Independent Agents’ Agenda

Select a tab below to view the agenda for that day. You will also be able to join sessions or watch past recordings! Please note that session times are approximate.

Fanatical Prospecting Laurie Mitchell

Referrals Josh Koehler


Getting the Numbers in November and December Myra Dykes

Questions and Wrap-Up

Day Two Introduction

Review and Highlights/Takeaways

Time Management Steve Schwartz

Asking Qualifying Open-ended Questions Efren Sanchez


Building the Funeral Home Relationship Jarrett Wilson

FDLIC Updates Everywhere Todd Carlson


How to Get a Business Mindset Jessica Smith

Creating Your Business Plan Laurie Mitchell

Wrap-Up and Send-Off

Fanatical Prospecting - PowerPoint Slides

Laurie Mitchell

Fanatical Prospecting - Session Recording

Laurie Mitchell

Referrals - PowerPoint Slides

Josh Koehler

Referrals - Session Recording

Josh Koehler

Getting the Numbers in November and December - PowerPoint Slides

Myra Dykes

Getting the Numbers in November and December - Session Recording

Myra Dykes

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