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Insurance Continuing Education - Online
Insurance Continuing Education - Seminar
Insurance Continuing Education - Classroom
Insurance Continuing Education - Textbook
Live (classroom) Insurance Continuing Education, CFP Continuing Education, CLU/ChFC, CIMA, CPA and MCLE Continuing Education approved for presentation by executive and wholesaling teams and individuals

Course Information


From Pavlov to Maslow: Growing from Knee-Jerk Sales to Understanding Client Needs


Working with the client's CPA and Attorney to take care of their needs is always and ideal situation. This course helps all of those professionals work together to design and implement the proper business and estate planning program. Tools to assess the proper course of action are demonstrated as well as how specific insurance-based programs could work.  

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