The Estate Planning Process:
Setting Scheduled Meetings

Please take the time to complete this Action Assignment before proceeding. When you have completed it, be prepared to review this with your General Agent or trainer.

1. Discuss with your General Agent/Trainer the approach techniques and methods described in this section. Determine if and how they should be modified to fit your selling style and local markets.
2. Identify 15 of your best prospects on the "Upscale 100" or Estate Planning Prospect List. Then, using the approach techniques described in the text, contact these prospects for 20-minute Opening Meetings. Review the results with your General Agent/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.