1/5/06
Secure $5000 income
I communicated my plan 3 times today. Submitted resume proposal, mailed 2 thank you cards.
Paid up bills; current $8,730; 3 mos $17,460
Calculated earnings to objective a and b.
CDL license
Called certification school, Every Monday is a new class. Start date 1/15.
Sales in 3 lines of insurance
Talked to Mike L. about his agency, sales, and the sponsoring company. Would like to speak to an independent agency as well as speak to an insurance company currently providing protection.
Start Bond Fund
Called Fidelity Investments, Researched Water Sec, Muriel Sieb, Jack White and co, and Charles Schwab.
Driving Infinity FX35
Smiled and did the Infinity wave.
Add to certificates to license
Decided to find an insurance agent who has the most licenses and certifications.
Interview with Titan Technology
Reviewed Oracle forum page 20
One Recruit
Talked to advisor about the first chapter and foreword.
Time
9-9.27 Goals, appreciations, and earning budget.
9.28-10.58 Titan Oracle forum review
11.00-11.22 Conversations with Mike Lang Allstate.
11.25-12.22 Website business process improvements with designer
12.22-12.36 Bandlink update with partner
12.37-12.51 Finish Oracle forum review pg 20
12.52-1.40 meditation, read neter
1.42-2.40 Called Fidelity, went thru site with Rep. Got ready for 5pm dinner meeting
2.40-2.58 Reviewed Fidelity site
3.00 3.48 Called client about website. Reviewed Fidelity site
3.48-4.47 Travel to dinner meeting
5.05-7.47 Meeting with qualified candidate, along with business partner
Investment
Research $55.84
Friday, January 05, 2007
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