Remember learning about "money in motion" when you were in training? Presumably the money has to stop somewhere. Events that happen in the lives of your clients and prospects at the end of the year can lead to writing new business in the start of 2023. You can plant the seeds for January sales now. For five ideas, see the gallery above. .. .. .. (Image: 24Novembers/Shutterstock)
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Year-end 2024 Tax Topics Checklist