5 PC. 2 Ethics | 83880/86601 web: AIMS Provider #0394

Implement for Success (CPIA 2)

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

-hot to prepare a complete submission

-tips for preparing and presenting a comprehensive insurance proposal.

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