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It may be the heat of summer, and while we all deserve vacation time, the top financial advisors and insurance producers are already planning for a successful home stretch in 2022. In Part 1 of our 3-part "August Intensive" series, we welcome Ryan Mattern, Director, Advanced Sales to lead off with the basic, but all-important policy review. This is where it all starts in conversations with clients, and Crump's Policy Evaluation Program makes it easy for you to review and recommend options, if needed.
By Crump Life Insurance Services5
1111 ratings
It may be the heat of summer, and while we all deserve vacation time, the top financial advisors and insurance producers are already planning for a successful home stretch in 2022. In Part 1 of our 3-part "August Intensive" series, we welcome Ryan Mattern, Director, Advanced Sales to lead off with the basic, but all-important policy review. This is where it all starts in conversations with clients, and Crump's Policy Evaluation Program makes it easy for you to review and recommend options, if needed.