MY PERSONAL ROADMAP 2020 Advisor:

TEAM DELIBERATE PROGRAM Code:

üIdentifying what success is for me.

EXTERNAL SUCCESS INTERNAL SUCCESS
1. 1.
2. 2.
3. 3.
WHY / WHAT

üBeing aware of my direction.

Macaulay Wildy
MDRT Important
Goal
Management
Q-million
LIVES AC
Completion Date: ____________

üIdentifying my values in Life.

What are the top 5 things I spend most of my time on? What are the top 5 things I should spend most of my time on?
1. 1.
2. 2.
3. 3.
4. 4.
5. 5.
üChecking my production, balance & breaking it down.
LIVES AC Monthly Target: _______LIVES _______AC
Production as of __________ Case size: LAST AC/LIVES
Balance to WIG (Total Monthly AC ÷ No. of Lives)
Monthly Target No. of Work Days/Month: DAYS

ACTIVITY RATIO 10 : 5 : 3 : 1 MIN. HOURS TO SPEND FOR SUN LIFE NOTES:

Closed Sales (monthly target ÷ case size): CS 3 Hour Daily Commitment
Face to Face (closed sale x 3): FF 15 min listing down of prospects
Set Appointment (face to face x 1.67): SA 45 min setting of appointment
Prospects (set appointment x 2): P 2 hour client presentation
üFocusing on the following to achieve my targets.
HOW / WHO

MY TARGET MARKET TRAININGS TO ATTEND/PRIORITIZE

HNW(High Networth) MIDDLE EMPLOYEE Always Be Closing (ABC)
Large Business Owner OFW Individuals Advanced Prospecting by Mr. Melvin Esteban
(1M basic premium / 10M Investment Planning
single premium) Financial Planning by Mr. Melvin Esteban
Professional SME Group Market to the Affluent by Mr. Melvin Esteban
(w/ atleast 5M annual (small- Estate Planning by Atty. Leo Cabrera
income) medium Business Insurance by Mr. Boy Flores
enterprise) Individual/Corporate Retirement Planning
Tax Planning
üIdentifying people who can help me achieve. MDRT Session by Team Intentional
Others:
Name of Requested Mentor:

üTracking my progress periodically.

Check Point Dates: