| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| FP Canada Credits: | 5 credits (Financial Planning) |
| Institute Members: | 5 credits |
| ID CE Credits: | 5 credits (Professional Development) |
| MFD Credits: | tba |
Procrastination, cognitive biases, and agent behaviour can form roadblocks to acquiring and maintaining insurance coverage. Learn from these and many other reasons individuals fail to acquire insurance policies --- and the information needed by which their position can be reversed. This course delivers all that and:
- Develops an approach that recognizes and respects the rationale of the prospect/client and their perceived barriers;
- Achieves better plans based on characteristics of the prospect/client;
- Facilitates the progression of uninsured to insured or underinsured to insured;
- Benefits the agent with checklists to test behaviour against standards and expectations.
$74.95
$74.95