Topic Title: Planning For Success


Description: Learn tips and best practices for setting and achieving big goals; identify your core business goals and build a solid business plan.
Session Length: Approx. 60 minutes.


For an editable copy of these handouts, please contact us at
Learning Manager Guide: Print and read before your sales meeting. PDF
Agent Handout: Print one per agent. PDF


The video has been selected to complement the Agent Handout in this session. You may stream the video directly by clicking the play button in the video player (click the expand to expand the video), or in the event of a slow internet connection, download the MP4's to your hard-drive before the meeting and play them from your laptop. (Download speeds may vary)

B) Topic: Business Planning Myth Busters (Length: 4:14)
Presenter: Carolyn Frazeur
Download MP4
A) Topic: Agent Financial Tool (AFT) (Length: 16:44)
Presenter: Dave Ruzek
Download MP4


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