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Licensing & Contracting Made Easy

July 14 @ 10:00 am - 10:30 am UTC-8

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During this presentation we will cover how our associates verify licensing and contracting requirements. The presentation will include a review of what’s at the CPS website, and discussion of the following topics:
  • CPS Website www.CPSInsurance.com: Contracting requirements for every state, Producer Packet, and CA DOI check Annuity CE
  • SureLC: Contracting with carriers and AML certification
  • E&O policy
  • Show My App Kit Email
  • Q&A

On Tuesday, July 14, at 10.00 AM PST – use the information below to join the meeting:

Meeting URL
https://bluejeans.com/655296444?src=join_info

Meeting ID
655 296 444

Want to dial in from a phone?

Dial one of the following numbers:
+1.408.419.1715 (United States(San Jose))
+1.408.915.6290 (United States(San Jose))
(see all numbers – https://www.bluejeans.com/numbers)

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Details

Date:
July 14
Time:
10:00 am - 10:30 am UTC-8
Event Category:

Venue

CA United States

Organizer

CPS Annuities Team
Phone:
(949) 863-0700 Ext. 266
Email:
annuitysales@cpsinsurance.com
Website:
www.cpsinsurance.com