RA Workshop

Hi everyone,

As all or some of you may know we are trying to pull a workshop together for you to a) review the New Business Handbook and b) provide some additional development. Please take a few moments to share your thoughts with me. Please respond by Tuesday June 27th at noon.

Thanks,

Janet


  1. Name


  1. What are your expectations to getting together with other RA's in July/August?


  1. If we bring you all together, we would like to incorporate some professional development/training. What are some topics/speakers you would like to see offered?


  1. Please mark off what additional training would be helpful? Please mark all that apply.
    Product training - risk products
    Product training - wealth products
    Time management
    Supporting/coordinating the recruiting and selection process for managers
    fraternal benefits
    DR compensation and recognition
    ACT
    Concept Toolkit
    Underwriting Critical Illness (morbidity U/W)
    Underwriting Life Insurance (mortality U/W)
    Workopolis
    e-App, LIFE pages, PPR
    business management
    work/life balance


  1. Which 2-3 days work best for you? Mark off all that apply.
    August 2 - 4
    August 3 - 5
    August 7 - 8
    August 9 - 11
    August 14 - 16


  1. Other comments/thoughts?




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