1. Master the Cotton System or Ohio National Financial Services Telephone Approach and effectively demonstrate this to your General Agent. Be sure you understand the importance of putting your own personality into the delivery.
2. Send five pre-approach letters to pre-qualified on-profile prospects using the letters or e-mails within this Unit, Earning Scheduled Meetings (or Prestige Introductions, if using the Cotton System). Make sure your General Agent or trainer is in attendance with you for each follow-up call to schedule initial meetings.
3. 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.