Description

Continuing Education (CE) is approved in many states, but the number of credits may differ by state. Please verify the specific credit approval in your state.  Approved for 2 ETH & 5 OGI CE credits in Virginia.

NOT approved for CE in: AK | HI | ID | OK 

Times shown are EASTERN.

Objective: 

During this workshop, participants learn:

• Specific tools for analyzing consumer need
• How to utilize risk identification techniques to gather pertinent prospect information
• Skills necessary to assimilate information gathered into customized coverage recommendations
• How to prepare a complete submission
• Tips for preparing and presenting a comprehensive insurance proposal

Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

Approved for the Utica E&O discount for persons holding the CPIA designation and in good standing.

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