ADVANCED SALES

Your extraordinary clients deserve extraordinary professional attention to their insurance needs. From technical assistance with tax and regulatory requirements, addressing competitive challenges, to case design ideas, sales concepts and educational materials, the Crump Advanced Sales team delivers what you need to succeed in today’s increasingly complex marketplace. We can help you design and explain creative custom solutions for high net worth, business owner, foreign national, and other specialty clients, and provide you with the back-office support necessary to get you from concept to close.

Our Advanced Sales Team is Here for You!

Supporting financial professionals’ insurance sales from open to placed, the Crump Advanced Sales team members are experienced industry professionals who understand the full range of uses for insurance products, and are uniquely positioned to help you provide your clients with customized solutions. Crump’s Advanced Sales team has eight staff members to assist you, including attorneys, multiple CFP®s, ChFC®s, and CLU®s, with over 175 years of collective industry experience.

Shining Light on Complex Topics

Crump’s Advanced Sales team closely monitors tax and regulatory changes to help keep professionals up-to-date. We have given particular attention to updating planning and sales strategies in light of recent tax reforms, as well as providing educational and practical resources for compliance with the growing trend toward documenting “best interest” recommendations. We have specialized resources to educate financial professionals on a host of concepts in these categories:

Wealth Transfer Planning
Charitable Planning
Business Planning

View a full listing of concepts