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100 Century Parkway, Suite 240, Mt. Laurel, NJ 08054
Phone: 800-524-1774
Fax: 856-727-0600
Email: info@callums.com
Summer Planning Creates Fall Success
Join us this summer as we help independent agents strengthen their marketing, expand product knowledge, build stronger client relationships, and head into Life Insurance Awareness Month with confidence. Check back here each week for more tools to help you succeed!
This Week's Focus: Mindset Shift
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Refresh your pipeline. What challenges do your current clients face? Reach out to 5 existing clients and start conversations.
Download Today
Watch this week's video and download the Life Interview Guide to walk clients through the Life Insurance Discussion. Plus, download our Life Fact Finder to help them see their goals and situation more clearly. Keep yourself accountable to your goals. Check back each week here for the next mile marker to plan your week. UMS is Always There for You!
Your Progress... Week 2
This Week's Focus
What do you want to achieve in September? Be specific and set measurable checkpoints. Email us your goal!
Download Now
Miss week 1? That's ok, it's never too late to begin! Watch the video and download the checklist to get started and keep yourself accountable to your goals. Check back each week here for the next mile marker to see what's next. UMS has done the planning for you!
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