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1 CE Credit|1 PDU

Presenter: Anna Tsepelis, CLU, CHS | Senior Sales Consultant, Life | RBC Insurance

Discovering Insurance Needs From a Business Owner’s Will – how asking the right questions uncovers life insurance needs
Asking business owner clients the right questions about their will and estate planning can open the door to valuable conversations about their priorities and needs, uncovering opportunities for personalized life insurance solutions.