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Webinar: Utilizing Online Tools To Take Apps And Communicate Effectively With Clients

April 3 @ 10:00 am - 10:30 am UTC-8

E News on E Tools

We’re currently being encouraged to utilize social distancing, and avoid large gatherings and unnecessary meetings, but CPS understands ongoing communication with your clients is vital both for their financial futures, and for their legacies.

CPS offers various e-Tools and insights – to help keep your business going and eliminate the need to meet face to face with clients.

Utilizing Online Tools To Take Apps And Communicate Effectively With Clients will cover:

  • The CPS Online Apps – Complete an annuity app online with your client and apply e-signatures, all from the comfort of your office or home.
  • GoToWebinar – Utilize this tool with your CPS Annuity Marketing Manager, share visual concepts and ideas online with your clients.
  • Recommended websites and services that provide you with free conference call setup; screen share capabilities, so you can share brochures and sales materials, and more.

We can help you navigate this difficult environment, be productive and efficient, and stay healthy.

REGISTER NOW

Details

Date:
April 3
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