In a Senior Insurance Market teaming with options knowing the right questions to ask is a skill no broker can do without.

A well crafted Client Needs Assessment will help you ask high-quality questions and get useful answers. And the more you understand about your clients wants and needs, the better you can help educate them on the right path forward.

In this training, we'll help you understand the fundamentals of a quality Client Needs Assessment, and how to put together your own custom CNA's.