VITA_Activity Planner

ACPTLIAVNITNYER Financial Advisor Associate Unit Manager Month Year

P1 VISBIOOANRD

P2 “For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future.” Jeremiah 29:11 We rise by lifting others… Help others achieve their dreams, and you will achieve yours. If you have a DREAM… Always follow your dream, one day you will thank yourself for never giving up. The magic of FOCUS… When you focus on what you want, everything else fades away.

MONTHLY TARGET For the YEAR ( ) A. Total Target Income from insurance B. Target Case Count for the month C. Target Average Case Size D. Target Sales Premium E. Average Commission Rate LIFE STAGES Fact-Finding and Needs • Greetings Analysis • Self-introduction • The service you provide • Information Sheet • About Insular Life • Financial Priorities • Managing life stages • Recommended product & solution

Life Stages Profile Financial Product Considerations Preferences Single • Single/breadwinner • Start of savings • Life protection • Low income • Aim for advance • Savings/investment (18-24 yrs old) • Limited disposable career . Life protection New Family income • Planning for . Education Plan • Moderate financial . Medical protection (mid 25 to late 40’s) marriage . Savings/investment obligation • Living freely Growing • Pre-mature death . Life protection Family • Married/single ‘ Medical protection parent • Education of child • Savings/investment (Mid 40’s to Late • Healthcare 50’s) • Moderate income • Savings/Wealth • Medical protection • High financial • Savings/investment Empty Nest Accumulation • Life protection obligation • Pre-mature death (Mid 50’s to Late . Medical protection 60’s) • Married/single • Pre-mature death . Asset protection parent • Health care . Educational plan Retired • Loan & mortgage • High income • Savings/wealth (Late 60’s onward) • Moderate accumulation disposable income • Early planning for • High financial estate/retirement commitment . Health care • Married/single • Retirement planning parent • Estate planning • Pre-mature death • Highest income • Savings/wealth • High disposable accumulation income • High financial • Health care • Estate planning commitment • Death • Education of • Limited source of income children • Healthcare of • Moderate financial commitment extended family

Prospects / Referrals to Contact Month Count NAMES PHONE NO. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Prospects are the life blood of your success. Do not pre-judge them, just list the names and then reach out to them. You may be surprised how fruitful then tur out to be..

Count NAMES PHONE NO. 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40

DATE Monday Hours APPOINTMENT SET INT SP CS Daily Totals INT – Interview SP – Sales Presentation CS – Closing Sale For Follow-Up Names Phone No. The journey of a thousand miles begins with one single step. Begin your journey of success.

Tuesday Hours APPOINTMENT SET INT SP CS Daily Totals Phone No. For Follow-Up Names

DATE Wednesday Hours APPOINTMENT SET INT SP CS Daily Totals INT – Interview SP – Sales Presentation CS – Closing Sale For Follow-Up Names Phone No.

Thursday Hours APPOINTMENT SET INT SP CS Daily Totals Phone No. For Follow-Up Names

DATE Friday Hours APPOINTMENT SET INT SP CS Daily Totals INT – Interview SP – Sales Presentation CS – Closing Sale For Follow-Up Names Phone No.

Saturday Hours APPOINTMENT SET INT SP CS Daily Totals INT – Interview SP – Sales Presentation CS – Closing Sale For Follow-Up Names Phone No.

DATE Sunday Hours APPOINTMENT SET INT SP CS Daily Totals INT – Interview SP – Sales Presentation CS – Closing Sale For Follow-Up Names Phone No.

WEEKLY SUMMARY OF ACTIVITIES AND SALES RESULTS WEEK ENDING Date Day Ref P Int SP CS Rem Mon Tues Wed Thur Fri Sat Sun TOTALS Notes

DATE Monday Hours APPOINTMENT SET INT SP CS Daily Totals INT – Interview SP – Sales Presentation CS – Closing Sale For Follow-Up Names Phone No. The fruits of success a sweet. But the journey to success can be challenging and bitter. Stay your course. Don’t give up.

