Producer's Annual Planning Guide

Start 2023 off with a plan to achieve your sales goals

What could you do in 2023 if you focused on your sales goals?

This workshop, hosted by Brent Kelly, gives Producers a step-by-step guide to establish their annual sales goals and, the behaviors and strategies needed to achieve those numbers.

Workshop highlights include:

  • Annual 80/20 Review

  • Income Goals

  • Guaranteed Continuations Plan

  • First Appointment Plan
  • Targeted Account Strategy Plan

  • Critical Indicator Plan

  • Relationship Management Plans

  • SalesFit Strategies

This webinar was recorded live. The playback and workbook are available to access anytime for a year. 

Access the Producer's Annual Planning Guide 

All registrants can access the recording anytime for all of 2023.

Members can access the workshop in the Library for free.

Non-members can get access to the Guide plus the recording of the workshop by registering below.

Non-Member Registration

Cost is $99/Producer.


Member Registration

If your agency has an All-Inclusive or Private Client Group membership, you have unlimited registration.