NEWS AND EVENTS

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Finding the Right Mix: Merging Technology with Traditional Practices

Travis Phillips, vice president, Digital Solutions provides advice on how financial professionals can innovate and deliver traditional solutions and practices in a world where clients expect instant delivery. Listen now

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Have you experienced difficulty closing the income protection sale?

The following tips will help you increase your success and closing ratio when selling income protection. Read more

  • Get Contracted—Faster and Easier

    Our contracting tool is an easy-to-use, web-based tool that allows you to quickly submit appointment requests to one or multiple life insurance companies via Crump

  • Closing the Income Protection Sale

    The following tips will help you increase your success and closing ratio when selling income protection and help ensure your clients are protected

  • Affordable Protection to Cover the Essentials

    Helping clients understand their options so they can find the right protection at the right time is critical

  • 3 Ways To Improve Your Cold-Calling Skills

    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