3415 North Ocean Dr. Suite 502 Hollywood, Florida 33019
Toll Free 844-JBAIER4 (844-522-4374)
Complete the form below for Top Advisors
*First Name:
*Last Name:
*Business Address:
*Email:
*Phone Number:
Are you looking to grow your business over the next 3 to 5 years?
Please rate the following in number of your priority with 1 being the highest Priority (1-5):
Premiums
Commissions
GDC
Cases
MDRT, COT, TOT
Client Building
Upgrading Clientele
Other
Select the Goals that apply now or are part of your 3 year goals:
Now
3 Year Goal
Premiums
Comissions
GDC
Cases
MDRT Level
Number of Clients
Average Revenue per Client
Other
Which programs can you see being the biggest benefit to your business? Check all that apply:
Developing your 3-5 year plan
The tactics
The follow up
Implementation of 25 or 3 Point system
Time Management
Getting to the next level
Year End Business Closing
Annual Planning Process
Working with Junior Agents
Other