Objective:
To develop a specific strategy and operations plan designed around the integration of the ASG Delivery System and the appropriate insurance products within the framework of the financial institution's sales organization. This plan will provide tools for the Investment Representative to maximize the opportunity for product sales, thereby increasing customer relationships and generating sizeable fee income for the institution.

Agenda:
• Establish institution's product-specific sales objectives.

• Develop potential product sales volume according to institution size,
   customer demographics, sales personnel, marketing activities, branch
   network and market area.

• Develop a program rollout plan based on the geographical location of
   branches.

• Identify sales staff and establish license and training requirements.

• Determine how other marketing activities can be utilized to increase
   overall program effectiveness (branch promotion, etc.).

• Set up tentative target dates for initial installation meetings and sales
   start up.