1. Review and complete the "Client Satisfaction Survey," "Plan Review Checklist," "Client-Building Strategy Checklist," and "Client Relationship Checklist" depicted in this unit with your General Agent, and discuss how you will implement them.
2. Attend and observe a policy delivery meeting and discuss how the six policy delivery meeting objectives discussed in this unit were met.
3. In a previous unit, you developed policy recommendations to meet the needs and wants shown in the two fact-finders that you have completed. At the next skill development meeting, demonstrate the policy delivery meeting you would conduct for the clients purchasing those policies, accomplishing the six policy delivery meeting objectives.
4. Discuss the appropriate use of Ohio National's FASTeam and Customer Service toll-free numbers 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.