Tuesday Hours APPOINTMENT SET INT SP CS Daily Totals Phone No. For Follow-Up Names

Wednesday Hours APPOINTMENT SET INT SP CS Daily Totals Phone No. For Follow-Up Names

DATE Thursday Hours APPOINTMENT SET INT SP CS Daily Totals INT – Interview SP – Sales Presentation CS – Closing Sale For Follow-Up Names Phone No.

Friday Hours APPOINTMENT SET INT SP CS Daily Totals INT – Interview SP – Sales Presentation CS – Closing Sale For Follow-Up Names Phone No.

Saturday Hours APPOINTMENT SET INT SP CS Daily Totals INT – Interview SP – Sales Presentation CS – Closing Sale For Follow-Up Names Phone No.

DATE Sunday Hours APPOINTMENT SET INT SP CS Daily Totals INT – Interview SP – Sales Presentation CS – Closing Sale For Follow-Up Names Phone No.

WEEKLY SUMMARY OF ACTIVITIES AND SALES RESULTS WEEK ENDING Date Day Ref P Int SP CS Rem Mon Tues Wed Thur Fri Sat Sun TOTALS Notes

DATE Monday Hours APPOINTMENT SET INT SP CS Daily Totals INT – Interview SP – Sales Presentation CS – Closing Sale For Follow-Up Names Phone No. It takes 21 days of repeated practice to form new habits. You are more than halfway to form good sales habits. Keep going..

Tuesday Hours APPOINTMENT SET INT SP CS Daily Totals Phone No. For Follow-Up Names

DATE Wednesday Hours APPOINTMENT SET INT SP CS Daily Totals INT – Interview SP – Sales Presentation CS – Closing Sale For Follow-Up Names Phone No.

Thursday Hours APPOINTMENT SET INT SP CS Daily Totals Phone No. For Follow-Up Names

DATE Friday Hours APPOINTMENT SET INT SP CS Daily Totals INT – Interview SP – Sales Presentation CS – Closing Sale For Follow-Up Names Phone No.

Saturday Hours APPOINTMENT SET INT SP CS Daily Totals INT – Interview SP – Sales Presentation CS – Closing Sale For Follow-Up Names Phone No.

DATE Sunday Hours APPOINTMENT SET INT SP CS Daily Totals INT – Interview SP – Sales Presentation CS – Closing Sale For Follow-Up Names Phone No.

WEEKLY SUMMARY OF ACTIVITIES AND SALES RESULTS WEEK ENDING Date Day Ref P Int SP CS Rem Mon Tues Wed Thur Fri Sat Sun TOTALS Notes

DATE Monday Hours APPOINTMENT SET INT SP CS Daily Totals INT – Interview SP – Sales Presentation CS – Closing Sale For Follow-Up Names Phone No. Successful people do the things failures don’t like to do. Choose to become successful. Don’t follow the footsteps of failures.

Tuesday Hours APPOINTMENT SET INT SP CS Daily Totals Phone No. For Follow-Up Names

DATE Wednesday Hours APPOINTMENT SET INT SP CS Daily Totals INT – Interview SP – Sales Presentation CS – Closing Sale For Follow-Up Names Phone No.

Thursday Hours APPOINTMENT SET INT SP CS Daily Totals Phone No. For Follow-Up Names

DATE Friday Hours APPOINTMENT SET INT SP CS Daily Totals INT – Interview SP – Sales Presentation CS – Closing Sale For Follow-Up Names Phone No.

Saturday Hours APPOINTMENT SET INT SP CS Daily Totals INT – Interview SP – Sales Presentation CS – Closing Sale For Follow-Up Names Phone No.

DATE Sunday Hours APPOINTMENT SET INT SP CS Daily Totals INT – Interview SP – Sales Presentation CS – Closing Sale For Follow-Up Names Phone No.

WEEKLY SUMMARY OF ACTIVITIES AND SALES RESULTS WEEK ENDING Date Day Ref P Int SP CS Rem Mon Tues Wed Thur Fri Sat Sun TOTALS Notes

MONTHLY SUMMARY OF ACTIVITIES AND SALES RESULTS MONTH END Week Ending Ref P Int SP CS Rem TOTALS Notes

Nothing is more powerful than a made-up mind. Your decision to become a successful financial advisor is the right one. Remain steadfast in your pursuit of service to Filipino families, and a better lifestyle for your family.