Its in the news everywhere, the Corona Virus is now effecting everyone’s daily lives. We are now being encouraged to utilize social distancing and avoid large gatherings and unnecessary meetings.
Nevertheless, CPS understands ongoing communication with your clients is vital both for their financial futures and for their legacy. That’s why CPS has various e-Tools to keep your business going without meeting face to face with clients. With these available along with other free tools, we can help you navigate this difficult environment and stay healthy.
Some of these e-tools include:
- The CPS Online Apps – Allowing you to complete an annuity app online with your client and apply e signatures, all from the comfort of your office or home.
- Freeconferencecall.com – A website that provides you with free conference call services
- Screenleap.com – A website that offers 40 minutes of free screen share capabilities/ day to share brochures, sales material and more with your clients.
- GoToWebinar – A CPS tool that you can utilize with your CPS Annuity Marketing Manager to share visual concepts and ideas online with your clients.
We would encourage you to contact CPS with any questions or to learn more. As challenges arise, we can rise to the occasion together.