Business Planning

Updated: Mar 21

Benjamin Franklin summarized it all when he said: “Failing to plan is planning to fail.”


Having a well thought-out business plan will help you

  • Budget your time and money

  • Stay on track toward your personal and financial goals throughout the year

  • Measure your successes

In this video (recorded as part of Building Foundations, our New Agent Learning Series), Rebecca Mann (Regional Sales Director for York County Maine) walks us through the worksheet and how to arrive at the figures needed for your own business plan.


Business Planning Spreadsheet

  • Click here and make sure you save a copy and/or download before starting to put in your own information: https://docs.google.com/spreadsheets/d/1RWN6tH9_mxf4wHXF5EtC54Mclvi0MyKgAKpqbHD2RGA/edit?usp=sharing