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Client Needs Assessment Webinar

March 12 @ 2:00 pm - 3:00 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:

  • 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!


March 12
2:00 pm - 3:00 pm
Event Category:

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