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Getting organized requires time and effort. It can not be done ad hoc.
Building my personal organizational structure usually took me a good two to three full days. For my agency building organizational plan, it usually took me a good week. You work everything backwards. everything must be thought through, reviewed and be a realistic goal.
One of the most overlooked areas in selling and marketing life insurance is keeping accurate records to determine your strong and weak areas. This information will help you build a solid business plan.. Without accurate records, it is impossible to develop a success formula.
They should include:
Success will never happen unless you know how to develop positive behavior management traits.
A good record keeping system allows a person to analyze their weak areas and identify their strong areas, and a good business plan gives you a blueprint and a road map to follow - Goals and timelines.
Record Keeping Tells The True Story
*Agency Builders - check out our Agency Building Manual
Your manager or insurance company should have available some type of
planning book for you to use. Some of them are called planning for the
future, my yearly plan of action, Looking ahead, etc.
If you do not have access to such booklet, you may want to check with your local life underwriting group, or go to LIMRA and view or purchase this looking ahead planning booklet.
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