A MAN AND A WOMAN WALK INTO AN ADVISOR’S OFFICE …
No, it’s not the setup of a well-trodden joke. In fact, the difference in treatment that male and female clients receive is far from humorous.
While many financial advisors claim or even believe they treat all clients equally, regardless of their gender, studies show a significant difference in the way advisors work with men and women. The culprit for this inequitable treatment? Unconscious, or implicit, gender bias. More>>
In 2010, 63% of Americans had life insurance, according to LIMRA. By last year, that number had dropped to just 54%. LIMRA’s research also revealed that 30 million American families lack life insurance, and another 30 million more are underinsured. That is a tremendous gap that leaves far too many families at risk. More>>
Poet William Butler Yeats once said to “think like a wise man, but communicate in the language of the people.” While it’s true that the right verbiage and empathetic delivery may show clients, you understand their unique reality and circumstances, even the most well-spoken and expert insurance professionals can’t guarantee a disability insurance (DI) sale. More>>
May is Disability Insurance Awareness month (DIAM)! Crump Life Insurance Services has put together sales and educational tools to help you and your clients understand the available products and the need for income protection. More>>
Thank goodness that come January, the year 2020 will be a thing of the past! There’s also a COVID-19 vaccine that is in the midst of being distributed, and everyone is hopeful to go back to normal within the next year and for businesses to open back up. If you’re an agent who excels at face-to-face sales, this news is epic because you can start working your magic in person again. If you’ve been successful working around social distancing, there are still a few resolutions you may consider making to ensure the best year possible and the most profitable one too. We have some great New Year’s resolutions that will surely give your agency a boost. Let’s take a look. More>>
Are you taking hockey great Wayne Gretzky’s famous advice and ‘going where the market is going?’ See the latest stats about who is buying life insurance today. More>>
Clients’ trust in and satisfaction with their financial professional increases when both parties willingly broaden their conversations and engage in a more transparent, holistic approach to financial and future planning, according to a new study from AIG Life & Retirement and the MIT AgeLab. More>>
| Every fifteen to twenty or so years, a new generation emerges, and as the kids that compose it come of age, they generally catch some flak from their older counterparts. It’s almost like a rite of passage to take heat from your elders and give it right back to them — only to do the exact same thing they did once you’re their age. More >> |
Andrea Caruso, Senior Vice President and General Manager, Independent Channel at Crump Life Insurance Services discusses remaining motivated to sell while working from home. More>>
Like it or not, small talk is integral to your success. Whether you’re networking, speaking with a new prospect, or warming up a customer before upselling them or asking for a referral, you must be able to build rapport with casual conversation. More >>