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Client Needs Assessment- A Peak inside how successful agents conduct a CNA!

December 14, 2023 @ 11:00 am - 12:00 pm EST

Don’t miss this opportunity to help grow your business, become a better insurance professional, and serve your clients better. In this training, we will discuss the process around becoming successful using a Client Needs Assessment as part of your took kit to better serve your clients.

Topics will include:

What makes a CNA successful?
What information you are looking for?
Sample Questions you should be asking.
How to uncover the needs!
Keys to success!

Please register and mark your calendar so you don’t miss this valuable information showcase.

Venue

Zoom