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

Download Your “5 Pillars” Worksheet & Business Plan Template

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