Category Archives: Productivity

Celebrating 20 years, 20 moments of Life Insurance Awareness Month

6 Sep
Celebrating 20 years of Life Insurance Awareness Month

Life Happens’ 20th annual Life Insurance Awareness Month (LIAM) is officially here! This September marks the 20th anniversary of our biggest campaign, and we’re celebrating all month long. Join us throughout September for 20 Years, 20 Moments, a calendar of events for each weekday during the month. Download the calendar here. From taking the Life Insurance Pledge on September 8, to sharing a memory of a loved one who has passed away on our Memory Wall on September 12, to using one of our free digital postcards to thank your insurance agent on September 22, the calendar is full of simple ways to spread awareness for the importance of life insurance. Save the dates!

16 assumptions that cause advisors to lose clients

9 Aug
Older man waving goodbye as he walks down a hallway.

Today, many client relationships involve managed money or asset-based pricing. Advisors are paid regardless of how often or infrequently they are in touch with clients. Because professional money managers are involved, the client’s assets might even grow without advisory intervention. The bond between the client and the advisor is much weaker when communication drops off.

Let us look at 16 things some advisors assume, wrongly, about their clients. More>>

Protect your company against phishing attacks

2 Aug
Computer hacker staring at a computer screen with code displayed.

While ransomware attacks and organized hacking operations may grab headlines, malicious operators often gain access to company networks in mundane ways that don’t earn attention so aren’t talked about as much. While this information may seem basic, it bears repeating. We are seeing a significant increase this year in cybercrime, so though you think you and your clients, employees and colleagues are wise to the multitude of scams out there, there are still scammers succeeding in hooking us in. More>>

4 ways ChatGPT can bolster the insurance industry

12 Jul
ChatGPT

With seemingly limitless wordsmithing capabilities, OpenAI’s latest language model, ChatGPT, has the potential to revolutionize countless industries. Insurance is certainly no exception. More>>

The LGBTQ+ market: A rainbow of opportunity

14 Jun
Pride Month

Guest contributor Tim Harper, supervisor, sales development specialist at Crump Life Insurance Services.

Shares insight into the LGBTQ+ community and whether you are potentially missing the rainbow of life insurance opportunities this community offers. More>>

Why meeting the financial needs of women matters

31 May
Woman working

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

It has been widely publicized that there has been a considerable shift in wealth in the U.S. to women. Women now control a third of the total U.S. household financial assets. If you’re a financial professional and you’re not thinking daily about how to meet American women’s needs better, you are not only in jeopardy of losing current clients but also of missing out on many new opportunities to grow your clientele. More>>

Closing the income protection sale

24 May
Making a sale

The following tips will help you increase your success and closing ratio when selling income protection and help ensure your clients are protected in the event they are unable to work due to a disability—setting expectations in the beginning of the sales process and during the sale is key. More>>

Field underwriting: The key to increasing your revenue

10 May
talking with a client

Guest contributor Adrienne Wilson, FALU, ChFC, CLU, FLMI, ACS, is a senior underwriting consultant at Crump Life Insurance Services.

Field underwriting is one of the most critical things financial professionals can do to ensure the best underwriting outcome for clients. Field underwriting gathers all the pertinent information that may affect underwriting offers at the initial meetings between financial professionals and clients. More>>

Crump’s new website is live

26 Apr
Crump's new website
The new Crump website launched on April 17. We’re providing information and resources to help you educate yourself on the new site. Watch the video

New LIMRA Research Reveals Women Working with a Financial Professional Are More Confident and Prepared for Retirement

5 Apr
Woman working with a financial professional
Over the past decade, women have said their top financial concern is having enough money for a comfortable retirement. New LIMRA research suggests that those working with a financial professional are more likely than unadvised women to feel very prepared for retirement.

According to LIMRA’s new study, Impact of Financial Professionals on Retirement Security, 40% of women who work with a financial professional report that they feel very prepared for retirement, compared with just 27% of women who don’t work with one. More>>