The Estate Planning Process: The Presentation
Meeting & Close

This is the final Action Assignment in this section. Take time to complete it before proceeding further with this section. When completed, be prepared to review this with your General Agent or Trainer.

1. Conduct presentation meetings with the three estate planning prospects for whom you completed an Estate Analysis. These should be joint calls with an estate planning specialist or with your General Agent/Trainer. Conduct "curbside critiques" immediately after each meeting.
2. Prepare for policy delivery meetings, or meetings with other professional advisers, with an estate planning specialist or with your General Agent/Trainer, and conduct these first meetings as joint calls.
3. Describe the specific types of formal and informal client contacts you will regularly use to maintain a high profile, to communicate with business, professional and executive market clients, and to meet the ongoing client service needs of your estate planning clients.

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.