Products for the Financial Services and Insurance Industry
Our Productivity Planners can be used by producers at all levels of experience and track sales activities for a full range of financial products. We also have a manager's version for recruiting and development activity. Please see the planner descriptions below, as well as a variety of annual business planning and record keeping booklets.
| Planner Name |
Description |
| Sales Activity Manager for Financial Service Professionals |
The Sales Activity Manage for Insurance and Financial Services Professionals is a calendar book, a scorecard, productivity and coaching tool designed with tremendous input from leaders in the industry. |
| Business Builder Planner |
The annual scorecard allows you to view your sales activity & production by month and keep track of what's needed to achieve your goals. |
| Practice Manager for Financial Services Professionals |
The Practice Manager is our most versatile planner, accommodating the needs of producers at all levels of experience who want to track activities and revenue from insurance, securities and financial plans. |
| Sales Activity Manager for Multi-Line Professionals |
This planner can be utilized by new agents who need to develop their good work habits from the beginning and veteran agents who want to focus on cultivating their existing client base. |
| Practice Development Planner |
The Practice Development Planner™ uniquely addresses the needs of an experienced producer looking to take their practice to the next level. It has a greater emphasis on quality of activity (versus quantity) centering around the four cornerstones of practice development: self, client, business and market. This one-of-a-kind tool also has our annual business planner built-in, including quarterly reviews, and will help veterans move forward in an organized, thorough and professional way. |
| Planner Name |
Description |
| 555 Leadership Planner |
The 555 Leadership Planner allows you to focus on your most important recruiting and development activities. The 555 Leadership Planner™ is designed specifically for the tasks of today's leadship, with week-at-a-glance pages focused on planning and measuring recruiting and development activity. Separate reports track recruiting sources, personal production and enhance weekly 1-on-1's. |
| Booklet Name |
Description |
| Business Builder Booklet |
It is the perfect choice for those producers who want to use a separate tool to track and view the monthly status of prospects, clients and business across just two pages. |
| Annual SAM Business Planner |
Originally developed for established producers looking to sustain and build upon success, the Annual SAM Business Planner can be used by all industry professionals committed to building a practice. |
CLIENT LIST |
More than 50,000 clients across Ameriprise Financial, AIG / American General, AXA/Equitable, Guardian, John Hancock, Kansas City Life, Knights of Columbus, MetLife, National Life, New England Financial, New York Life, Northwestern Mutual Financial Network, One America, Penn Mutual, Principal Financial, Prudential, Securian, Waddell & Reed, etc and growing!
