During this session, participants will be provided with specific tools for analyzing consumer needs; will learn to utilize risk identification techniques to gather pertinent prospect information; will develop skills necessary to assimilate information gathered into a customized protection program; and will participate in exercises designed to promote effective delivery of proven solutions. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.
Approved CEs: 7 RI | 7 MAIf you need credits in another state, please confirm prior to registering.
Member: $180 | NonMember: $230 | Associate Sponsor: $205
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