Market Development Inventory/Project 200. Name: Sales Manager: Agency: Date:
|
|
- Allen Wilkinson
- 7 years ago
- Views:
Transcription
1 Market Development Inventory/Project 200 Name: Sales Manager: Agency: Date:
2 As a Financial Services Representative, your number one priority is to find people who will purchase financial services. Contents 3 Keys to identifying market groups 4 Exercises to help identify your market 5 Your guide to the Market Development Inventory/Project 200 Form 7 Next steps: Your market strategy The market for insurance and investments * is extensive. Early in your career, you will contact many different types of potential clients. Concentrating a portion of your sales activity to well-defined markets creates more focus when building your client base leading to more effective sales and growth. This booklet helps you define specific market groups by using the Market Development Inventory/Project 200 Form. There are also a few brief exercises to assist you along the way all geared toward helping you build your client roster. * You must be a Registered Representative of MML Investors Services, LLC, to offer securities products. Securities offered through Registered Representatives of MML Investors Services, 1295 State Street, Springfield, MA (800) Member NASD/SIPC. Excerpts of the text in this overview were quoted from Markets Are People, LIMRA, Inc., Hartford, CT.
3 1) Keys to identifying market groups To begin the identification of your target market, let s first define what a market is. A market is an accessible group of people who meet the following criteria: Common characteristics Specific characteristics help define and focus your market. The more characteristics that members have in common, the more focus you will have in your sales efforts. As an example, compare dentists as a market with professionals earning in excess of $50,000 annually. Since dentists is a more focused and identifiable definition, it would be easier for you to find ways to identify specific people in that market to come up with market-specific product and service offerings and ways to approach these people than would be the case with professionals. Common needs The more similar the financial needs of a member s market, the easier it is for you to match MassMutual products and services to their needs. As you gain experience, you will know whether a particular group of people will be most interested in estate planning, retirement income, an educational fund, business insurance, etc. High level of interaction/communication The more the members of a market interact with each other, the easier it will be for you to find prospects and to build a reputation. Communication within a market may be formal, as in a newsletter or monthly meeting; or informal, with members interacting in a social situation. Not every market you identify fits perfectly with the above criteria. Your definition of a market may often have to consider the size and location of your territory. For example, ophthalmic surgeons may be too narrow in a rural area, but a broader group of medical professionals (doctors, nurse practitioners, hospital administrators, etc.) may better meet the criteria above. The market of ophthalmic surgeons may be the right target in a large metropolitan area instead. Marketing focuses on identifying groups of people who share similarities and communicate on a regular basis. This interrelationship can help you establish a reputation in the community and the given market. Generally, five categories share characteristics, market needs, and a significant level of interaction. (You may think of other market groups once you begin the process.) 1) Geographic groups a particular neighborhood where you are well known a small town where you have good social mobility a city area where a certain industry is concentrated (e.g., New York garment district) business buildings, apartment or housing complexes 2) Social and religious groups alumni clubs hobby clubs country clubs service groups (Kiwanis, Lions, Rotary, etc.) church-affiliated groups 3) Occupational groups a profession in which you already have family or friends an occupation in which you were previously employed 4) Language, cultural, and ethnic groups a society or club related to a specific nationality or culture which you identify with and can be accepted 5) Natural market groups people you already know well and can approach, such as former classmates, friends, and neighbors The next section describes how to take your first steps in identifying potential markets. You will begin to organize the people you currently know into groups similar to those discussed above. 3
4 2) Exercises to help identify your market Your personal background: Exercise As you complete the Market Development Inventory/Project 200 Form, consider your life experiences and current lifestyle. In the next exercise, think about the following aspects and identify characteristics, interests, and experiences useful in directing you toward various markets. Think more broadly and consider the types of people you have interacted with in the past and continue to associate with now: Family background (parents occupations, community activities, interests, etc.): Educational background (major, favorite subjects, extra-curricular activities): Occupational background (previous jobs, summer jobs, internships, etc.): Outside activities, hobbies, and interests: Professional clubs to which I have belonged: Cities/areas I have lived: Potential market list: Exercise The characteristics of your background should logically direct you toward specific markets. Below are several examples that illustrate potential market groups. Think about your potential markets in this context: Examples: If you were previously a teacher, your markets may be other teachers, school administrators, families in certain neighborhoods with your previous students, school board members, and many others. If your family shares a similar career, such as the medical profession, your markets may be other doctors, associates, and professional colleagues in this field. Other similar attributes they may share would be a medical association or social arenas such as a golf course. If you possess a degree in accounting, you may consider accounting firms, as well as financial officers, auditors, and budget coordinators. Next, complete the following exercise to help you identify specific markets related to your interests and previous experience. Ex. Teacher Ex. Doctors Characteristic Ex. Accountant/Auditor 1. Potential markets School administrators other teachers, families/pta Business owner, professional, hobbies (golf course) Business owner
5 3) your guide to the Market Development Inventory/Project 200 Form Completing this form is very important. You will use this information for the future planning of your market and client-building activities. Your General Agent or Sales Manager will review the results of your Market Development Inventory to assess your market development needs and to assist you in planning a strategy to be effective in your markets. While filling out the form may take some time to complete, it deserves thorough treatment because it is the basis for your marketing plan in your new career. Note: The Market Development Inventory/Project 200 is available in Excel. (Ask your General Agent or Sales Manager for a copy.) You can transfer your prospects information collected in this booklet to the Excel version, which will calculate your data. Specific Market Groups You may wish to reference the following categories when completing the Market Development Inventory Form. (This is a partial list.) Type of businesses/companies with whom you do business Market Groups A & D Auto Dealer Electrician Landscaper Real Estate Baker Florist Lumber Restaurant Banker Grocer Movers Roofer Builder Hardware Newspaper Salesman Clothing Store Heating Nurse Service Station Computer/Technical Hotel Painter Sporting Goods Decorator Jeweler Pharmacist Tailor Dry Cleaner Landlord Plumber Professionals Market Group B (People with advanced education & usually licensed) Accountant Dentist Engineer Attorney Doctor Government employees/officials Market Group C City Council Fireman School Teachers City Gov t./manager Military/Nat l. Guard Urban Planners Court System Police Known from previous work Market Group E Work Associates Previous Competitors Previous Clients Professional/trade associations Market Group H Chamber of Commerce Women of Business Associations Estate Planning Council Trade/Occupation - Specific Associations Civic groups Market Group J Arts Festival Sponsors Museums Theatrical Group Ballet Group Symphony Service clubs Market Group K Church/Temple Groups Red Cross YMCA Kiwanis Rotary YWCA Hobbies Market Group N Art Cards Golf Photography Baseball Country Club Health Club Tennis Bowling Dancing Music 5
