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CPIA 2 - Implement for Success - Webinar - March 25 (7 WI CE (2 are Ethics) UTICA Approved)

March 25, 2026 8:30 AM - 4:15 PM (CDT)

Description

Presented by Lori Rummelt, CIC, CPIA

Course # 6000104840

CE Credits
7 WI CE (2 of 7 Ethics)
UTICA Approved

CPIA 2 - Implement for Success

Moving beyond prospecting, this seminar dives into the consultative sales process. Attendees gain hands-on experience in conducting needs assessments, engaging in effective fact-finding, and crafting tailored insurance proposals. The seminar introduces strategies for building rapport, handling objections, delivering compelling presentations, and ensuring transparent communication. Emphasis is placed on active listening and adapting solutions to meet the unique needs of each client.

Webinar Cancellation Policy: Full refund up to 24 hours prior, after that $25.00.

Webinar System Requirements: Reliable internet connection and working speakers. No microphone or webcam is needed.

Please contact bbredeson@piaw.org to register after 12:00pm on 3/24.

Location

This is a webinar.

Pricing

$170 - PIAW Members

$199 - Non-Members

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Contact Information

PIA of Wisconsin, Inc.
Name: Amy Nitschke
Phone: (608) 274-8188
Email: anitschke@piaw.org
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