Tracking the profitability of your practice is the key to a successful business and attaining your future goals.

This complimentary business tracking tool is based off of best practices from top agents. Plus, we created a webinar to introduce the tool and walk through how simple it is to use!


•     How to identify the basics of revenue        (recurring vs. one-time commissions)

•     Why it is important to see where your        revenue is coming from - new business,             renewals, referral, and by carrier

•     How to track expenses

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Agent Training Academies
Seminar Marketing
CPA Marketing Program
IUL Selling Strategies and Tools