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Perfecting The Client Needs Assessment

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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November 10

CSG APP – Feature Focus Training: Stack Med Supp Plan alongside PDP and DVH Plans

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November 11

New 'View As' Feature