Life Insurance Awareness Month | umsweb

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Man On Car

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You’ve put in the miles.
Now it’s time to put it into motion.

The Road Trip isn't over. This is where it gets real.

You've built the foundation on our Road to September. Now, let's turn the momentum into meaningful conversations and measurable results. For the next 4 weeks, we are going to move down the funnel from conversation to action. Keep checking back here each week and document your progress! We love the success stories we have been seeing!

Your Journey So Far...

You set goals
You reconnected with clients
You had more conversations
You scheduled annual reviews
You are building your pipeline

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Your Progress...100% Road to September

Next Stop: Results

Everything you've done up to this point was preparation for this moment.

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Week 1: The Meeting

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Coach's Corner

Scott Sherry

Don't Leave it in the Meeting

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Appointment Guide

Resource

Desk Reference

If you have been following along this Summer, you know that we have been helping agents like you strengthen their marketing, expand product knowledge, build stronger client relationships, and head into Life Insurance Awareness Month with confidence. Let's work that funnel of clients and prospects. Set meetings through the end of September and beyond. Check back here each week for more tools to help you succeed! Playing catch up? It's not too late - Visit our Road to September Page to get started!

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