| Planner Name |
Description |
| Sales Activity Manager for Financial Service Professionals |
The Sales Activity Manage for Insurance and Financial Services Professionals is a calendar book, a scorecard, productivity and coaching tool designed with tremendous input from leaders in the industry. |
| Business Builder Planner |
The annual scorecard allows you to view your sales activity & production by month and keep track of what's needed to achieve your goals. |
| Practice Manager for Financial Services Professionals |
The Practice Manager is our most versatile planner, accommodating the needs of producers at all levels of experience who want to track activities and revenue from insurance, securities and financial plans. |
| Sales Activity Manager for Multi-Line Professionals |
This planner can be utilized by new agents who need to develop their good work habits from the beginning and veteran agents who want to focus on cultivating their existing client base. |
| Practice Development Planner |
The Practice Development Planner™ uniquely addresses the needs of an experienced producer looking to take their practice to the next level. It has a greater emphasis on quality of activity (versus quantity) centering around the four cornerstones of practice development: self, client, business and market. This one-of-a-kind tool also has our annual business planner built-in, including quarterly reviews, and will help veterans move forward in an organized, thorough and professional way. |