Finish the Year Strong: Your Life Insurance Action Plan

Learn who to call, what to say, and how to follow up-with practical life insurance action plan to finish the year strong. Finish the Year Strong | Your Life Insurance Action Plan Who to call. What to say. How to follow up. A hands on Life implementation workshop for insurance agencies. There are roughly nine weeks left in the year. That is enough time to move your Life numbers, but only if you stop waiting for Life opportunities to happen and start creating them on purpose. Most agencies already have customers in their book who would benefit from a Life conversation. The challenge is consistently knowing who to contact, making the outreach, scheduling the Life Review, following up, and keeping the process moving when the office gets busy. This live, three hour workshop focuses on one thing: building an intentional outbound Life plan your agency can start using the day you get back. Who to Call • Identify and prioritize opportunity lists within your existing book • Choose one focused starting point instead of trying to call everyone • Structure dedicated outbound calling time that actually happens What to Say • Use simple scripts to start the conversation naturally • Transition the conversation toward scheduling a Life Review How to Follow Up • Create a clear follow up and handoff process • Track activity so you can see what’s working and where opportunities are getting lost • Set realistic activity expectations for your team This Is an Implementation Workshop You won’t just leave with ideas. You’ll work in the Agency Ascend Outbound Implementation Guide during the session and build your own plan in the room. By the end, you’ll walk out with: ✓ Who you’re going to contact first ✓ The opportunity list you’re starting with ✓ When your outbound activity will happen ✓ What your team will say ✓ How appointments and follow up will be handled ✓ What activity you’ll track ✓ Your first 30 day action plan to finish the year The goal isn’t to build your entire Life sales system in three hours. It’s to build one important piece well enough that you can put it to work immediately and finish the year with momentum. Who Should Attend? Dual licensed agency owners, producers, Life licensed professionals, team leaders, and P&C team members who support Life opportunity development. Bring your team or attend on your own and take the plan back to your agency. Your Instructor Teresa Serrano | Founder, Agency Ascend Academy LLC With more than 20 years in the insurance industry, including 13 years building and running her own agency and 8 years as a District Trainer, Teresa helps agents and teams strengthen their sales process, develop their people, and create more consistent Life activity. Train. Develop. Ascend. Workshop Details Wednesday, October 28, 2026 10:00 AM to 1:00 PM Canyon Training Room 1180 Iron Point Rd Folsom, CA 95630 Registration: $97 Seating is intentionally limited to keep the workshop interactive and hands on. Don’t just hope for a strong finish. Leave with the plan to create one.