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Perfecting The Client Needs Assessment

Date & Time

May 21, 2025, 12:00 PM PST

Description

Take better care of your clients by unlocking the power of a Client Needs Assessment.

Join us for an exclusive webinar that will empower you to enhance your insurance career and prioritize your clients like never before. Discover the secret to success by incorporating a Client Needs Assessment (CNA) into your toolkit, ultimately boosting your ancillary sales.

During this session, we will delve into:

- Unlocking the Power of a Successful CNA

- Essential Information to Seek

- Proven Sample Questions

- Uncovering Client Needs Effectively

- The Key Ingredients for Success Secure your spot and save the date for this invaluable information showcase.

Register now to transform your insurance practice!

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Part 3: A Practical Guide to Plan Options | Navigating Medicare Choices

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May 21

Broker Meet the Doc @ W Charleston Featuring Dr. Ma