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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
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Life Insurance Awareness Month is almost here!
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. It's time to launch those campaigns now and build that funnel of clients and prospects to work with 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 - Scroll down to week 1 and get started now!
Week 5: Campaigns
Build Your Pipeline
A big challenge for agents is having enough life insurance opportunities. But, you may not need more prospects. You need a better process for creating and identifying opportunities. Applications are the result of a healthy pipeline. This week, focus on running a campaign to fill your pipeline.
Download Today
Watch this week's video and download the campaign that's best for you.
One is geared towards agents already working their business. The other is for those who are new to the business or looking for a fresh start. 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 5
Week 4: Engage
Schedule Periodic Reviews
Here's a sales lesson that can make a huge difference in your business. Periodic reviews are more than just checking policy details. How many clients did you review last year? Your goal this week - Set up 5 periodic reviews.
Download Today
Watch this week's video and download the Financial Check-Up Cheat Sheet to use with clients. 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!
Week 3 Focus:
Conversations Create Connection
You know who to call—but what do you say when they
actually pick up? Reach out and have some fun - 5
conversations now can make a BIG difference in your level of success this Fall!
Download Today
Watch this week's video and download the desk reference to get conversation going. 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!
Week 2 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!
Week 1 Focus: Set Your Goals
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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