1) The document discusses various topics related to an insurance agent's business including making calls to introduce insurance needs, building a team, and holding a team building event called "Blue Jean Saturday".
2) It provides recommendations for required reading books that should be re-read every year on topics like personal development, sales, and leadership.
3) Contact information is given for the author's business pages on blog, website, and social media to get coaching, training, or rent his brain.
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12. ^ It Can Only Get Better ̄ by Tony Gordon ^ While most Insurance Agents feel they need to spend 50% of their time looking for new business, my Team and I do not agree. In fact, we prefer to spend as much time as we can taking care of our existing customers. We don¨t have to spend all of the time looking for new business that other Insurance Agents do because we prefer to write new business for people who are personally introduced to us. We prefer to work with families much like yours. With that in mind, would you be willing to share the names of two families we might call upon to discuss their insurance needs and use you as a reference? ̄
14. Marvelous Box of Protection Life (_______/_______) Disability (_______/_______) Fire (_____/______) Flood (________/________)
15. When you get ^TIRED ̄´.! ̄ T ax-deferred I nsurance Protection R etirement Income E ducation/Emergency Fund D isability Provision
16. Required Reading (Books you re-read every year) ^A person who REFUSES to read and study is no better off then a person CAN¨T read and study ̄ The Bible How to Win Friends & Influence People C Dale Carnegie Magic of Thinking Big C Maxwell Maltz Think & Grow Rich C Napoleon Hill How to Master the Art of Selling C Tom Hopkins From Good to Great C JimCollins Top Performance C Zig Ziglar 7 Habits of Highly Effective People C Stephen Covey The 8th Habit C Stephen Covey One Dead in the Attic C Chris Rose