This revamped 4-part series is perfect for advisors who haven’t attended yet or those seeking a refresher. It’s designed to help advisors develop, enhance, or expand their group insurance services.
Whether you’re just getting started or looking to refine your approach, Marni will discuss the fundamental tools and strategies to help you succeed and grow your business.
Session 1: Prospecting and the Importance of the KYC (Know Your Client)
Session 2: Navigating the Request to Quote Process and Group Underwriting
Session 3: The Marketing Proposal and Implementation
Session 4: Employee Engagement and Communications
1 CE Credit per session
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