6 How to complete the form Begin by reviewing categories A through P of the Market Groups listed in the Market Development Inventory/Project 200 Form. Note the information required for each individual listed. While you may not know the exact information for each person, your estimate should be as accurate as possible. List all the individuals you know in each Market Group then fill in the descriptive information for each person and check off the appropriate Yearly Income, Age, Family Status, etc. It is possible that one person may appear in several Market Group Categories. For example, if you are associated with a doctor, he or she can be a Business Owner (category A), a Professional (Category B), and belong to the same Religious Organization (Category M). Other similar attributes they may share would be a medical association, or social clubs such as a golf course. Note that for Age, five categories are provided. Select the most accurate choice and check off that box, then check off the box titled Within 5 Years+/-Your Age (if applicable). After you have entered the required information, tally the Market Group Categories on the Summary of Market Groups page, or enter the information into the auto-calculating Market Development Inventory/Project 200 spreadsheet found on FieldNet. When you ve finished the Summary of Market Groups, give this completed booklet to your General Agent or Sales Manager. (Keep a copy for yourself. If you ve completed the electronic version, it instead.) He or she will discuss completion of the Market Identification Exercises and other activities in your Career Sampling process. Once you have completed the Market Development Inventory/Project 200 Form, meet with your General Agent or Sales Manager to confirm your priorities for approaching these markets. 6
7 4) Next steps: Your market strategy After you have prioritized your potential markets, you will want to prepare for your client-building activities. The next step is to enter each prospect into your database for future contact. If you use OCS cards as your database, transfer the names from your Market Development Inventory to yellow OCS prospect cards. On these cards, indicate the prospect s market in the lower right-hand corner of the card. In this way, after you have begun working with your OCS, you will be able to recall the prospect s original market. If you use an electronic or other database, enter all the information into the database. Be sure to set up your database in a way that you can indicate the market for each name entered. For each potential market, fill out the Market Strategy Worksheet below. By completing this form, you will be able to anticipate the activities to sell effectively to your specific markets. Potential market: Sources of names: Promotional opportunities: What form of pre-approach (if any) will be used? How/when will you ask for referrals in this market? Indicate the approach you think best to create interest: What needs do you think will be uncovered? List products and/or services which may be used to fit their needs: How do you intend to present these solutions? What closing objections would you anticipate? In the delivery process, what service can you perform? When is the best time for the next review? 7
8 Market Development Inventory/Project 200 Form Market Group Categories Once you ve filled in the information below on your prospective clients, choose the category that best describes them and place that letter in the Market Group Letter column. Occupational/Business Related: A. B. C. Business Owners (Include Self-employed) Professionals (MDs, Dentists, Attorneys, CPAs, etc.) Government Employees/Officials (Federal, State, Local, Military) D. E. People with whom you do business People known from your previous work (Co-workers, Customers, Competitors) F. G. H. People in the office building where you work People known from significant other s work Members of professional/trade associations Market Development Inventory Mailing List 1. Name Address City State Zip Code Phone Number
9 Social/Civic/Avocational: I. J. Alumni Groups Civic Groups K. L. Service Clubs Parent Teacher Association M. N. Religious Organizations Hobbies O. P. School Friends Neighbors/Relatives Occupation Employer Yearly Income Age Family Status Contact Frequency Familiarity Business Type/ Occupation Business/ Employer Name Market Group Letter Under $35,000 $35,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single, Children Married, No Children Married, Children More Than 5 Times 1-5 Times Not At All Close Friend or Relative Speaking Acquaintance 9
10 Market Development Inventory/Project 200 Form Market Group Categories Once you ve filled in the information below on your prospective clients, choose the category that best describes them and place that letter in the Market Group Letter column. Occupational/Business Related: A. B. C. Business Owners (Include Self-employed) Professionals (MDs, Dentists, Attorneys, CPAs, etc.) Government Employees/Officials (Federal, State, Local, Military) D. E. People with whom you do business People known from your previous work (Co-workers, Customers, Competitors) F. G. H. People in the office building where you work People known from significant other s work Members of professional/trade associations Market Development Inventory Mailing List 11. Name Address City State Zip Code Phone Number
11 Social/Civic/Avocational: I. J. Alumni Groups Civic Groups K. L. Service Clubs Parent Teacher Association M. N. Religious Organizations Hobbies O. P. School Friends Neighbors/Relatives Occupation Employer Yearly Income Age Family Status Contact Frequency Familiarity Business Type/ Occupation Business/ Employer Name Market Group Letter Under $35,000 $35,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single, Children Married, No Children Married, Children More Than 5 Times 1-5 Times Not At All Close Friend or Relative Speaking Acquaintance 11
12 Market Development Inventory/Project 200 Form Market Group Categories Once you ve filled in the information below on your prospective clients, choose the category that best describes them and place that letter in the Market Group Letter column. Occupational/Business Related: A. B. C. Business Owners (Include Self-employed) Professionals (MDs, Dentists, Attorneys, CPAs, etc.) Government Employees/Officials (Federal, State, Local, Military) D. E. People with whom you do business People known from your previous work (Co-workers, Customers, Competitors) F. G. H. People in the office building where you work People known from significant other s work Members of professional/trade associations Market Development Inventory Mailing List 21. Name Address City State Zip Code Phone Number
13 Social/Civic/Avocational: I. J. Alumni Groups Civic Groups K. L. Service Clubs Parent Teacher Association M. N. Religious Organizations Hobbies O. P. School Friends Neighbors/Relatives Occupation Employer Yearly Income Age Family Status Contact Frequency Familiarity Business Type/ Occupation Business/ Employer Name Market Group Letter Under $35,000 $35,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single, Children Married, No Children Married, Children More Than 5 Times 1-5 Times Not At All Close Friend or Relative Speaking Acquaintance 13
14 Market Development Inventory/Project 200 Form Market Group Categories Once you ve filled in the information below on your prospective clients, choose the category that best describes them and place that letter in the Market Group Letter column. Occupational/Business Related: A. B. C. Business Owners (Include Self-employed) Professionals (MDs, Dentists, Attorneys, CPAs, etc.) Government Employees/Officials (Federal, State, Local, Military) D. E. People with whom you do business People known from your previous work (Co-workers, Customers, Competitors) F. G. H. People in the office building where you work People known from significant other s work Members of professional/trade associations Market Development Inventory Mailing List 31. Name Address City State Zip Code Phone Number
15 Social/Civic/Avocational: I. J. Alumni Groups Civic Groups K. L. Service Clubs Parent Teacher Association M. N. Religious Organizations Hobbies O. P. School Friends Neighbors/Relatives Occupation Employer Yearly Income Age Family Status Contact Frequency Familiarity Business Type/ Occupation Business/ Employer Name Market Group Letter Under $35,000 $35,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single, Children Married, No Children Married, Children More Than 5 Times 1-5 Times Not At All Close Friend or Relative Speaking Acquaintance 15
16 Market Development Inventory/Project 200 Form Market Group Categories Once you ve filled in the information below on your prospective clients, choose the category that best describes them and place that letter in the Market Group Letter column. Occupational/Business Related: A. B. C. Business Owners (Include Self-employed) Professionals (MDs, Dentists, Attorneys, CPAs, etc.) Government Employees/Officials (Federal, State, Local, Military) D. E. People with whom you do business People known from your previous work (Co-workers, Customers, Competitors) F. G. H. People in the office building where you work People known from significant other s work Members of professional/trade associations Market Development Inventory Mailing List 41. Name Address City State Zip Code Phone Number
