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Client Needs Assessment

March 27 @ 11:00 am - 12:00 pm

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:

  1. Unlocking the Power of a Successful CNA
  2. Essential Information to Seek
  3. Proven Sample Questions
  4. Uncovering Client Needs Effectively
  5. The Key Ingredients for Success

Secure your spot and save the date for this invaluable information showcase. Register now to transform your insurance practice!


March 27
11:00 am - 12:00 pm
Event Category:

Neishloss & Fleming is hiring! Learn more about joining our team.