Preparing a business plan for a new life agency...anyone have a template?

T in CA

Expert
39
or a sample?

It will be fairly basic. Not really an "agency" at this point, just me and perhaps one other agent selling life, health, DI.
Just need to outline the opportunities, project some commissions/revenues, expenses, etc....Doesn't have to be excel (for the budget part)

I have most of my info, just need a good format to put it all together and share with my partners.

Thanks in advance!
 
I think investors would appreciate a SWOT analysis and some kind of estimated revenue projection based on the demographics & contracts you're selling.

It may not be a "formal" business plan, but that should communicate what they need to know about you and your partner.

There are many various templates you can use.
 
Back
Top