You’ll leave this course with a greater understanding of the Common Wealth sales process and the experience your clients can expect, from prospecting, to plan design, contracting and employee onboarding.
- Common Wealth’s customer journey
- The employer onboarding experience
- Prospecting and renewal strategies
Total course time: 15 minutes
CE Credits are accepted by the Institute for Advanced Financial Education (IAFE) towards the Chartered Life Underwriter (CLU) and Certified Health Insurance Specialists (CHS) designations. They may also cover CE requirements for other licenses such as the LLQP; please check with your provincial licensing body.