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Road to September
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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.
 

This Week's Focus

What do you want to achieve in September? Be specific and set measurable checkpoints.  Email us your goal! 
 
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Download Center

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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Coach's Corner

Chris Davidson

September Goals in Life Insurance

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Summer Success Checklist

Resource 

Stay accountable to make this September strong

Your Progress... Week 1

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Underwriters Marketing Service

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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