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•Research this issue. Find two explanations explaining this issue. One should be a video or popular press article, but one must be a journal article from an ECONOMIC JOURNAL. •In 600 – 750 words, summarize your findings on this issue. For our remaining Residency assignments, we will be researching, evaluating, and summarizing several different relevant economic issues. One problem that is often discussed by those who research economic issues is that many times news stations and popular press type companies miss the important issues, simply misunderstand the issues, or chose to sway the facts to fit a certain viewpoint or bias. Our goal with these remaining assignments will be to take the different prompts given, evaluate their validity using Economic Journal articles and use these to either support or refute (based upon each set of instructions) and then explain this issue in a way that the general public would understand. Often, it appears, that the news that is available to us uses a particular set of information to explain an issue in a way that may or may not be accurate. Here is an example to help illustrate the goal of this assignment. (This is both a Finance issue and an Economic issue), during the most recent filing period for United States taxes, there was a large amount of focus put on the AMOUNT of refund that people were receiving when filing their taxes. This information (frequent news articles) was being used to try to evaluate whether or not the changes to the tax code for 2018 benefited or hurt tax payers. The problem with this news is that it is actually IRRELEVANT in relation to whether or not the changes to the tax code benefitted or hurt tax payers. The RELEVANT news would be related to the amount of taxes tax payers actually paid, but this information is private so unavailable to reporters. Your goal with these assignments is to always try to find the RELEVANT information using Economic Journal articles and then evaluate those in relation to published news articles or video news. .
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Enter your name Enter your city Enter the year Office Hours: TABLE OF CONTENTS Section Name Page NumberAgency Vision & Mission Our goals for Year 1Agency Market Analysis Market Demographics Agency Community RelationshipS PlanAgency AnalysisBuilding An AgencyCapital investmentagency office management planmarketingagency production goals30-60-90 Day planAgency Compensation Projectionsinput expenses Sheetinput production Sheetincome summary Sheetbook of business summary sheet AGENCY VISION AND MISSION Our Agency Vision Our Mission Statement OUR GOALS FOR FIRST YEAR List your high-level goals for the office. Examples of these goals include Ambassador Travel, Top 100 New Agents and/or excelling at Territory / Market promotions. The Agent: The Team: Our Office Facility: Our Customer Service: AGENCY MARKET ANALYSIS Market DemographicsDiscuss the demographics and growth opportunities in the prospective Agency locations. How will this market research affect the Agency? What specific customer needs have you identified?Note: Community is the local market; Market Area is broader, ie: the county in which your community is located. Primary Market Area: Demographic Analysis Community Micro Market Market Area Macro Market Population Population Trends Number of Households Home Ownership Rate Median Housing Cost Median Income Language Other Than English Market Factors State Farm Household Penetration Auto Penetration Fire Penetration Agency Community Relationships Plan Communicating With and Involving Team Members How will you utilize your team members to build your brand and presence in your community/market area? Monitoring Community RelationshipsHow will you measure your involvement and impact in the community? What strategies will help to maintain and build relationships in your community? Agency Analysis Summarize your Agency Analysis by identifying the most important aspects of your business situation. Record your agency and market Strengths, Weaknesses, Opportunities & Threats/Competitor Analysis below. STRENGTHS WEAKNESSES · · OPPORTUNITIES THREATS / COMPETITOR ANALYSIS · · BUILDING AN AGENCY Capital Investment How much capital do you anticipate having accessible in the first 6 to 24 months. How will investing in your Agency impact your other financial commitments. It is recommended that you have 12 months of your personal expenses set aside with access to additional funding. Agency Office Management Plan Recruiting Plan How many team members do you plan to have? What types of recruiting do you plan in finding your team? Do you have a growth strategy for increasing your team in the future? What is your team member skill set requirements?Agency Team Member Compensation Package How will you compensate your team? Will you incorporate a bonus/incentive program? If so, explain. Team Member Training Plan How will you train & develop ...
