Policy Claims: A Sales and Service Opportunity

Provincial Life Credits: 3 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 3 credits (AB, SK, MB, ON)
CFP® Certificants: 3 credits (Financial Planning)
  • Sales slipping? Try putting the claim payment up-front in the insurance sales process so clients understand the reasons for, and rewards of, insurance;
  • Read up on how to ensure policy claims will be successful;
  • Learn the many reasons why claims are more or less than expected;
  • Get advice on how to deal with an unhappy claimant.
Price charged to FA: $22.50 (You do not pay on this site.)

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