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Implement for Success (CPIA 2) - Naples, FL
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Implement for Success (CPIA 2) - Naples, FL

Participants will be provided with specific tools for analyzing consumer needs; will learn to utilize risk identification techniques to gather pertinent prospect information; will develop skills necessary to assimilate information gathered into a customized protection program; and will participate in exercises designed to promote effective delivery of proven solutions. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

2/22/2017
When: 8:30 AM
Where: Lutgert Insurance
1395 Panther Lane
Naples, Florida  34109
United States
Presenter: Lisa Goin
Contact: Jan Rauch
239-641-1348

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To register please email Jan Rauch jsr307@aol.com or call at 239-641-1348.

Important information about receiving and maintaining your CPIA Designation

Upon completion of the three part series Insurance Success Seminars, CPIA designation attendees are notified of their eligibility. Attendees have 3 years to complete the three part CPIA series upon completion of their first class. Attendees are awarded the designation and will be notified by email from the AIMS Society.  Diplomas are prepared on a quarterly basis.

The CPIA designation does require a biennial update. This update requirement can be satisfied by attending one of the following:

  • attend one of the core Insurance Success Seminars, CPIA 1 - Position for Success; CPIA 2 - Implement for Success; CPIA 3 - Sustain Success;

  • attend one of the Advanced Insurance Success Seminars;

  • maintain Individual or Group level membership in the AIMS Society

 

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