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Looking Ahead

The complete agent-planning tool

Quantity



Field managers use this comprehensive planning tool to plan, evaluate, control, and analyze every aspect of the producer's job.

Looking Ahead covers

  • The producer's personal financial goals for the coming year
  • Monthly and weekly activity requirements to achieve goals
  • Self-improvement plans
  • Prospecting (a thorough inventory of prospects and centers of influence, nests to develop, and policyowners to see)
  • Record-keeping for every aspect of the sales process, from seen calls to sales results and call-close ratios

Producers also use Looking Ahead to schedule and record direct mailings. Records can be kept for life insurance and three other lines of business. Undated for flexibility.

 



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Units

Price

1 - 19
$22.50
20+
$17.50


Language:

 

Item #:

 0508

Unit:

 5/pack

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NEED HELP?

Email

customer.service@limra.com

Phone - Within North America

800-235-4672

Phone - Outside North America

860-285-7789

Fax

860-285-7792