E News on E Tools
We’re currently being encouraged to utilize social distancing, avoid large gatherings and unnecessary meetings, but 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.
Adopting E Commerce Tools To Stay Profitable and Healthy will cover:
- 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.
- GoToWebinar – A CPS tool that you can utilize with your CPS Annuity Marketing Manager to share visual concepts and ideas online with your clients.
- Various websites that provide you with free conference call services, screen share capabilities, day to share brochures, sales material and more.
With these available along with other free tools, we can help you navigate this difficult environment and stay healthy.
Thursday, March 26, 2020 | 9.00 AM – 9.30 PM PST