17 Social/Civic/Avocational: I. J. Alumni Groups Civic Groups K. L. Service Clubs Parent Teacher Association M. N. Religious Organizations Hobbies O. P. School Friends Neighbors/Relatives Occupation Employer Yearly Income Age Family Status Contact Frequency Familiarity Business Type/ Occupation Business/ Employer Name Market Group Letter Under $35,000 $35,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single, Children Married, No Children Married, Children More Than 5 Times 1-5 Times Not At All Close Friend or Relative Speaking Acquaintance 17
18 Market Development Inventory/Project 200 Form Market Group Categories Once you ve filled in the information below on your prospective clients, choose the category that best describes them and place that letter in the Market Group Letter column. Occupational/Business Related: A. B. C. Business Owners (Include Self-employed) Professionals (MDs, Dentists, Attorneys, CPAs, etc.) Government Employees/Officials (Federal, State, Local, Military) D. E. People with whom you do business People known from your previous work (Co-workers, Customers, Competitors) F. G. H. People in the office building where you work People known from significant other s work Members of professional/trade associations Market Development Inventory Mailing List 51. Name Address City State Zip Code Phone Number
19 Social/Civic/Avocational: I. J. Alumni Groups Civic Groups K. L. Service Clubs Parent Teacher Association M. N. Religious Organizations Hobbies O. P. School Friends Neighbors/Relatives Occupation Employer Yearly Income Age Family Status Contact Frequency Familiarity Business Type/ Occupation Business/ Employer Name Market Group Letter Under $35,000 $35,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single, Children Married, No Children Married, Children More Than 5 Times 1-5 Times Not At All Close Friend or Relative Speaking Acquaintance 19
20 Market Development Inventory/Project 200 Form Market Group Categories Once you ve filled in the information below on your prospective clients, choose the category that best describes them and place that letter in the Market Group Letter column. Occupational/Business Related: A. B. C. Business Owners (Include Self-employed) Professionals (MDs, Dentists, Attorneys, CPAs, etc.) Government Employees/Officials (Federal, State, Local, Military) D. E. People with whom you do business People known from your previous work (Co-workers, Customers, Competitors) F. G. H. People in the office building where you work People known from significant other s work Members of professional/trade associations Market Development Inventory Mailing List 61. Name Address City State Zip Code Phone Number
21 Social/Civic/Avocational: I. J. Alumni Groups Civic Groups K. L. Service Clubs Parent Teacher Association M. N. Religious Organizations Hobbies O. P. School Friends Neighbors/Relatives Occupation Employer Yearly Income Age Family Status Contact Frequency Familiarity Business Type/ Occupation Business/ Employer Name Market Group Letter Under $35,000 $35,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single, Children Married, No Children Married, Children More Than 5 Times 1-5 Times Not At All Close Friend or Relative Speaking Acquaintance 21
22 Market Development Inventory/Project 200 Form Market Group Categories Once you ve filled in the information below on your prospective clients, choose the category that best describes them and place that letter in the Market Group Letter column. Occupational/Business Related: A. B. C. Business Owners (Include Self-employed) Professionals (MDs, Dentists, Attorneys, CPAs, etc.) Government Employees/Officials (Federal, State, Local, Military) D. E. People with whom you do business People known from your previous work (Co-workers, Customers, Competitors) F. G. H. People in the office building where you work People known from significant other s work Members of professional/trade associations Market Development Inventory Mailing List 71. Name Address City State Zip Code Phone Number
23 Social/Civic/Avocational: I. J. Alumni Groups Civic Groups K. L. Service Clubs Parent Teacher Association M. N. Religious Organizations Hobbies O. P. School Friends Neighbors/Relatives Occupation Employer Yearly Income Age Family Status Contact Frequency Familiarity Business Type/ Occupation Business/ Employer Name Market Group Letter Under $35,000 $35,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single, Children Married, No Children Married, Children More Than 5 Times 1-5 Times Not At All Close Friend or Relative Speaking Acquaintance 23
24 Market Development Inventory/Project 200 Form Market Group Categories Once you ve filled in the information below on your prospective clients, choose the category that best describes them and place that letter in the Market Group Letter column. Occupational/Business Related: A. B. C. Business Owners (Include Self-employed) Professionals (MDs, Dentists, Attorneys, CPAs, etc.) Government Employees/Officials (Federal, State, Local, Military) D. E. People with whom you do business People known from your previous work (Co-workers, Customers, Competitors) F. G. H. People in the office building where you work People known from significant other s work Members of professional/trade associations Market Development Inventory Mailing List 81. Name Address City State Zip Code Phone Number
25 Social/Civic/Avocational: I. J. Alumni Groups Civic Groups K. L. Service Clubs Parent Teacher Association M. N. Religious Organizations Hobbies O. P. School Friends Neighbors/Relatives Occupation Employer Yearly Income Age Family Status Contact Frequency Familiarity Business Type/ Occupation Business/ Employer Name Market Group Letter Under $35,000 $35,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single, Children Married, No Children Married, Children More Than 5 Times 1-5 Times Not At All Close Friend or Relative Speaking Acquaintance 25
26 Market Development Inventory/Project 200 Form Market Group Categories Once you ve filled in the information below on your prospective clients, choose the category that best describes them and place that letter in the Market Group Letter column. Occupational/Business Related: A. B. C. Business Owners (Include Self-employed) Professionals (MDs, Dentists, Attorneys, CPAs, etc.) Government Employees/Officials (Federal, State, Local, Military) D. E. People with whom you do business People known from your previous work (Co-workers, Customers, Competitors) F. G. H. People in the office building where you work People known from significant other s work Members of professional/trade associations Market Development Inventory Mailing List 91. Name Address City State Zip Code Phone Number
27 Social/Civic/Avocational: I. J. Alumni Groups Civic Groups K. L. Service Clubs Parent Teacher Association M. N. Religious Organizations Hobbies O. P. School Friends Neighbors/Relatives Occupation Employer Yearly Income Age Family Status Contact Frequency Familiarity Business Type/ Occupation Business/ Employer Name Market Group Letter Under $35,000 $35,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single, Children Married, No Children Married, Children More Than 5 Times 1-5 Times Not At All Close Friend or Relative Speaking Acquaintance 27
28 Market Development Inventory/Project 200 Form Market Group Categories Once you ve filled in the information below on your prospective clients, choose the category that best describes them and place that letter in the Market Group Letter column. Occupational/Business Related: A. B. C. Business Owners (Include Self-employed) Professionals (MDs, Dentists, Attorneys, CPAs, etc.) Government Employees/Officials (Federal, State, Local, Military) D. E. People with whom you do business People known from your previous work (Co-workers, Customers, Competitors) F. G. H. People in the office building where you work People known from significant other s work Members of professional/trade associations Market Development Inventory Mailing List 101. Name Address City State Zip Code Phone Number
29 Social/Civic/Avocational: I. J. Alumni Groups Civic Groups K. L. Service Clubs Parent Teacher Association M. N. Religious Organizations Hobbies O. P. School Friends Neighbors/Relatives Occupation Employer Yearly Income Age Family Status Contact Frequency Familiarity Business Type/ Occupation Business/ Employer Name Market Group Letter Under $35,000 $35,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single, Children Married, No Children Married, Children More Than 5 Times 1-5 Times Not At All Close Friend or Relative Speaking Acquaintance 29
30 Market Development Inventory/Project 200 Form Market Group Categories Once you ve filled in the information below on your prospective clients, choose the category that best describes them and place that letter in the Market Group Letter column. Occupational/Business Related: A. B. C. Business Owners (Include Self-employed) Professionals (MDs, Dentists, Attorneys, CPAs, etc.) Government Employees/Officials (Federal, State, Local, Military) D. E. People with whom you do business People known from your previous work (Co-workers, Customers, Competitors) F. G. H. People in the office building where you work People known from significant other s work Members of professional/trade associations Market Development Inventory Mailing List 111. Name Address City State Zip Code Phone Number
