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Annual Plan

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Jordan Wetmore

Future Vision

Future Vision

Business

Business Goals:

Goals by June:

1. Hit EC

2. Pass Series 6

Goals by December:

1. Get my own office

2. Pass Series 7

3. At the least be half way to EC

Personal

Personal Goals:

1, Buy first home

2. Get second puppy (hopfully) :)

3.Travel more often

4. Live life to the fullest

Markets:

1.Young Families

- Child ID events

- Two Per month

2.Non Profit Organizations

- Educational Seminars

3.LGBT/Veteran Market

- Partnership with lonestar Veteran Association

- Partnership with Outreach

Markets

Educational Item:

1. Read a book on sales this quarter

2. Study variable and retirement products.

Educational

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