Crump Insights

Reasons to Offer Policy Reviews to Your Clients: Brandi Graver, CLU®, Director, Advanced Sales

February 08, 2021 Crump Life Insurance Services
Crump Insights
Reasons to Offer Policy Reviews to Your Clients: Brandi Graver, CLU®, Director, Advanced Sales
Chapters
Crump Insights
Reasons to Offer Policy Reviews to Your Clients: Brandi Graver, CLU®, Director, Advanced Sales
Feb 08, 2021
Crump Life Insurance Services

One of the most important, yet often overlooked responsibilities for financial advisors and life insurance agents is the policy review.  Crump has streamlined this often tedious and time consuming process, making it easy to complete and opening new opportunities to assist your clients. In this episode, Crump's Brandi Graver shares her insight and advice, and tells us why 2021 could be a busy year for life insurance professionals.

Show Notes

One of the most important, yet often overlooked responsibilities for financial advisors and life insurance agents is the policy review.  Crump has streamlined this often tedious and time consuming process, making it easy to complete and opening new opportunities to assist your clients. In this episode, Crump's Brandi Graver shares her insight and advice, and tells us why 2021 could be a busy year for life insurance professionals.