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Attention: This course is not approved for State reported continuing education credits.
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Designated participants are only allowed to register for this course.
This Online MEGA is allowed only for CIC, CRM and CPRM Dues Paid designees.
To earn designation update credit in this course, you MUST have paid your annual dues. Please click the link to Pay your Dues
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In the case of multiple licenses, please enter your resident state license information as CE credit will only be processed for one state. Modifications to your CE request may be made up until the last day of the course through the My Courses tab in your PROfile. Certain states have rules regarding repetition of courses, please review those requirements prior to requesting CE credits.
The State of Nevada has only approved this course for 3 credits of Property & Casualty and 3 credits of Ethics.
IMPORTANT: If you have previously taken this course it is imperative that you review the repetition rules established by your State Department of Insurance as some states do not allow a course to be repeated within a certain period of time.
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NOT APPROVED FOR STATE REPORTED CE CREDIT
OVERVIEW AND TOPICS
The Client Buying Decision Process
The top five key traits and qualities demonstrated by top sales leaders, the eight Decision Process Principles and their application to high net-worth clients.
The Process Of Selling: The Diagnostic Appointment
Dynamics 3‐Step Sales Process, how to build trust with clients, leveraging personality and buying styles to develop selling strategies, and how to create a Diagnostic Appointment Questionnaire.
Advanced Client Communication
Asking questions with purpose and the four types of probes used in questioning and how to counter objections with precision prompters.
A Practical Approach- Presentation and Referrals
Decisions to make prior to meeting with buyers and how to cultivate your Center of Influence for high net-worth client growth.
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You can not register same event with in 30 days.
Did you know…
To earn your CIC, you can take 5 of the 7 CIC courses
-OR-
Take 4 CIC courses and 1 CRM or CPRM course
Request saved successfully!
Attention: This course is not approved for State reported continuing education credits.
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This Ruble is allowed only for Dues-Paid designees. To earn designation update credit in this course, you MUST have paid your annual dues. Please click the link to Pay your Dues
This course is only for Alliance designees. Click here to learn about our designations.
This course is allowed only for CISR, CISR Elite & CSRM Dues Paid designees. To earn designation update credit in this course, you MUST have paid your annual dues. Please click the link to Pay your Dues
This course is allowed only for CIC, CRM and CPRM Dues Paid designees. To earn designation update credit in this course, you MUST have paid your annual dues. Please click the link to Pay your Dues
This course is allowed only for Dues-Paid designees. To earn designation update credit in this course, you MUST have paid your annual dues. Please click the link to Pay your Dues
This course only grants update credit for CISR, CISR Elite & CSRM designations
Important Notice
If you've recently completed this course under the CISR program, some states may not award state-reported CE credit due to repetition rules. Please contact our CE team at cesupport@riskeducation.org for additional information.
