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Presenter: Yusudan Ren, CFA, CFP, CLU, Pl. Fin., Regional Sales Director, Central North East Region

Appreciate the need of CII for children.

• Identify the benefits of purchasing a CII plan for young children.
• Understand the insurance solution, how it works and what options that are available the tailor the plan for the client.
• Explain how to build a plan that protects the child through their lifetime and answer key question that might come up during the sales process.

1 CE credit | PDU