Your Mission Statement should be succinct and deal with how the stakeholders in
your business will benefit from a relationship with you. In the typical insurance
practice/corporation the stakeholders will be (a) you and your staff, (b) your customers,
and (c) the companies with whom you choose to become affiliated to provide product and
service to your clients. The Mission Statement should be very much to the point. The
following questions will offer direction and guidance.
a) What business should you be in?
b) What is your basic purpose?
c) What is unique about you and your organization?
d) Who are your principal clients?
e) What are your principal products or services?
f) What are your principal markets?
g) How will above change over the next five years?
h) What are your key responsibilities to your stakeholders?
i) What image do you want to project?
After you have written your Mission Statement, ask yourself:
a) Does it capture your uniqueness?
b) Does it define your strategy and key objectives?
c) Will it help guide your operational decisions?
d) Does it tell your stakeholder who you really are?
e) Does it explain the ways you are different from your competition?
Goal Setting and Strategic Planning
This section will display in detail the goals and strategic plans in three distinct
categories: (a) a New Agent Model, (b) an Established Growth Agent Model, and (c) a Mature Agent Model.
Models showing:
• Production levels
• Income levels
• Sample financial statement
• Simple to how sophisticated
1. Phases of successful life underwriter’s career
2. Do financial model (see Productivity Guide)
