Go Where People Are Not Going: Serving the Female Investor

29 Jun

Guest contributor Eileen Shovlin, regional director at Crump Life Insurance Services.

A mentor once told me to “go where people are not going,” and I’ve kept this advice in mind as I work to help financial professionals grow their businesses. Our discussion focused on how to grow your new client business by going where people are not going: serving the female investor. More>>

3 Ways to Improve Your Cold-Calling Skills

25 May

Guest contributor Brooklynn Slaughter, direct sales representative at Crump Life Insurance Services.

With a shift toward new digital sales techniques and technologies, it’s easy to forget the value of traditional cold calling in building business relationships. Cold calling has been around for years, and in the world of insurance, we continue to lean on this method because it works.

Here are three recommendations to help you achieve cold-calling success. More>>

Insurers, Distributors Keep Up Disability Insurance Awareness Fight

11 May

Life Happens and other groups are trying to remind consumers — and insurance agents, and retirement planners — that just about all positive financial decisions depend on a worker’s ability to earn a paycheck.

Life Happens is offering financial professionals and other campaign supporters access to a free package of education support materials, including flyers, brochures and social media-friendly graphics. More>>

4 Life Insurance Marketing Videos that Educate and Inspire Clients

27 Apr

81% of marketers say video has helped them directly increase sales, according to Wyzowl Research. You may not consider yourself a “marketer,” but that’s what Life Happens is here for! We want to share four life insurance marketing videos with you and explain how you can incorporate them into your sales process. More>>

13 Tips for Getting More Clients

13 Apr

A recent study conducted by Dow Jones and Broadridge Financial Solutions division AdvisorStream, which offers digital marketing, found that there is significant demand among investors for advisory services, especially among younger investors.

Based on the findings of that study, in which 1,269 investors were surveyed in the U.S., Canada and the U.K., advisors and industry experts at AdvisorStream and Dow Jones provided some helpful tips for advisors to improve their businesses. More>>

How Marketing Analytics is Changing Life Insurance Sales

16 Mar

Guest contributor Sherri Lindenberg, senior vice president, marketing, Crump Life Insurance Services.

Analytics in life insurance and its related products was historically viewed as part of the actuarial side of the business. All that has changed, at increasingly fast rates over the past couple of decades, due to exponentially increasing computer speed, the internet of things, virtually unlimited cloud computing data storage capacity, artificial intelligence, the prevalence of social media, and digital behaviors.

Analytics has transformed the role of marketing in our business, moving it from an art to a science. More>>

The ‘Why’ and ‘How’ of LinkedIn for Financial Advisors in 2021 and Beyond

10 Nov

LinkedIn has over 750 million users, with the vast majority of them being professionals, go-getters, decision-makers, CEOs and entrepreneurs. In North America alone, there are more than 4 million high-net-worth investors (HNWI) active on the platform. In a nutshell, LinkedIn users are prospects who could potentially benefit from the services of a financial advisor. More>>

Life Insurance Awareness Month 2021

15 Sep

Life Happens created and coordinates the Life Insurance Awareness Month (LIAM) campaign every September. This year, Life Happens is collaborating with singer, songwriter, producer and humanitarian Kelly Rowland for LIAM. By partnering with Life Happens as LIAM spokesperson, Kelly wants to help Americans get the knowledge they need to take-action with life insurance through this year’s theme: With life insurance, I’ve got you. Crump Life Insurance Services supports Life Happens and its mission to educate consumers. Check out these turnkey marketing resources to help make it easy to get your campaign off the ground … even if you think you don’t have the time! More>>

Online Tools That Can Boost Your Sales

28 Jul

Guest contributor: Ron Bernas, digital content manager, marketing at Crump Life Insurance Services.

As financial professionals, we spend so much time living in our own world of industry news, trends and even jargon that it can be hard to distinguish what we know as everyday language from what our customers likely understand. It’s no wonder that our efforts to grow our existing business and prospect for new opportunities can often lead to some head scratching – “I’ve tried everything” or “I’ve used the same tactics year after year, now what?” More>>