To meet expectations, every week you should:

  • Set between 21 and 30 appointments (7 to 10 per field day)
  • Make between 9 and 12 presentations (3 to 4 per field day)
  • Make 3 to 6 sales (1 to 2 per field day)
  • Write a minimum of $1,500 AP per week (1 sale for $45 per month per field day)
  • Generate a minimum of 10 referrals per presentation made (30 to 40 per day, 90 to 120 per week)
  • Make a minimum total of 9 preset appointments (3 per field day)

These expectations should become a standard for your everyday life as an agent.

To be consistently successful there are 2 things that you should be obsessed with:

  1. Setting appointments
  2. Completing presentations

The above expectations serve as a guide to keep on track with our proven system and to help you meet your financial goals!

It is imperative that you hold yourself to these minimum standards. It is important to note that standards do not drop, standards are met. It may be a stretch for you to operate on the level that we require, but the leadership team is here to help you every step of the way as long as you are giving 100% of your efforts.

    Best Practices Quiz

    1. How many appointments should you be setting each week?

    2. How many presentations should you be performing each week?

    3. How many sales can you expect from that number of presentations?

    4. What is the minimum AP amount to be written each week?

    5. How many referrals minimum should you be collecting during each presentation?

    6. How many preset appointments should you have each week?

    7. What two things should be your top priority as an agent?

    Please add your name and email below before submitting your answers!