Work Colleagues

The price of success

-Knowledge
  • IL Life & Health License
    • Jim's Class = $125.00​
    • Exam = $
  • E&O Insurance = $
  • AHIP Exam (annual) = $125.00
  • Carrier contracts & exams
  • Il continuing education (2yrs) = $
  • License renewal (2yrs) = $
  • Product Training
    • Carriers & Centric​
  • Technology Training
- Marketing & Branding
  • Business Cards & Carrier Marketing = free
  • 12-month Marketing calendar
    • First 90 days
    • Developing 20+ sources of at least 5 referrals
    • Online & Offline
  • You are the product & the brand
  • Branding material = varies in cost
- Pre-suasion & Script
- Relationship Building
  • CRM = $15/mo
  • Delivery Trust = $76.32/yr
  • Handwrytten = $4.69/card
  • Magnet Calendar = varies in cost
  • Virtual and/or AEP assistant = varies in cost
  • Myfax, website, email, mailchimp, surveymonkey = free
- Centric Meetings: dly/wky/mty
- AEP Training: Sep-Nov, 8hrs/wk
You need another source of income and/or enough savings to keep you afloat for the first year or two.