Materials – MREA: Business Planning Clinic

Below are the promotional flyer, pre-class worksheet for you to share with your agents and other documents you’ll need for the MREA: Business Planning class. To get the most benefit, the participants need to gather this information about their business to bring with them to the class.  To get the most out of this class, students are encouraged to do the pre-work.

Below are the tools to help you promote the class and maximize your participation (click the links to download).

  1. MREA: Business Planning Class Needs:  Read FIRST
  2. Your Countdown for Success
  3. Class Flyer:  Download the one for your instructor and edit the date, RSVP and location info with Adobe Comments OR upload it to KW Command-Designs:
  4. Promotional Videos:  Below are available promotional videos for the class, if your instructor has one listed, please share it with your agents and recruits and show it at your Team Meeting.  You may also post it on your social media channels, eNewsletters, event pages, etc.
  5. Participant Class Materials:
    1. Business Planning Quick Pre-Worksheet: Please ask your agents to fill out this quick worksheet prior to class
    2. Business Planning Participant Manual V6: for In-Person classes print in black and white, double-sided and provide one copy for each participant.
    3. Business Planning Participant WorkBook V6: for In-Person classes print in black and white, double-sided and provide one copy for each participant.
    4. MREA Economic Budget Worksheet: Send each participant the link to download this spreadsheet to their computers.
    5. MREA Fillable Business Plan Worksheet: Although not part of the official KWU material, an agent in the South Florida market created this fillable business plan worksheet that is great for those who do not want to handwrite.
  6. FES Class Sign-In Sheet:   email to FES@floridaeducationalservices.com after the class