1. Review the Fixed Annuity Marketing Guide and the TOP and ONcore Series Annuity marketing materials. Discuss our annuity products with your General Agent or trainer.
2. List the number of annuity prospects you are able to identify in each of the following categories:

   Category	No. of Prospects
   Existing Clients	_______________
   needs and wants Prospects	_______________
   Referrals	_______________
   Seminar Prospects	_______________



3. Prepare your Annuity Presentatin Binder and practice your annuity presentation. Present it to your General Agent or trainer.
4. If you are not already a registered representative, discuss the licensing requirements with your General Agent or Trainer. Agree on what you both consider a reasonable timetable to achieve registered representative status.
5. Conduct four annuity scheduled meetings. Be prepared to discuss the results with your General Agent or Trainer.
6. 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.