31 Social/Civic/Avocational: I. J. Alumni Groups Civic Groups K. L. Service Clubs Parent Teacher Association M. N. Religious Organizations Hobbies O. P. School Friends Neighbors/Relatives Occupation Employer Yearly Income Age Family Status Contact Frequency Familiarity Business Type/ Occupation Business/ Employer Name Market Group Letter Under $35,000 $35,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single, Children Married, No Children Married, Children More Than 5 Times 1-5 Times Not At All Close Friend or Relative Speaking Acquaintance 31
32 Market Development Inventory/Project 200 Form Market Group Categories Once you ve filled in the information below on your prospective clients, choose the category that best describes them and place that letter in the Market Group Letter column. Occupational/Business Related: A. B. C. Business Owners (Include Self-employed) Professionals (MDs, Dentists, Attorneys, CPAs, etc.) Government Employees/Officials (Federal, State, Local, Military) D. E. People with whom you do business People known from your previous work (Co-workers, Customers, Competitors) F. G. H. People in the office building where you work People known from significant other s work Members of professional/trade associations Market Development Inventory Mailing List 121. Name Address City State Zip Code Phone Number
33 Social/Civic/Avocational: I. J. Alumni Groups Civic Groups K. L. Service Clubs Parent Teacher Association M. N. Religious Organizations Hobbies O. P. School Friends Neighbors/Relatives Occupation Employer Yearly Income Age Family Status Contact Frequency Familiarity Business Type/ Occupation Business/ Employer Name Market Group Letter Under $35,000 $35,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single, Children Married, No Children Married, Children More Than 5 Times 1-5 Times Not At All Close Friend or Relative Speaking Acquaintance 33
34 Market Development Inventory/Project 200 Form Market Group Categories Once you ve filled in the information below on your prospective clients, choose the category that best describes them and place that letter in the Market Group Letter column. Occupational/Business Related: A. B. C. Business Owners (Include Self-employed) Professionals (MDs, Dentists, Attorneys, CPAs, etc.) Government Employees/Officials (Federal, State, Local, Military) D. E. People with whom you do business People known from your previous work (Co-workers, Customers, Competitors) F. G. H. People in the office building where you work People known from significant other s work Members of professional/trade associations Market Development Inventory Mailing List 131. Name Address City State Zip Code Phone Number
35 Social/Civic/Avocational: I. J. Alumni Groups Civic Groups K. L. Service Clubs Parent Teacher Association M. N. Religious Organizations Hobbies O. P. School Friends Neighbors/Relatives Occupation Employer Yearly Income Age Family Status Contact Frequency Familiarity Business Type/ Occupation Business/ Employer Name Market Group Letter Under $35,000 $35,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single, Children Married, No Children Married, Children More Than 5 Times 1-5 Times Not At All Close Friend or Relative Speaking Acquaintance 35
36 Market Development Inventory/Project 200 Form Market Group Categories Once you ve filled in the information below on your prospective clients, choose the category that best describes them and place that letter in the Market Group Letter column. Occupational/Business Related: A. B. C. Business Owners (Include Self-employed) Professionals (MDs, Dentists, Attorneys, CPAs, etc.) Government Employees/Officials (Federal, State, Local, Military) D. E. People with whom you do business People known from your previous work (Co-workers, Customers, Competitors) F. G. H. People in the office building where you work People known from significant other s work Members of professional/trade associations Market Development Inventory Mailing List 141. Name Address City State Zip Code Phone Number
37 Social/Civic/Avocational: I. J. Alumni Groups Civic Groups K. L. Service Clubs Parent Teacher Association M. N. Religious Organizations Hobbies O. P. School Friends Neighbors/Relatives Occupation Employer Yearly Income Age Family Status Contact Frequency Familiarity Business Type/ Occupation Business/ Employer Name Market Group Letter Under $35,000 $35,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single, Children Married, No Children Married, Children More Than 5 Times 1-5 Times Not At All Close Friend or Relative Speaking Acquaintance 37
38 Market Development Inventory/Project 200 Form Market Group Categories Once you ve filled in the information below on your prospective clients, choose the category that best describes them and place that letter in the Market Group Letter column. Occupational/Business Related: A. B. C. Business Owners (Include Self-employed) Professionals (MDs, Dentists, Attorneys, CPAs, etc.) Government Employees/Officials (Federal, State, Local, Military) D. E. People with whom you do business People known from your previous work (Co-workers, Customers, Competitors) F. G. H. People in the office building where you work People known from significant other s work Members of professional/trade associations Market Development Inventory Mailing List 151. Name Address City State Zip Code Phone Number
39 Social/Civic/Avocational: I. J. Alumni Groups Civic Groups K. L. Service Clubs Parent Teacher Association M. N. Religious Organizations Hobbies O. P. School Friends Neighbors/Relatives Occupation Employer Yearly Income Age Family Status Contact Frequency Familiarity Business Type/ Occupation Business/ Employer Name Market Group Letter Under $35,000 $35,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single, Children Married, No Children Married, Children More Than 5 Times 1-5 Times Not At All Close Friend or Relative Speaking Acquaintance 39
40 Market Development Inventory/Project 200 Form Market Group Categories Once you ve filled in the information below on your prospective clients, choose the category that best describes them and place that letter in the Market Group Letter column. Occupational/Business Related: A. B. C. Business Owners (Include Self-employed) Professionals (MDs, Dentists, Attorneys, CPAs, etc.) Government Employees/Officials (Federal, State, Local, Military) D. E. People with whom you do business People known from your previous work (Co-workers, Customers, Competitors) F. G. H. People in the office building where you work People known from significant other s work Members of professional/trade associations Market Development Inventory Mailing List 161. Name Address City State Zip Code Phone Number
41 Social/Civic/Avocational: I. J. Alumni Groups Civic Groups K. L. Service Clubs Parent Teacher Association M. N. Religious Organizations Hobbies O. P. School Friends Neighbors/Relatives Occupation Employer Yearly Income Age Family Status Contact Frequency Familiarity Business Type/ Occupation Business/ Employer Name Market Group Letter Under $35,000 $35,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single, Children Married, No Children Married, Children More Than 5 Times 1-5 Times Not At All Close Friend or Relative Speaking Acquaintance 41
42 Market Development Inventory/Project 200 Form Market Group Categories Once you ve filled in the information below on your prospective clients, choose the category that best describes them and place that letter in the Market Group Letter column. Occupational/Business Related: A. B. C. Business Owners (Include Self-employed) Professionals (MDs, Dentists, Attorneys, CPAs, etc.) Government Employees/Officials (Federal, State, Local, Military) D. E. People with whom you do business People known from your previous work (Co-workers, Customers, Competitors) F. G. H. People in the office building where you work People known from significant other s work Members of professional/trade associations Market Development Inventory Mailing List 171. Name Address City State Zip Code Phone Number
43 Social/Civic/Avocational: I. J. Alumni Groups Civic Groups K. L. Service Clubs Parent Teacher Association M. N. Religious Organizations Hobbies O. P. School Friends Neighbors/Relatives Occupation Employer Yearly Income Age Family Status Contact Frequency Familiarity Business Type/ Occupation Business/ Employer Name Market Group Letter Under $35,000 $35,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single, Children Married, No Children Married, Children More Than 5 Times 1-5 Times Not At All Close Friend or Relative Speaking Acquaintance 43
