Agent To-Do-List

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Agent To-Do-List by Mind Map: Agent To-Do-List

1. Working with Legacy

1.1. Contracting

1.1.1. Agent Services Agreement

1.1.2. Copy of Current Licenses

1.1.3. Commission Levels

1.1.4. Copy E&O

1.2. How To Work With Legacy

1.2.1. 1 - Read the Legacy Manifesto

1.2.2. 2 - Administrative

1.2.2.1. Web-site Access

1.2.2.2. Legacy Email

1.2.2.3. 800 Phone Number

1.2.2.4. CRM Set-Up

1.2.2.5. Business Cards

1.3. Legacy Training

1.3.1. Web-site

1.3.2. 800 Number

1.3.3. CRM

1.3.4. Data Base

1.3.5. Follow-Up

2. Fast Start Training

2.1. Market Types

2.1.1. 30-40 Somthings

2.1.2. Baby Boomers

2.1.3. Seniors

2.2. Basics

2.2.1. Lead Generation

2.2.1.1. Prospecting

2.2.2. Target Marketing

2.2.3. Market Topic Training

2.2.4. Product Overview

2.2.4.1. Quoting System

2.2.4.2. Sweet Spot

2.2.4.3. Top Picks

2.2.5. Case Design

2.2.6. Sales Goals

3. CAP Training

3.1. Program Training

3.2. Sales Training

3.3. Pastor Training

3.4. Church Training

3.5. Seminar Workshops

3.5.1. Financial Literacy

3.5.2. Retirement/Estate Planning

3.6. Quoting System

4. Advanced Concept Training

4.1. Premium Finance

4.2. COLI/BOLI

4.3. Private Split Dollar

4.4. Chartiable Remainder Trust

4.5. Wealth Transfer

4.6. Life Settlements

4.7. Estate Planning

4.8. 412(i) DB Plans

4.9. Business Compensation

4.10. Deferred Compensation

4.11. Executive Benefits

4.12. Irrevocable Insurance Trust

4.13. Split Dollar Plans

4.14. Family Limited Partnerships

5. Product Training

5.1. Annuity

5.2. Term Life

5.3. Universal Index Life

5.4. Whole Life

5.5. Mortgage Insurance

5.6. Disability Income

5.7. Long Term Care

5.8. Impaired Rick

5.9. Simplified Issue

5.10. Medical Supplements

5.11. Final Expense

5.12. Captive Insurance