Finish the Year Strong and Build Momentum for the New Year

As life insurance agents, December isn't just the last month of the year—it's an opportunity to set the tone for your future success. Whether you're working on closing out your goals or preparing for new challenges, how you approach this month will determine how strongly you start the new year.

Here are key actions you should take to finish 2024 strong and enter 2025 with momentum.

1. Reflect on Your Achievements and Missed Opportunities

Before planning for the future, take time to review your performance. Ask yourself:

• Which goals did I achieve this year?
• Where did I fall short, and why?
• What lessons can I carry forward into the next year?

This reflection process isn't about criticism—it's about gaining clarity on what works and what needs adjustment.

2. Start Goal Planning Now—Don't Wait for January

Goals aren't New Year's resolutions; they're part of a continuous process of growth. Begin mapping out your goals for the next year now so you can hit the ground running in January. Consider:

• Income goals: How much do you want to earn in 2025?
• Activity goals: How many appointments, sales, or recruits will help you achieve that income?
• Personal development: What skills or habits will you need to develop?

3. Break Down Your Goals into 12-week Cycles

Instead of focusing on annual goals, break them into 12-week cycles. This method, inspired by the book The 12 Week Year by Brian P. Moran, allows you to focus intensely on short-term objectives, creating urgency and clear priorities.

For example:

• Weeks 1–4: Build pipeline momentum through outreach and follow-ups.
• Weeks 5–8: Focus on closing sales and refining processes.
• Weeks 9–12: Reflect, adjust, and prepare for the next 12 weeks.

This cycle can help you achieve more in 12 weeks than most people accomplish in a year.

4. Take Immediate Action on Your 2025 Goals

Momentum isn’t built overnight. Start now by taking small steps toward your goals for next year. This could mean:

• Scheduling prospecting calls.
• Attending training sessions or webinars.
• Setting up systems or tools that will help you succeed.

By acting now, you’ll avoid the January slump and establish strong habits.

5. Don’t Neglect Personal Growth

December can be a stressful time, so make space for personal reflection and development. Invest in reading, such as The 12 Week Year, to sharpen your mindset and approach. Take time to recharge and align your personal goals with your professional ambitions.

Conclusion

December is your springboard into a successful 2025. By reflecting, planning, and taking action now, you’ll not only finish the year strong but also set yourself up for an exceptional start in the new year. Use the principles of the 12-week framework to stay focused and purposeful in your efforts.

Let’s make the most of this month—your future self will thank you!

Ortez Wells Agency Owner Partner

[email protected]

www.orsfinancialgroup.com