Download Your “5 Pillars” Worksheet & Business Plan Template - Western Asset Protection
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Download Your “5 Pillars” Worksheet & Business Plan Template

Posted on by Cord Moorhead

Agents: Use this “5 Pillars” Worksheet and Business Plan to take your business to the next level!

Successfully growing a business is a process requiring patience, planning, and determination. To survive and thrive, every business must be built on a solid foundation – a structure known as the 5 pillars.

This free resource, designed specifically for Medicare agents, will help you identify and develop your 5 pillars and build a sound business plan to achieve your goals. This resource includes:

  • The “5 Pillars” planning tool
  • Agent business plan template
  • Annual AEP, OEP and SEP goal planning worksheet
  • Ideas to help you reach production, training, marketing and retention goals
  • Best practice tips
  • Referral brainstorming worksheet

Download your free “5 Pillars Worksheet and Business Plan Template now.

Get your Business Planning Guide

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We do not offer every plan available in your area. Currently, we represent 37 organizations that offer 1,855 products nationally.  Please contact Medicare.gov, 1‐800‐ MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

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