44 Market Development Inventory/Project 200 Form Market Group Categories Once you ve filled in the information below on your prospective clients, choose the category that best describes them and place that letter in the Market Group Letter column. Occupational/Business Related: A. B. C. Business Owners (Include Self-employed) Professionals (MDs, Dentists, Attorneys, CPAs, etc.) Government Employees/Officials (Federal, State, Local, Military) D. E. People with whom you do business People known from your previous work (Co-workers, Customers, Competitors) F. G. H. People in the office building where you work People known from significant other s work Members of professional/trade associations Market Development Inventory Mailing List 181. Name Address City State Zip Code Phone Number
45 Social/Civic/Avocational: I. J. Alumni Groups Civic Groups K. L. Service Clubs Parent Teacher Association M. N. Religious Organizations Hobbies O. P. School Friends Neighbors/Relatives Occupation Employer Yearly Income Age Family Status Contact Frequency Familiarity Business Type/ Occupation Business/ Employer Name Market Group Letter Under $35,000 $35,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single, Children Married, No Children Married, Children More Than 5 Times 1-5 Times Not At All Close Friend or Relative Speaking Acquaintance 45
46 Market Development Inventory/Project 200 Form Market Group Categories Once you ve filled in the information below on your prospective clients, choose the category that best describes them and place that letter in the Market Group Letter column. Occupational/Business Related: A. B. C. Business Owners (Include Self-employed) Professionals (MDs, Dentists, Attorneys, CPAs, etc.) Government Employees/Officials (Federal, State, Local, Military) D. E. People with whom you do business People known from your previous work (Co-workers, Customers, Competitors) F. G. H. People in the office building where you work People known from significant other s work Members of professional/trade associations Market Development Inventory Mailing List 191. Name Address City State Zip Code Phone Number
47 Social/Civic/Avocational: I. J. Alumni Groups Civic Groups K. L. Service Clubs Parent Teacher Association M. N. Religious Organizations Hobbies O. P. School Friends Neighbors/Relatives Occupation Employer Yearly Income Age Family Status Contact Frequency Familiarity Business Type/ Occupation Business/ Employer Name Market Group Letter Under $35,000 $35,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single, Children Married, No Children Married, Children More Than 5 Times 1-5 Times Not At All Close Friend or Relative Speaking Acquaintance 47
48 Summary of Market Groups Market Development Inventory Name: Agency: Date: Letter Assigned to Each Market Group A B C D E F G H I J K L M N O P Total Number of Names Listed in Each Market Group Yearly Income Age Family Status How Often Spoken To In Last Year How Well Known Under $35,000 $35,000-49,999 $50,000-74,999 $75,000-99,999 Over $100,000 Under 25 Years And Over Within 5 Years +/- Your Age Single, No Children Single & Children Married, No Children Married & Children More Than 5 Times 1 5 Times Not At All Close Friend or Relative Speaking Acquaintance 2013 Massachusetts Mutual Life Insurance Company, Springfield, MA All rights reserved. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. RC CRN
6 Ways to Describe Your Community
APPENDIX 10 6 Ways to Describe Your Community Lifestyles & Interests Groups & Affiliations Agencies & Services Social & Economic Factors Community Assets Changes occurring Public libraries are deeply inclusive
More informationProspecting - The First Step Towards Success
Prospecting - The First Step Towards Success Identifying good prospects is one of the most important parts of your job as a Winner s Circle volunteer. To ensure your success, you will want to begin a prospect
More informationSMALL COMMERCIAL HARD EQUITY LOANS: Frequently Asked Questions
SMALL COMMERCIAL HARD EQUITY LOANS: Frequently Asked Questions By Gary Opper, Approved Financial Corporation, Weston, FL 954-384-4557 Fax 954-384-5483 What Is The Definition Of "Small" Commercial Hard
More informationProspecting Guide. Name : Address : Agency Code No. : Phone No. :
Prospecting Guide DAILY PROSPECTING IS THE LIFE INSURANCE SALESMAN s KEY TO SUCCESS. Remember, prospecting is the foundation on which the structure of your selling activity is to be built. The stronger
More informationUsing your circle of contacts to create job leads
Using your circle of contacts to create job leads The idea of the circle of contacts was created by Larry Robbin, a nationally known expert in the area of workforce development. Here is how he describes
More informationFinding the Right College for You
Finding the Right College for You Are You on a Quest to Find the One? One college may seem a perfect fit; however, there are likely several colleges where you could be happy and successful. The key to
More informationFinancial planning data and information requests
A Financial Planning Workbook for Clients Financial planning data and information requests MML Investors Services, LLC Name Name Advisor Date This workbook is designed to assist you with the gathering
More informationJob Search. How to make your job search successful
Job Search How to make your job search successful Pick a major that relates to a specific job or occupation. Get a great GPA. Participate in leadership activities. Secure internships, summer jobs, part-time
More informationA-A A-B A-C C-A C-B C-C PS-A PS-B PS-C X X X X X X
Lesson Plan 3: Your Transferable Skills Core www.collegeincolorado.org Area: Job Search Total Time: One 50-55 minute class period Target Grades: Grades 10-12 Suggested Timeline: Any time during the school
More informationCritical Career and Professional Networking Tips: Key Networking Advice for the SOC 35 th Networking Challenge!
Critical Career and Professional Networking Tips: Key Networking Advice for the SOC 35 th Networking Challenge! These 16 job search career networking tips how to build and strengthen your network, the
More informationAn Educational Guide for Individuals. Radius. Our Premier Disability Income Insurance Protection. Insurance Strategies NOT FOR USE IN CALIFORNIA.
An Educational Guide for Individuals Radius Our Premier Disability Income Insurance Protection Insurance Strategies NOT FOR USE IN CALIFORNIA. Do you need your paycheck? Almost everyone does. In fact,
More informationThe Growth of Business Groups and their Impact on Mailing Lists
Ed Burnett The Growth of Business Groups and their Impact on Mailing Lists During the course of a career that spans more than 40 years in the direct mail marketing business, Ed Burnett has helped mailers
More informationTake-Off and Grow Program Event Planning/Promotion Strategies:
General Public Take-Off and Grow Program Event Planning/Promotion Strategies: While we tend to think of the General Public as that of a population in a given area, in reality the General Public is composed
More informationGOAL SETTING FORM. 1. What are your short term goals? (Within a year or less) 2. What are your long term career goals within the next 5 years?
GOAL SETTING FORM Name Age (Optional) Address Major Telephone # Classification 1. What are your short term goals? (Within a year or less) 2. What are your long term career goals within the next 5 years?
More information1. Networking works and is an essential job search tool because the job market (both the advertised and hidden) is decentralized.
What Is Networking? As a job technique: Connecting and interacting with others through informational interviewing for the purpose of exchanging information and acquiring advice and referrals to assist
More informationJOB SEARCH PACKET BRING YOUR RESUME IN TO BE CRITIQUED MONDAY THROUGH FRIDAY 2-4 PM
JOB SEARCH PACKET BRING YOUR RESUME IN TO BE CRITIQUED MONDAY THROUGH FRIDAY 2-4 PM Career Services? Lighty Student Services Building, Room 180? 509-335-2546? www.careers.wsu.edu 2 STEPS FOR A SUCCESSFUL
More information100 LAWYER MARKETING TIPS
100 LAWYER MARKETING TIPS 1. Produce Seminars a) Target your audience b) Use hand outs c) Conduct next day debriefing for identifying leads d) Prioritize and execute real lead follow ups e) Send written
More informationElite advisor program
MassMutual s Elite advisor program Keeping Your Brand at the Front of the Mind insure invest retire FOR INTERMEDIARY USE ONLY. Retirement Services At MassMutual we recognize that our success as a business
More informationTopic 1: Think Like a
Topic 1: Think Like a Millionaire Real Estate Agent Get Ready! Complete the questions on this page as a warm up to prepare for your coaching call. How would you rate your current MREA Model of Lead Generation
More informationBuilding Your Prospecting Reservoir. Agent Guide. National Life Insurance Company Experience Life 61113 MK1089(0213) TC72281(0213)3
Building Your Prospecting Reservoir Agent Guide National Life Insurance Company Experience Life 61113 MK1089(0213) TC72281(0213)3 Building Your Prospecting Reservoir Contents Building Your Prospecting
More informationAn Educational Guide for Business Owners. MassMutual s QuickClose SM Program. The collateral you need to close on your business loan fast!
