July 2026

As fireworks light up the sky this July, the most successful agents are lighting a fuse of their own—filling calendars and building financial freedom for the rest of the year.

June 2026

As we reach the halfway point of the year, many insurance agents are focused on closing current opportunities and enjoying the slower pace that summer often brings. But for the industry’s top performers, June serves a different purpose—it’s planning season.

May 2026

As we head into May, the focus moves beyond one-off efforts and toward intentionally layering strategies. Whether you’re nurturing existing clients or building your lead pipeline, the best results come from effectively leveraging multiple channels.

April 2026

If your agency isn’t growing, it’s shrinking. Are your recruiting efforts actually driving growth—or just keeping you from falling behind? Spring is the perfect time to reset and rethink your growth strategy.

March 2026

Taxes are dominating your clients’ attention right now. That’s not a distraction — it’s leverage. While most advisors wait for the “right time” to talk about retirement income, smart agents know this is the moment.