Providing a secure future for families across America since 1974
Call us today: (949) 863-0700

Loading Events

« All Events

  • This event has passed.

How to submit an Annuity e-App through the CPS Website

November 1 @ 11:00 am - 11:30 am UTC-8

Tuesday, November 1st – 11.00 AM to 11.30 AM PST

During this presentation we will discuss the advantages of the e-application vs the paper process, how to submit the application, completing client e-signatures, and how to avoid common mistakes on suitability which can delay the process.

Hosted by Annuity Internal Wholesaler, Seth Trickle.

REGISTER NOW

Details

Date:
November 1
Time:
11:00 am - 11:30 am UTC-8
Event Category:

Venue

CA United States

Organizer

CPS Annuities Team
Phone:
(949) 863-0700 Option 2
Email:
annuitysales@cpsinsurance.com
Website:
www.cpsinsurance.com