Congratulations on becoming a licensed Agent!!

 
The following is an outline of what I recommend:


1.  Although it isn't mandatory, I highly recommend talking to an accountant and deciding how your would like to structure your new business. I personally have registered a Limited Liability Company (LLC) and a Fictitious Name.

2.  Where are you going to do business? If you are comfortable with people knowing where you live, you can use your home address for all correspondence.  Otherwise, you might consider looking in to a shared office suite.

3.  How would you like for people to contact you? If you are going to use your cell phone, I suggest setting up a professional voice mail message that callers will hear.  They want to know that you're a real person, and one that they can reach easily with any questions. Another option is adding a home office line through your internet provider or a company like www.vonage.com.

4.  Creating a website is optional.  Depending on your technical ability, you can create your own website using  https://www.godaddy.com   If this is something that you may need help with, I can direct you to the person that does this for me, for a minimal fee.  You can expect to spend approximately $200 for the year for your domain name and hosting.

5.  All of my agents have access to use my main office address, logo design and agent portal website for their marketing materials.  Each agent licensed under Jeffrey J. Rood and Associates LLC will receive a listing on my agent locator  and a private page on the website: www.yourhealthcareadvisors.com

6.  You will need to create and order business cards, brochures and reply postcards. I use www.vistaprint.com.  You can expect to spend approximately $300.00 for your first 1000 mailings.

7.  You will need to order a mailing list for people turning 65 (T-65).  I use www.needalead.com.  

You can expect to pay $100 for 1000 names and addresses.

8.  I order peal and stick #11 envelopes through www.envelopesuperstore.com.  The prices are listed on their site. Digest spending $200 for your first 1000 mailings on envelopes. 

9.  You will need postage stamps @ .55

10.  Lastly, you will need a business checking account. Most companies pay by direct deposit.