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•Research this issue. Find two explanations explaining this issue. One should be a video or popular press article, but one must be a journal article from an ECONOMIC JOURNAL. •In 600 – 750 words, summarize your findings on this issue. For our remaining Residency assignments, we will be researching, evaluating, and summarizing several different relevant economic issues. One problem that is often discussed by those who research economic issues is that many times news stations and popular press type companies miss the important issues, simply misunderstand the issues, or chose to sway the facts to fit a certain viewpoint or bias. Our goal with these remaining assignments will be to take the different prompts given, evaluate their validity using Economic Journal articles and use these to either support or refute (based upon each set of instructions) and then explain this issue in a way that the general public would understand. Often, it appears, that the news that is available to us uses a particular set of information to explain an issue in a way that may or may not be accurate. Here is an example to help illustrate the goal of this assignment. (This is both a Finance issue and an Economic issue), during the most recent filing period for United States taxes, there was a large amount of focus put on the AMOUNT of refund that people were receiving when filing their taxes. This information (frequent news articles) was being used to try to evaluate whether or not the changes to the tax code for 2018 benefited or hurt tax payers. The problem with this news is that it is actually IRRELEVANT in relation to whether or not the changes to the tax code benefitted or hurt tax payers. The RELEVANT news would be related to the amount of taxes tax payers actually paid, but this information is private so unavailable to reporters. Your goal with these assignments is to always try to find the RELEVANT information using Economic Journal articles and then evaluate those in relation to published news articles or video news. .
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This document brings together a set of latest data points and publicly available information relevant for Insurance Industry. We are very excited to share this content and believe that readers will benefit from this periodic publication immensely.
i bytes Insurance Industry
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Sedgwick-E0498336-D0105-30532a-Assessment 01
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Enter your name Enter your city Enter the year Office Hours: TABLE OF CONTENTS Section Name Page NumberAgency Vision & Mission Our goals for Year 1Agency Market Analysis Market Demographics Agency Community RelationshipS PlanAgency AnalysisBuilding An AgencyCapital investmentagency office management planmarketingagency production goals30-60-90 Day planAgency Compensation Projectionsinput expenses Sheetinput production Sheetincome summary Sheetbook of business summary sheet AGENCY VISION AND MISSION Our Agency Vision Our Mission Statement OUR GOALS FOR FIRST YEAR List your high-level goals for the office. Examples of these goals include Ambassador Travel, Top 100 New Agents and/or excelling at Territory / Market promotions. The Agent: The Team: Our Office Facility: Our Customer Service: AGENCY MARKET ANALYSIS Market DemographicsDiscuss the demographics and growth opportunities in the prospective Agency locations. How will this market research affect the Agency? What specific customer needs have you identified?Note: Community is the local market; Market Area is broader, ie: the county in which your community is located. Primary Market Area: Demographic Analysis Community Micro Market Market Area Macro Market Population Population Trends Number of Households Home Ownership Rate Median Housing Cost Median Income Language Other Than English Market Factors State Farm Household Penetration Auto Penetration Fire Penetration Agency Community Relationships Plan Communicating With and Involving Team Members How will you utilize your team members to build your brand and presence in your community/market area? Monitoring Community RelationshipsHow will you measure your involvement and impact in the community? What strategies will help to maintain and build relationships in your community? Agency Analysis Summarize your Agency Analysis by identifying the most important aspects of your business situation. Record your agency and market Strengths, Weaknesses, Opportunities & Threats/Competitor Analysis below. STRENGTHS WEAKNESSES · · OPPORTUNITIES THREATS / COMPETITOR ANALYSIS · · BUILDING AN AGENCY Capital Investment How much capital do you anticipate having accessible in the first 6 to 24 months. How will investing in your Agency impact your other financial commitments. It is recommended that you have 12 months of your personal expenses set aside with access to additional funding. Agency Office Management Plan Recruiting Plan How many team members do you plan to have? What types of recruiting do you plan in finding your team? Do you have a growth strategy for increasing your team in the future? What is your team member skill set requirements?Agency Team Member Compensation Package How will you compensate your team? Will you incorporate a bonus/incentive program? If so, explain. Team Member Training Plan How will you train & develop ...
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Business Voice November 2009
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2009 Publications
1.
2009 Publications Austin
Deeds Communications Coordinator Bureau of Deferred Compensation
2.
3.
Brochure
4.
Brochure
5.
6.
Poster
7.
8.
In-DROP Newsletter
9.
In-DROP Newsletter
10.
11.
DROP Eligible Mailer
12.
DROP Eligible Mailer
13.
14.
Non-Participant Mailer
15.
Non-Participant Mailer
16.
17.
National Save for
Retirement Week
18.
National Save for
Retirement Week
19.
20.
2009 Newsletter
21.
2009 Newsletter
22.
2009 Newsletter
23.
2009 Newsletter
24.
2009 Newsletter
25.
2009 Newsletter
26.
27.
2009 Max-out Card
28.
Questions
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