Let us now determine how much work needs to be done in order to achieve your income goals for the year. This will help you to be more optimum in performing your work. It will prevent you from overworking and burning out or under working and not achieving your goals for the year. A fillable PDF form is available for you to download in the resource section. Let's assume that your income goal for the year is 100,000. The average income you earn from each policy you sell is $2,000.

You will then need to sell 100,000 divided by $2,000 cases a year, which is 50 cases, you will then need to sell 50 divided by 10 cases a month, which is five cases a month on average. That is assuming you wish to work 10 months a year. Let's assume you need to deliver five presentations to close a sale. You can adjust this number if your experience is different. You will then need to deliver 25 presentations a month. Let's also assume you need to approach eight people in order to get an appointment to present to them.

You will then need to approach 200 people in order to generate five presentations a month. Let's assume you wish to work 200 days a year. You will then need to deliver 1.25 presentations a day or five presentations over four working days. You will also need to approach 10 people every working day for an appointment. Next, transfer the key numbers into the bottom half section of this form. In order to achieve your income goals every day, you must focus on delivering 1.25 presentations and approach 10 people to ask for an appointment