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Client Needs Assessment with Ted Simms

February 13 @ 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:

– 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!


February 13
11:00 am - 12:00 pm
Event Category:

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