UNIT XX: BUSINESS INSURANCE
ACTION ASSIGNMENT #1

Understanding Business Insurance Needs & Solutions

  1. Develop a business insurance reading schedule that commits you to read and review the following advanced sales materials, in the sequence shown, by the time you complete the other Action Assignments in this program.


    Title    		 Projected
    Completion Date    		 Actual
    Completion Date
    Buy-Sell Planning Adviser Guide (Form 2412)
    Key Person Insurance Adviser Guide (Form 2401)
    Executive Bonus Plan Adviser Guide (Form 1471)
    Split-Dollar Adviser Guide (Form 1437)
    SERP Adviser Guide (Form 1488)
    Family Business Planning Adviser's Guide (Form 2470)

  2. Meet with your General Agent/Trainer as scheduled above to discuss what you've read and ask any questions about the subjects covered.

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.


Unit XX: Business Insurance
Action Assignment #1 Satisfactorily Completed

DATE: __________ SIGN OFF
General Agent: ____________________________________
Sales Associate: ___________________________________
Firm (Print): ____________________________________

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