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case - Coggle Diagram
case
cov cap dividen
expences
50%
vote on taking on new expences
rent
internet
phones
web site
empolyees
licensing
perdium
utilities
travel
Marketing and IP
30%
propiertary products or strategies
marketing
exit/succession
20
jemond
exec bonus
50
key man
30
simple IRA
20
KJ
exec bonus
50
key man
30
SImple IRA
20
agent
closes
Cov Cap
20%
Closing agent
$ of MDRT SPLIT
collaborator
MDRT SPLIT
referral
5%
collaborator
Financial Reviews
Just Maintenance
New Ideas or Goals Set
referral
first contact
Client/Case Management