An Educational Guide for Business Owners MassMutual s QuickClose SM Program The collateral you need to close on your business loan fast! You know just what it ll take for your business to succeed. Depending
More informationCareer Opportunities for Financial Services Representatives. Unlimit your potential.
Career Opportunities for Financial Services Representatives Unlimit your potential. Unconditional your expectations. You ve already experienced the satisfaction of helping people identify their goals,
More informationWhy Rent When You Can Own?
An Educational Guide for Consumers Why Rent When You Can Own? A comparison of term and permanent life insurance insure Insurance invest Strategies retire 3 Your coverage options 4 The Owning vs. Renting
More informationPlanning your retirement income strategy
A Fact Finder for Individuals Planning your retirement income strategy Retire confidently insure invest retire Personal information To create a sound income strategy designed to meet your retirement income
More informationIncrease Your Business by Building Your Database
Increase Your Business by Building Your Database Presented by: Your database is a great asset to your business. Keep it current, use it and make it work for you to reap the rewards. What We Will Discuss
More informationEXHIBIT A BUSINESS TAX RECEIPT FEE SCHEDULE
EXHIBIT A BUSINESS TAX RECEIPT FEE SCHEDULE OCCUPATION FEE A Admin. Office / Agency $39 Advertising Directory Mail $49 Alterations $19 Animal Grooming $44 Animal Hospital $51 Animal Kennel $49 Appliance
More informationHealth, Wealth & Happiness In Retirement. The impact of health on retiree lifestyles and satisfaction with life. March 2015
Health, Wealth & Happiness In Retirement The impact of health on retiree lifestyles and satisfaction with life. March 2015 Background and Methodology This report presents the results of research conducted
More informationSUGGESTED CAREER CHOICE LIST
& Oubl High Demand Jobs in Region V First Line Supervisors of Construction Trades & Extraction Workers Registered Nurses Truck Drivers Carpenters Electricians High Demand Jobs in Iowa SUGGESTED CAREER
More information250 Places To. Find Leads. Get Your Memory Jogged With These 250 Ideas
250 Places To 2009 Find Leads Leads can be found in many different places. From that referral agent that sent you a transaction years ago to your financial planner there are transactions in many places
More informationProtect your business and preserve your legacy. The 10 questions every business owner should consider.
Protect your business and preserve your legacy. The 10 questions every business owner should consider. Our top ten questions and answers While there are many Top Ten Questions lists published in the financial
More informationBUSINESS PLAN OUTLINE
BUSINESS PLAN OUTLINE Prepared by: Stephen Gizzi, Esq. Gizzi & Reep, LLP Benicia, CA (707) 748 0900 www.solanolawgroup.com THOSE WHO FAIL TO PLAN; PLAN TO FAIL SIMPLE BUSINESS PLAN FORMAT 1 1) EECUTIVE
More informationSEMINAR PLANNING GUIDE
SEMINAR PLANNING GUIDE A complete guide and checklist for successful sessions with clients and prospects CONDUCTING A SUCCESSFUL SEMINAR Putting together a seminar can be time consuming and stressful,
More informationDeferred Income Annuity (DIA)
Deferred Income Annuity (DIA) Actuaries Club of Hartford/Springfield Hartford, Connecticut May 21, 2014 Presented by: Jennifer Healy CRN201412-182563 Agenda Defining DIA The Product The Fit Why Now? The
More informationJob Search Techniques Internship & Job Search Series
Job Search Techniques Internship & Job Search Series Perform a self-assessment Consider the following questions: What are one s interests: What do you like to do? What are one s skills: What do you do
More informationProject 1: Loan Originator Business Plan RES 164 Residential Finance
Project 1: Loan Originator Business Plan RES 164 Residential Finance Surviving and Thriving in Today s Residential Financial Market Learn the skills and tools to secure your future in the mortgage arena
More informationTITLE: EXAMPLES OF RETAIL SALES AND NUMBER: ES.A.10.3 SERVICE ESTABLISHMENTS SEE ALSO: ES.A.10.1 ES.A.10.2 CHAPTER: RCW 49.46.130(3) ISSUED: 1/2/2002
ADMINISTRATIVE POLICY STATE OF WASHINGTON DEPARTMENT OF LABOR AND INDUSTRIES EMPLOYMENT STANDARDS TITLE: EXAMPLES OF RETAIL SALES AND NUMBER: ES.A.10.3 SERVICE ESTABLISHMENTS SEE ALSO: ES.A.10.1 ES.A.10.2
More informationSmall-business prospecting guide
Small-business prospecting guide P For financial professional use only. Not for use with the public. Make the most of an untapped market Small-Business Life Insurance Kit M-5136 Page 1 of 6 Start reaching
More information2. What type of job are you seeking? It can help to have a specific objective or use the position to craft a targeted resume.
The Purpose of a Resume A Marketing Tool: Designed to capture attention and get you to the next stage in the recruitment process. It presents the skills, accomplishments and qualifications that you bring
More informationProspecting. in the Business Planning Market. For agent use only. This material may not be used with the public. LIFE-5663-Prospecting 02/16
Prospecting in the Business Planning Market LIFE-5663-Prospecting 02/16 For agent use only. This material may not be used with the public. WHAT IS PROSPECTING? In simplest terms, prospecting is all about
More informationSteps to a Strategic Marketing Plan
Steps to a Strategic Marketing Plan Here s how to make sure both you and your patients know what makes your practice special. Rebecca Anwar, PhD, and Judy Capko For many physicians, marketing is simply
More informationWestern Illinois University School of Nursing
Western Illinois University School of Nursing APPLICATION FOR ADMISSION Baccalaureate of Science in Nursing RETURN THIS FORM TO: Western Illinois University School of Nursing Waggoner Hall 339 1 University
More informationU.S. FIGURE SKATING ASSOCIATION
U.S. FIGURE SKATING ASSOCIATION SPONSORSHIP INFORMATION AND SUGGESTIONS FOR FIGURE SKATING ATHLETES Individuals and Teams There are two types of sponsorship athletes can obtain to help subsidize training
More informationDEVELOPING JOB SEARCH STRATEGIES
DEVELOPING JOB SEARCH STRATEGIES DEVELOPING JOB SEARCH STRATEGIES Skill development is one component of a job search. A professional resume and well-defined interviewing skills will enable the job seeker
More informationParent Guide Exploring Higher Education with Your Child. The Great College Mystery
Parent Guide Exploring Higher Education with Your Child The Great College Mystery This guide will let you know what your child is learning in school about preparing for high school graduation and further
More informationHiring An Independent
SINCEOUCARE A Series of Guides from in Cooperation with the National Alliance for Caregiving Hiring An Independent Caregiver About the Subject As people age or due to a life-changing event such as a stroke
More informationPOLITICAL SCIENCE. What can I do with this major?
