Career Survey

for
Marvin C. Sterling


YOUR NAME: YOUR ADDRESS:
CITY & STATE: ZIP CODE:
PHONE NUMBER:

1. How do you feel about insurance in general?

2. Why do you feel that way?

3. How did you select your current agent for your auto or homeowners insurance?

4. Does your agent review your coverages every year, to discuss the changes in your
asset base, without trying to sell you additional coverages?


5. Is that something that would be important to you?

6. Who is helping you with your long-term financial goals?

7. If I decide to get into the insurance business, how successful do you think I will be?

8. Would you allow me the opportunity to evaluate your current insurance coverages and
prepare a competitive bid?


9. When does your automobile insurance renew?

10. When does your homeowner's insurance renew?



AGENT TRAINEE: Marvin C. Sterling