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Fact Finding II

Fact Finding II.

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Fact Finding II

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  1. Fact Finding II Notice: This training material, including all handouts, video, written documentation and verbally--provided training, are considered confidential proprietary and trade secret information. No reproduction, video, audio or other recordings or disclosure of this information may occur without the express written consent of the home office of Bankers Life and Casualty Company, Bankers Conseco Life Insurance Company and Colonial Penn Life Insurance Company.

  2. Fact Finding II Objectives At the end of this session, you will be able to: • Identify multiple, potential needs while Fact Finding • List questions to focus on probing deeper • Describe ways to improve your Fact Finding skills

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