[Webinar] Planning: The Cornerstone of Agency Success

In this webinar, we'll focus on the core business competency of planning and each piece that goes into making a functional business plan.


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Do you have an ongoing plan for your agency?

In this webinar, we'll focus on the core business competency of planning and each piece that goes into making a functional business plan. Join guest presenter, Dan Meylan, and learn the components of making a solid business plan.

Learn how to plan for each of these components:

  • Life planning
  • Business planning
  • Budgets
  • Distribution planning
  • Contingency planning
  • Perpetuation planning

Watch the webinar recording now

 

Call AgencyBloc866-338-7075

Guest Presenter:


Dan Meylan, Allied National

Dan Meylan Dan serves as the National Sales Director for Allied National, a Kansas City based insurance program manager and third party administrator, that specializes in small group level funded health plans. Dan’s operational responsibility is to build a national distribution network of capable and effective employee benefits advisors to represent Allied National’s products and services.  Dan has 43 years of insurance agency operations and sales leadership experience. 

Allied National