1. If VIP Eligible Career/Corporate Agent: Determine with your General Agent which Market Surveys (Personal or Business) are best for you. Learn the appropriate approach talk and, using the market survey(s) form you were given by your General Agent, conduct at least 12 face-to-face market surveys and discuss them during your next meetings. If you are using the Cotton System, use the Personal, Financial, or Business Viewpoint and Careerview, as appropriate.

   If Developing Career/Corporate Agent: Learn the appropriate approach talk and conduct at least 12 face-to-face Personal, Financial, or Business Viewpoints, as appropriate, if you are using the Cotton System. If you are not on the Cotton System, use the Personal Financial Checkup (PFC) or Business Financial Checkup (BFC), as appropriate.

2. Discuss with your General Agent the licensing requirements for the state in which you are going to practice. Discuss what you both agree on as a timetable for meeting all state requirements, if not yet completed.
3. Since on-profile referral leads will be a very important factor in your financial services success, there is no time like the present to start:
   • Determining the definition/profile of your preferred prospect. Be specific. Include age range, income, and occupation, plus any geographic, social, ethnic, or cultural criteria that may apply. Write it out below and review/discuss it with your General Agent.

     ---

     
     

     ---

     
     

     ---

     
     

     ---

     
     

     ---

   • Learn either the Cotton System's Business Development Plan or the ONFS "One in Five" Referred Lead Talk and demonstrate it to your General Agent.

4. Develop, in writing below, your marketing strategy for contacting enough of the right on-profile people in the markets you will be targeting, and review/discuss it with your General Agent.

   ---

   
   

   ---

   
   

   ---

   
   

   ---

   
   

   ---

5. If you have not already done so, complete the quiz for this unit, with a passing grade, and review it with your General Agent or trainer.

Please print this Action Assignment using the "Printer Friendly" button at the top of this page. Once it is complete, sign it and submit it to your General Agent for his or her signature. Give one signed copy to the General Agent and fax/send another copy to Field Development Operations at the corporate headquarters — (513) 794-4515.