Forza Financial Group 1 Page Business Plan
Overview
Forza Financial Group has a clear business objective to produce Life insurance agency services. These services have been developed over 1 month with a core focus on addressing the key customer problem and associated opportunities.
The Business Objectives
When as a key component of our growth strategy we consider it critical to identify and outline our business objectives, and align these objectives with clear and measurable development milestones. Our key long term business objective is to acquire new customers. Customer acquisition is considered to be the critical activity and we are seeking to grow the number of customers. We understand that customer growth could be at the expense of profitability, and that there is a cost associated with customer acquisition. Our long term objective is to build a clear customer acquisition process.
The Customer
Forza Financial Group has been created with a clear focus on the needs of our customers. Through a structured customer discovery process, we have validated the key customer problem as Need proper planning and management team.. This is a critical issue for our selected target market of Senior Market.
The Value Proposition
Forza Financial Group is uniquely positioned to deliver value to Senior Market. "Forza Financial Group will We provide finances and services for your final conveyance .." In order to be deliver on this value proposition, we Our unique marketing system will provide free qualified leads to all our agents. This is unusual in the insurance industry right now.. This capability has taken considerable time and resources to develop and forms the cornerstone of our competitive advantage.
Competitors
We have a number of competitors within the Life insurance agency market. However, We our the only agency out there that can not only create your estate through life insurance but also put together a prepaid cremation plan as well.. Our understanding of these competitors has been used to refine our strategy and value proposition. We believe that we can compete effectively with We our the only agency out there that can not only create your estate through life insurance but also put together a prepaid cremation plan as well. by The founder has 25 years in the financial service industry and we will be the only agency combining money and pre paid services together..
Key Strategies
Over the next 6 months our focus will be to hire a marketing company to send mailers and distribute them to us. We will also grow to 5 front line mangers by years end.. This task will be undertaken in the context of our broader strategy to The main focus for the next 18 months is 15 front line managers which will each have a minimum of 5 agents. This would give us 90 agents soliciting business.. These strategies are a tactical implementation of our overall business goal as outlined above.
Milestones
Measurement of the successful implementation of our strategies will be governed by measurable development milestones. The milestones that will be achieved over the next 6 months are: Obtain Funding Five frontline managers 100k in A.P. weekly
About this document
Life insurance agency Business Plan
This document was created by Todd of Forza Financial Group using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.
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