, by clicking on the "Daily Action Plan" link on the Nav bar on the left side of this page under "What entry level insurance agents need to know" Here is that link to that page,
http://www.an-insurance-agents-career.com/insuranceagenttraining.html

And then review the following link which shows what an insurance agents work unit involves--
http://www.an-insurance-agents-career.com/Insurance-Agents-Work-Unit.html

Good luck and good selling. Keep in touch and let me know how you are doing.

Ted Wolk


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