Marketing

The following resources are available to assist advisors to get certified and target prospects for individual health insurance sales opportunities:

Marketing Resources
CDHC Certification Test*
Prospecting Sheet**
CDHC Certification Presentation

* This test is available to advisors that play back the CDHC certification presentation on eSource.

** The customizable Prospecting Sheet is a PDF that accepts data entry. You can personalize the sheet with your own contact information by simply clicking on the fields in the gray contact box in the bottom right corner. Once your information in entered, click "File", "Print", then select the option that allows you to print PDFs and when prompted, save the file to your computer.