AIA Elite Academy - Business Plan

NAME : __________________________________________________
REGION BRANCH : __________________________________________________
AGENCY : __________________________________________________

Opportunity
Describe briefly why you want to do this business with AIA Malaysia?
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Market Opportunities
Describe your target customers based on the Project 100 listing that you have written down? As an AIA ELITE
Academy Life Planner, what are the services you can offer to them?
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Competitive Edge
Summarize your key competitive edges that will make your customers to select you as their AIA ELITE
Academy Life Planner over Life Planners from another insurance company?
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Why Me?
What qualities do you possess to build this business with AIA Malaysia?
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Expectations
What are your expectations from your Agency Leader and AIA Malaysia to help you build your business?

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Forecast (Next 3-5 years plan)

Share with us your business expansion plan for the next 3- 5 years with AIA Malaysia?
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