Below are the documents needed for Financials for the Agent. Click the links to download them. Here you will find:
- Financials for the Agent Class Needs: READ THIS FIRST
- Your Countdown for Success
- Flier: Download the one for your instructor and edit the date, RSVP and location info.
- Classroom Layout: Set up the room in this manner for the class.
- Student Manual OR Printable Slides: All attendees will need a copy of the Student Manual. If the Market Center chooses not to print the student manual than the Printable slides handout is a lesser alternative.
Print out one for each student. Black and white, double-sided is fine.
- PowerPoint: Download on to a laptop to be used in the class.
- CHATT Class Roster – Send to CHATTeam@CHATTeamOnline.com immediately following the class. Indicate who your guests are.
- KWU Smartphone Evaluation
- If BEVERLY STEINER is your instructor: After the class send the Basic Income Worksheet to all participants.