Deepening client relationships, unlocking new opportunities, and protecting and diversifying your clients’ portfolios—it’s all part of what life insurance can add to your practice. More>>
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>>
Guest contributor: Jason DeMeo, ChFC, LUTCF, FLMI, is a business development specialist at Crump Life Insurance Services.
Let’s say you have a client who is in the peak of earnings potential, and you have discussed life insurance with them. You have determined how much insurance the client needs and how long the client should keep it. You have settled upon a term insurance policy to cover the current value of their future income over their remaining working years (let’s say it’s 20 years), although early retirement has not been ruled out. However, we know that life doesn’t always work out as we plan. More>>
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>>
Not having goals and a plan is like going on a trip, but you don’t know where you’re going or what you need to do to get there. You could just get in your car and start driving, but what if you can’t get to your destination by car? Or, what if you are driving in the wrong direction? You may eventually get there, but it will take more time, effort and resources. More>>
For many, social interaction during the pandemic has been limited to video calls or other digital communications, making it difficult to read a room. Whether you’re on a conference call or doing a virtual happy hour, NBC News investigative and consumer correspondent Vicky Nguyen has some tips on how to decode body language for your next video call, no matter how many screen freezes or audio glitches get in the way. More>>
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>>
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>>
No one would say going through a pandemic is easy or recommend it as a best business practice. Yet, it happened. To everyone. Our world changed, and it didn’t always feel like “we’re all in this together” as we sheltered in place and clients wouldn’t step foot in your office or in your seminars.
Yet despite everyone’s collective and individual struggles, many MDRT members found spaces to rebuild and realign. They saw areas for improvement or revision that may have always been there but could now be seen better. To help you see some opportunities in your business, read what MDRT members from around the world had to say about how they changed their business during the pandemic. More>>