LOCAL AND STATE GOVERNMENT Public Policy Urban Planning City or Town Management Legislative, Executive, or Judicial Services Program Administration General Services Community Affairs Social Services Law
More informationLesson Plan. Overview: Economic Concepts Covered in the Lesson Plan: Learning Objectives: Estimated Time Required: Materials needed:
Lesson Plan What is the importance of developing job skills? Overview: This lesson introduces students to the connection between education attainment and earning potential. Students will participate in
More informationFundraising Handbook. NFI Vermont, Inc. St. Albans Newport. Turning Points School. Community Alternative Program. St. Albans. Centerpoint School
Fundraising Handbook St. Albans Community Alternative Program St. Albans Newport Turning Points School Centerpoint School Group Home Shelburne House Winooski Burlington Williston Hardwick St. Johnsbury
More informationJob & Internship Search
Job & Internship Search Have a Question? Come to Our Drop-In Hours! Monday-Friday 2:00-4:00pm Academic Success and Career Center Washington State University Lighty 160-180 509-335-6000 ascc.wsu.edu = Know
More informationI Am Your Realtor and I Want To Know...
I Am Your Realtor and I Want To Know... Why Are You Not Calling Me! It's The #1 Question Agents Ask Themselves About Sellers & Buyers! By Randy Roussie Copyright 2008 1 Table of Contents Introduction 3
More informationUMass Medicine Cancer Walk Team Leader Guide
11.7% UMass Medicine Cancer Walk Team Leader Guide The UMass Medicine Cancer Walk is Sunday, September 23, 2012, and it will be here before you know it! Our goal is to raise $600,000 in support of the
More informationACTIVITY 15 Set Goals and Plan for Action
Title: Focus: Time: Guiding Question: Connections: Rationale/ Background: ACTIVITY 15 Set Goals and Plan for Action Self-assessment: What do I know about myself? 2 lessons @ 50-60 minutes A snapshot view:
More informationTIPS FOR PLANNING RETIREMENT FOR GEORGIA EDUCATORS
TIPS FOR PLANNING RETIREMENT FOR GEORGIA EDUCATORS A Publication of GEORGIA RETIRED EDUCATORS ASSOCIATION The Only Organization That Concentrates Exclusively On the Welfare of Retired Educators of Georgia
More informationCONSTRUCTING A COVER LETTER
CONSTRUCTING A COVER LETTER A Cover Letter gives you the opportunity to sell yourself to the employer beyond your Resume. In a Cover Letter you will have the opportunity to market yourself for the specific
More informationSELF-ADVOCACY CHECKLIST
SELF-ADVOCACY CHECKLIST Instructions: The following checklist has been developed to assist in identifying a student s self-advocacy skills. Check the box for each item to which the student can reply yes.
More informationTogether, we can make a difference in the fight against brain tumors!
Team Captain Guide Together, we can make a difference in the fight against brain tumors! Get Started Decide on a team name and register online. Go to /events and select the event for which you would like
More informationSmall-business prospecting guide
Allianz Life Insurance Company of North America Small-business prospecting guide Making the most of this untapped market P For financial professional use only. Not for use with the public. Small-Business
More informationJuly 2008 Legislature passed SB 1627, which created the North Carolina Certified Retirement Community Program.
July 2008 Legislature passed SB 1627, which created the North Carolina Certified Retirement Community Program. The purpose of this program is to encourage retirees and those planning to retire to make
More information46 WAYS TO PROSPECT AND BUILD YOUR BUSINESS TODAY!
46 WAYS TO PROSPECT AND BUILD YOUR BUSINESS TODAY! Before you start using any of the following ways to use the business you should invite your warm market to take a look at the Qivana Products and Opportunity
More informationProspecting. By Dr. Tony Alessandra. There are two ways to generate business -- getting people to come to
!rospecting - Prospecting By Dr. Tony Alessandra There are two ways to generate business -- getting people to come to you, or you going after them. Prospecting is going after them while promoting high
More informationTERM LIFE INSURANCE. MassMutual Term PERSONAL GUIDE INVEST INSURE RETIRE
TERM LIFE INSURANCE MassMutual Term PERSONAL GUIDE INVEST INSURE RETIRE MASSMUTUAL TERM Flexibility, Innovation, Strength Because Life Is Unpredictable LIFE INSURANCE IS: NOT A BANK OR CREDIT UNION DEPOSIT
More informationPainting the Picture: Using Extracurriculars To Provide the Full Portrait of Your Child
Painting the Picture: Using Extracurriculars To Provide the Full Portrait of Your Child John Pickett Elon Academy Assistant Director of Scholar Support jpickett@elon.edu (336) 279-0980 Why Extracurricular
More informationImprove your prospects
Make a case for life insurance Improve your prospects Allianz Life Insurance Company of North America M-5191 Discover how you can help expand your client base and close more sales. If regular prospecting
More informationApplication for Housing
Application for Housing HELP Philadelphia IV consists of sixty 1-BEDROOM units. Applicant Information Last Name First Name MI Street Address Apt. # City State Zip Code Social Security# Home Phone: Date
More informationHuman Services Careers List
Human Services Careers List Social Services Administration and Planning - - Case Management - - Advocacy - - Program Evaluation - - Policy Development - - Volunteer Coordination - - Prevention Public welfare
More informationPersonal Fulfillment During Retirement
A WorkLife4You Guide Personal Fulfillment During Retirement Retirement planning is traditionally thought of in terms of financial and insurance planning, organizing your estate, deciding where to live,
More informationBlack Career Coach Resume and Cover Letter Templates Available for Purchase
Black Career Coach Resume and Cover Letter Templates Available for Purchase A&R Account Manager Accountant Accounts payable Actor Actuary Administrator Advertising Aeronautical Engineer Agile project manager
More informationOur Lady of mt. Carmel Schools Reunion Planning Guide Published by Alumni Relations Office
Our Lady of mt. Carmel Schools Reunion Planning Guide Published by Alumni Relations Office Our Lady of mt. carmel Schools Alumni Relations Office Reunion Planning Guide introduction The Alumni Relations
More informationAmbassadors For Christ Youth Ministries. Mentor Application Please Type or Print
Mentor Application Please Type or Print Date of Application First Name Middle Name Last Name HOME INFORMATION: Home Address City State Zip Code ( ) ( ) Home telephone # Home fax # Best time to contact
More informationEmployment opportunities in local government tend to follow population trends in terms of growth. Develop a network of contacts through referrals and
POLITICAL SCIENCE What can I do with this major? LOCAL AND STATE GOVERNMENT Public Policy Regional Planning City or Town Management Legislative, Executive, or Judicial Services Program Administration General
More informationTailor-made training programmes in Bulgaria
MUTUAL LEARNING PROGRAMME: PEER COUNTRY COMMENTS PAPER - BULGARIA Tailor-made training programmes in Bulgaria Peer Review on Tailor-made training programmes Luxembourg, 23-24 April 2009 A paper submitted
More informationRelationship Marketing
Relationship Marketing How to replace outdated, ineffective marketing with simple, proven techniques. Compliance rules can be difficult and complex to navigate. Traditional marketing techniques are no
More informationUMass Medicine Cancer Walk - Learn How to Fundraise Successfully!
