Outline of your business (location, focus, goals, size & scope, etc.) and action plan If you are buying an existing book of business, discuss why. If not then discuss why not and how you will attract new clients Value proposition Independent vs. captive to bank/insurance and why you made that decision Outline of marketing plan The more creative the better (logo, branding, business card, even a website mock-up, etc.

you have to take only finance industry business like ( insurance, credit union, pay day loan comapnies, mortgage)

take your time to the fullest but please provide me the answer.

thanks