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.