As we step into 2025, it’s the perfect time to reflect on your achievements and set meaningful goals for the year ahead. At Security National Life, we believe in the power of intentional goal-setting to drive personal and professional success. Success in 2025 starts with a plan—one that is clear, actionable, and attainable.
Setting goals is one thing—achieving them is another. That’s why we recommend using the SMART method:
- Specific: Define exactly what you want to achieve. Instead of “I want to grow my business,” say, “I want to increase my policy sales by 20%.”
- Measurable: Track your progress. For example, aim for a certain number of leads followed up with each week.
- Achievable: Set goals that challenge you but are within reach. Consider what resources and support you need.
- Relevant: Align your goals with your long-term vision. Do they contribute to your career growth?
- Time-Bound: Give yourself a deadline. Breaking your goals into smaller milestones can help maintain momentum.
Here are a few ambitious yet achievable goals to inspire you this year:
Become a Top Producer
Being a top producer is a prestigious accomplishment that reflects your dedication and expertise. Set a clear sales goal for each month and use the tools available—like LeadHub and our marketing resources—to reach and surpass those targets. Celebrate your progress along the way.
Start Your Own Agency
If you’ve been dreaming of taking the next step in your career, 2025 could be the year to make it happen. Setting a goal to establish your own agency is both exciting and rewarding. Break it down into smaller steps, such as completing the necessary licensing, building your team, and creating a business plan.
Qualify for the President’s Trip
Picture yourself on an exclusive getaway, celebrating your success with other top performers. To qualify for the President’s Trip, set sales goals tied directly to the program’s criteria and check your progress monthly. This prestigious achievement is a testament to your hard work.
Success in 2025 starts with a plan. Set your goals, break them into manageable steps, and commit to taking action. With focus, determination, and the resources available to you, this can be your most rewarding year yet.
Let’s make it happen, together.

