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>>

Why women should start their insurance planning now

8 May
woman on laptop

Having the proper protections in place should be important to everyone, but early planning is particularly important for women. With a broader variety of female-specific needs, finding suitable insurance options to secure the future better can be challenging.

I’ll share some key considerations to help explain why women should start planning for insurance protection now. Let’s get started. More>>

10 ways you’re shortening the life of your phone

5 May
mobile charging

You may think keeping a phone constantly charged is a good thing—wrong! Learn the surprising ways you’re shortening the life of your phone. Getting a new phone isn’t cheap, so you want it to last as long as possible. Read on the discover the ways you’re causing your phone to break down on you faster. More>>

Disability insurance: for anyone who works

3 May
Disability Insurance Awareness Month

Are you looking for tools to help add disability insurance (DI) to your book of business in today’s fast-changing market? Register for our Disability Insurance Awareness Month (DIAM) webinar series, which shows you how to find the right opportunities to help meet your client’s needs.

Each week, Kenny Russell, director, DI Sales, Crump, and carrier representatives, offer different topics that take an in-depth look at the need for DI, available DI products, and practical sales ideas to help you get the DI conversation started with your clients and finalize the sale. These webinars provided time for attendees to ask the panel questions related to the DI topics discussed that day. More>>

Disability income insurance: how to use it

1 May

May is Disability Insurance Awareness Month

It’s happened: You’re too injured or sick to work for the foreseeable future and you need to use your disability insurance. What do you do?

First of all, recognize that it’s a financially daunting situation, but not an unusual one. Consider your options. More>>

Changing jobs? Here’s how to handle life insurance and disability insurance

24 Apr

Are you considering a new job opportunity? If so, you’re not alone. The average employee stays at a job for just over four years, so people of all ages will likely see a job change at least several times in their lifetime. Whether it’s a voluntary move, switching from full-time to part-time, or the result of a layoff, it’s a big event in your life that comes with financial consequences.

Have you considered what happens to the insurance coverage you enjoyed while at your job? Here are some of the most popular questions employees ask about these benefits and what to expect when you pursue your next opportunity. More>>