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Client Needs Assessment

February 13 @ 11:00 am - 12:00 pm EST

  • What is a C.N.A
  • Goals of a C.N.A
  • Steps to conducting a successful C.N.A
  • What products should the Senior market Agent have minimum to fully protect clients. (MA, Supps, HI, DVH, PDP, Cancer, Life, STC)
  • Where to get these products (Pointing right back to the Partners that invited)
  • Actual examples of questions and how to present them to your client.
  • Keys to success

Details

Date:
February 13
Time:
11:00 am - 12:00 pm EST
Website:
https://integritymarketing.zoom.us/webinar/register/8316904625806/WN_5LA8uuc7RjCb6xa8BFzjvQ

Venue

Zoom