-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

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- 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

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- Pre-suasion & Script

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- 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

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- Centric Meetings: dly/wky/mty

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- AEP Training: Sep-Nov, 8hrs/wk

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You need another source of income and/or enough savings to keep you afloat for the first year or two.