A Life Insurance Agent’s To-Do List for 2024

Insurance Background with orange colored umbrella between the black umbrellas. Trusts & Estates A Life Insurance Agent’s To-Do List for 2024 Tactical adjustments for a better year and then some.

Last year, I wrote “A Life Insurance Agent’s To-Do List for 2023.”1 It’s a new year, and time for a new list. But instead of delineating my own list, I’m going to take a more conversational approach, one that will help agents fashion their own lists. And, keeping with the conversational tone, I’ll pretend that I’m talking directly to an agent. 

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Originally posted on: https://www.wealthmanagement.com/trusts-estates/life-insurance-agent-s-do-list-2024