Skip navigation
Background with orange colored umbrella between the black umbrellas.

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. 

All access premium subscription

Please Log in if you are currently a Trusts & Estates subscriber.

If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.

Questions about your account or how to access content?

Contact: [email protected]

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.