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90 DAY GAME PLAN
Agent Name (First & Last Name)
*
Email
*
How would you describe your business so far this year?
What have you been doing that has been most effective in your business?
What do you anticipate your biggest hurdle to overcome the rest of 2020?
Are there any changes you wish to implement in your business going forward?
Yes
No
What are those changes?
What are you most interested in learning right now?
How much business do you anticipate between now and the end of the year?
Annuity:
Life Target:
AUM (if applicable):
Phone
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SCHEDULE A CALL WITH KYLE PESCH TO DISCUSS A WAY TO EXECUTE YOUR GAME PLAN:
SCHEDULE A CALL
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Home
Our Story
Ron Shurts
Meet the Team
Our Services
Integrated Business Development
Insurance Solutions
Strategic Marketing & Client Aquisition
Streamlined Operations & Technology
Advanced Planning & Portfolio Solutions
Additional Resources
Blog
FAQs
Careers
Contact
Advisor Login
Kyle Pesch
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Kayden Meyersick
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Windy Nash
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Janae Bonner
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Lauren Edwards
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Stephanie Smith
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Kyle Pesch
VP of Advisor Development
Kayden Meyersick
Director of Business Development
Windy Nash
Senior Account Manager
Janae Bonner
Director of Advisor Relations
Lauren Edwards
Senior Account Manager
Stephanie Smith
Senior Account Manager
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