11.7% UMass Medicine Cancer Walk Team Leader Guide The UMass Medicine Cancer Walk is Sunday, September 25, 2011, and it will be here before you know it! Our goal is to raise $800,000 in support of the
More informationFinancial Planning: Personal Guide & Checklist
Financial Planning: Personal Guide & Checklist Securities Priscilla Monteith, CPA, CGA, CFP Certified Financial Planner Monteith Financial Group Manulife Securities Incorporated Stephanie Piroli, BAccS,
More informationPOLITICAL SCIENCE What can I do with this major?
LOCAL AND STATE GOVERNMENT Public Policy Regional Planning City or Town Management Legislative, Executive, or Judicial Services Program Administration General Services Community Affairs Social Services
More informationSurvey of College of Agriculture Graduates 2007 08 Please indicate the most appropriate response to the following questions
Survey of College of Agriculture Graduates 2007 08 Please indicate the most appropriate response to the following questions If you could start over again, would you still go to college? Yes, and I would
More informationWe are an SCUSD Open Enrollment School
Sacramento New Technology High School 1400 Dickson Street Sacramento, California 95822 Admission Process We are an SCUSD Open Enrollment School CHECKLIST ACTION ITEMS Complete pages 1 through 8 of this
More informationStep 1 Self-assessment (Who am I? What do I have to offer?)
Your Job Search Your job search is a process which begins during your studies, when you start thinking about life after you ve completed your studies. It is an ongoing process, from your first job you
More informationApplication for Mississippi Medicaid Aged, Blind and Disabled Medicaid Programs
Application for Mississippi Medicaid Aged, Blind and Disabled Medicaid Programs This application is used for an individual, couple or child to apply for Medicaid due to age or disability. Please read each
More informationWhat can I do with a major in Justice Studies: Human Services?
Lewis-Clark State College offers a Bachelor of Arts or Science Degree in Justice Studies with an Emphasis in Human Services through the Social Sciences Division. You can learn more about the Social Sciences
More informationTechnical/trade school, two-year, or four-year college? Public (state) or private college? Liberal arts or technical college?
Grade 11 Keep Rising What Does My Ideal College Look Like? By now, you may be certain that you want to attend college. But how do you learn more about different colleges? There are many factors to consider
More informationJOB SEARCH OVERVIEW Job Market Success
JOB SEARCH OVERVIEW Job Market Success JOB SEARCH NOTES Serious-minded career planners can be successful in devising effective strategies through a better awareness and understanding of the trends and
More informationAn Educational Guide for Individuals. MassMutual Disability Income Insurance Own Occupation Rider Information. Insurance Strategies
An Educational Guide for Individuals MassMutual Disability Income Insurance Own Occupation Rider Information Insurance Strategies Thank you for applying for disability income insurance with Massachusetts
More informationCollecting Cash or Check Donations? Go to www.rainieravenuechurch.org/superhero to download a mail-in fundraising form.
Getting Started with Fundraising How to Fundraise Fundraising is easy with online fundraising tools! When you registered for the Race you automatically received your own fundraising website which can be
More informationSAT & PSAT Scores (20-80 range for PSAT scores, 200-800 range for SAT scores) ACT & PLAN Scores (0-36 range for each score) ACT Composite Score:
The Princeton Review Counselor-O-Matic Counselor-O-Matic is an advanced search engine that combines your academic and extracurricular history with your preferences to help you find the right college. Academics:
More informationMapping Your Future. All About Money: Financial and Accounting Services. What Is This Field? Who Should Work In This Field?
Mapping Your Future : Financial and Accounting Services What Is This Field? Finance companies meet the banking, insurance and accounting needs of people and organizations from all over the world. New York
More informationPlease visit iknowican.org and columbus.k12.oh.us for more information and resources. DREAM BIG. WORK HARD. WE LL HELP. TM
Beginning in elementary school, I Know I Can College Advisors and volunteers encourage students like you to dream big, work hard, and achieve your dream of going to college. To help you reach your goal,
More information2015 Colleges Job Titles
220010 Academic Records Assistant I Academic Affairs 220020 Academic Records Assistant II (Senior) Academic Affairs 221675 Associate Dean - Career Development Academic Affairs 220460 Box Office/Ticket
More informationWholeLife Aspirations and Goals
WholeLife Aspirations and Goals Connecting your life purpose to your life choices Whole People, Whole Leaders Seeing Things Whole David Specht 2 WholeLife Aspirations and Goals CONNECTING YOUR LIFE PURPOSE
More informationCareer Action Plan. Start Now!
Career Action Plan Serious Enough not to Leave to Chance. Start Now! Create your career action plan. ASU Career Management Center 2167 Student Union Telephone: 870-972-3025 http://careers@astate.edu Career
More informationYOUR NON-STOCK CORPORATION
YOUR NON-STOCK CORPORATION Not-for-profit Organizations... Organization... Maintenance... Employees... Informal Board of Advisors... Planning for the Future... What do you need to know? Attorney Barry
More informationUnit 8, Activity 1, Financial Literacy Vocabulary
Unit 8, Activity 1, Financial Literacy Vocabulary Word + - Example Definition employee employer job career minimum wage salary benefits principal interest identity theft deposit credit Blackline Masters,
More information2016 Polk Private Schools Scholarship Application
2016 Polk Private Schools Scholarship Application ***This application is only for students qualifying for eligible Polk Education Foundation Scholarships who do not attend Polk public and charter schools.
More informationLoans. What do you Want to Buy? Overhead 3-A. Beginner & Low-Intermediate Materials
Loans Beginner & Low-Intermediate Materials Pre-reading What do you Want to Buy? Overhead 3-A Put a check ( ) next to the pictures of the things you might want to have or do. www.valrc.org/courses/moneytalks
More informationMARKETING TO CONSUMERS. >Marketing 101 Tutorial
MARKETING TO CONSUMERS Tutorial What is marketing? Marketing to consumers is important even essential to your practice. Consumers are more involved than ever before in decisions surrounding their health
More informationlifestyle reality check
module 2 nova scotia lifestyle reality check tip: This activity works best as a computerbased activity, although the hard copy version is presented here. See Materials and Tools for computer references.
More informationOregon Legal Framework for Student Activities Funds
Oregon Legal Framework for Student Activities Funds Oregon Administrative Rules provide guidance to school districts regarding student activity funds. OAR 581-22-717(2) (Department of Education) states:
More informationART IN NEW YORK: a resource guide Mid-Manhattan Library Art Collection (third floor)
ART IN NEW YORK: a resource guide Mid-Manhattan Library Art Collection (third floor) This list highlights resources in the visual art fields in New York City and New York State. Most of the book titles
More informationNewburyWorks for students worldwide. Start Your Newbury Experience
NewburyWorks for students worldwide Start Your Newbury Experience BOSTON BOSTON, MA RANKED AS: #1 Smartest City * #1 Best City in the USA for college students ** What's the Best City in America for College
More informationCOMPREHENSIVE HIGH SCHOOL TRANSITION SURVEY TRANSITION ASSESSMENT/INTERESTS, PREFERENCES, STRENGTHS & NEEDS. Full Name: Birthdate: / / Age:
COMPREHENSIVE HIGH SCHOOL TRANSITION SURVEY TRANSITION ASSESSMENT/INTERESTS, PREFERENCES, STRENGTHS & NEEDS Full Name: Birthdate: / / Age: Address: Phone #: Cell #: Disability: Parent/Guardian Name: Work
More information