Transcription of CAREER AGENCY WEEKLY ACTION PLANNING …
1 WEEKLY ACTION PLANNING conference (APC)TRANSFORM YOUR TOMORROW InsuranceRepresentive AGENCY Staff Date Goals vs. ResultsWeekly Production Actual Average Face Amount Actual Annuity Production Actual Period Placements Actual Monthly Placements Actual1st Year Persistency Actual Renewal Persistency Actual Sales Bonus for Period Ending Placements Carried to the Next Bonus Projected Needed for Next LevelPlacements Factor Payout Estimated 50% Advance Sales Commission =Semi-Annual Bonus (Total Placements): Tier on Track for: Bonus Payout on Track for: Total conference Credits: Points needed per month to qualify: By Rank.
2 Guaranteed:Calendar Quarter Renewal Validation of $12,500 = current totalCAREER AGENCYWEEKLY ACTION PLANNING conference (APC) FORMTAN10033 Agent Use Only. Not for Public AGENCY Network is a marketing group with Transamerica Premier Life Insurance Company and affiliated Transamerica companies offering insurance and financial Checklisto Review all targets and progress aboveo Review prior week s activity (online advisor for activity, referrals, needs analysis DIME, etc)o Review current week s plans (each appointment, Joint Field Work) TAN Planner/Google Calendaro Pending Reviewo Conservation Reviewo Prospecting Activity (alliances, events, leads, COI s, seminars, etc.)o Four Food Group Review a.
3 Natural market - social media, networking b. Referrals c. Cold prospects - leads, events, seminars d. Existing clients - triggers, queries, letters to customers, claims New Insurance Rep Validation progress (8 weeks, 16 weeks, 12 months)o Review bank deposits and/or heat ticketso CAREER Insurance Rep Referrals for Bonus Programo Questions, concerns, additional notesInsurance Representative Signature Associate Director Signature Managing Director Signature
