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Annual Plan & Communication Schedule

Quarter 1: Build & Belong This is a natural reset point. Agents look ahead, set goals, evaluate staffing and revisit core processes. This quarter sets the tone for the year, and this is the time for the Big “I” to shine as a partner they can trust and lean on. Keep the Member Front-and-Center Promotional…

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Membership

Membership Downloads. Find materials to help make marketing membership a bit easier. Social Media Graphics Email Headers Membership Ad Membership Tri-Folder Short Video Playlist Share these videos on your socials or at meetings. Established Agency Owner Video Video New Agency Principal Agency Perpetuation Video

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