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Insurance Agent CE Minocqua (Aug)

2019/08/07

The Waters of Minocqua

The Waters of Minocqua

Morning: Ethics with Robin Mueller 

A breakdown of 10 questions is covered.  Individual work, then small group work, followed by large group discussion takes place. Suitability is also covered.

Afternoon: Multiline Transitioning with Robin Mueller 

The importance of cross offering is covered.  Prospect definition follows.  Segmenting a book of business into manageable markets with transition phrases is covered.

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