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DI 101


Thursday, November 14th   




Join  Kenny Russell,Director Disability Solution Center, for a webinar covering the basics of writing Disability Insurance (DI)/Income Protection for your clients.  


This will be a broadly scoped presentation covering the basics of determining clientele, sending the right quote, how DI comes up short, underwriting niches, and sales ideas. Join us to learn how to identify clients’ DI needs and open the discussion for DI protection within your sales pitch. 


05.16.24 SOLC24-1806-A EXP: 5.16.25

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LTC Planning Case Studies



Thursday, December 5th



Please join Susan Weiland CLTC, Crump LTC wholesaler, as she presents real-life case studies and long term care (LTC) planning solutions to best fit your clients' long term care plan. We will cover topics such as:

Using qualified money to fund a LTC planning solution
LTC state partnership policies and traditional LTCi
Live, die, quit, and deduct solution
Business owner solutions
Multi-life LTC case study


7/26/24 LTCI24-A EXP:7/26/2025





Playback







LTC Basics
Thursday, November 7th
Please join Susan Weiland, CLTC®, Crump Long Term Care wholesaler, to learn the basics of LTC planning and product overview. Advisors can play a key role in long-term care planning. Americans are not aware of all the ways you can help them protect their retirement savings from long-term care expenses. This presentation will review:
  • The client conversation
  • Sources of funds
  • LTC types of care
  • Cost of care
  • Traditional and hybrid product overview
  • Underwriting and application process 
10.17.24 LTCI24-4540-A EXP: 10.17.25





Thursday, October 24th  

Join our host Brian Metzger, sales director, and Brian Suchanick, internal wholesaler, Crump’s Transamerica Financial Network (TFN) account, for an interactive tour of the Crump website. During this webinar, we’ll provide a detailed overview of the Crump website from how to log on through the MyWFG website and cascade through various tools and links to help you work with Crump and submit your applications in the most expedient manner. 

This is a great opportunity to walk through the website on your own with us as we cover how to:

  • access and log into the single sign on
  • quote life policies
  • use the Crump Transaction Center
  • get appointed with our carriers
  • locate underwriting information including questionnaires and more.

This will be an invaluable webinar that you won’t want to miss.  


05.02.24 NACC24-1471-A EXP:05.02.25





Thursday, October 3rd

 Join Kenny Russell, director, Disability Solution Center, Crump; Christy Magorian, DIA, LUTCF, regional wholesaler, individual sales, Assurity; and Patrick Kane, DIA, LUTCF, regional wholesaler, Assurity as they discuss the significant impact a critical illness can have on your clients.

Topics that will be covered during the presentation:

  • What is critical illness insurance?
  • Why you should consider adding critical illness as a focus in your current sales strategy.
  • When Assurity's Cross-Sell Critical Illness Advantage Program is the right fit.
9/25/24 SOLC24-4032-A EXP:9/25/25

If you're new to the world of life insurance, or even if you have years of experience but just want to better understand the underwriting process, then this presentation is for you!

During this call, Brian Metzger, Sales Director for the Crump Life Insurance Services TFN account, will partner with Melissa Heighway, Crump Underwriting Director, to discuss utilizing the Crump underwriting resources for your business needs. Brian and Melissa will cover topics to include the following:

  • Key benefits of writing business with our carrier group
  • Key benefits of writing business with our available accelerated underwriting programs
  • Which carriers to look at for underwriting niches
  • Options available that do not require medical exams
 09/12/24 UNDW24-3522-A EXP:9/12/25


Thursday, September 12th   
Join our host Kenny Russell, director, disability sales, Crump, and Vincent Graziosi, sales director, of life brokerage sales, Mutual of Omaha, to discuss how disability and critical illness insurance can help build client loyalty and increase your income. We will discuss how to have the conversation and target markets and opportunities for both products.
9/4/24 NACC24-3522-A EXP:9/4/2025




SecureCare III Linked Benefit/Hybrid LTC Solution
Thursday, August 29th    
Introducing Minnesota Life/Securian long term care solution (LTC) called SecureCare III. This hybrid LTC plan, built on a nonparticipating whole life policy, has all the things financial professionals and your clients are talking about:

  • Cash/Indemnity Benefits
  • International Coverage
  • Simplified Underwriting
  • Return of Premium
  • Potential Tax Deductibility
  • Ages 40-79
  • Payment Options Include: Single pay, 5, 7, 10, or 15 pay
  • Waiver of Premium Available

Join Susan Weiland, external LTC wholesaler, LTC solution center, Crump, for a webinar to learn about this solution and how clients can maximize their leverage for long term care and maximize the protection on their premium dollars. 

10.17.24 LTCI24-4540-A EXP: 10.18.25 

Playback


Are you new to long term care (LTC) sales, or just not feeling confident about your LTC sales pitch?|
Have you received the requested LTC illustrations but now have questions on how to read them and what the details really mean?  

If you want to better understand LTC illustrations and be prepared to field your clients’ questions, then please join Susan Weiland, CLTC, Crump LTC wholesaler, as she shows you how to read and present LTC illustrations to clients. During this call, we will cover:

  1. Traditional LTCi illustrations for Mutual of Omaha and National Guardian Life (NGL)
  2. Linked Benefit LTC products such as Securian Secure Care, and One America Asset Care

10.17.24 LTCI24-4540-A EXP: 10.18.25





LTC Tax Advantages
Thursday, May 16th

Please join Susan Weiland, CLTC®, Crump Long Term Care wholesaler, to how traditional long term care insurance (LTCi) and most linked benefit policies offer significant tax advantages to individuals, business owners, and corporations. The tax advantages are even more opportune for business owners purchasing long term care (LTC) coverage through their business.

During this webinar celebrating Long Term Care Insurance Awareness Month, we will cover these important topics and help you to learn:

  • Why LTC premiums can qualify for a tax deduction
  • How to use health savings accounts to fund LTC policies
  • What the most valuable tax break for C-corporations is
  • Which states may offer tax incentives for residents
  • How LTC tax breaks for businesses are better than for individuals

1023 SOLC23-11949-A, 0525


Please join Susan Weiland, CLTC, Crump LTC wholesaler, and Darcy Soltys, sales director, Mutual of Omaha as they present informative concepts on the need for LTCi.

 Join us to: 

  • Learn about the unique product features that allow clients to receive care at home
  • Discover how inflation riders can offer flexibility and leverage for clients protecting assets
  • Hear partnership programs that can shelter premiums paid for LTC premiums
  • Gain insight into who is buying LTCi
  • View tools that will assist in marketing to clients

4/22/24 SOLC24-1407-A EXP:4/22/25



Thursday, April 25th    
Like many technological advances that make what we do every day more accessible, the Crump Transaction Center can help simplify and expedite the process from application submission to policy placement.

Please join Brian Metzger, TFN sales director, Crump, and Lisa Marie Robinson, senior digital solutions specialist, Crump, as they review the ease of doing business using the electronic application submission and life insurance quoting tools available in the Crump Transaction Center.

Brian will start with a high-level overview of our newly updated website. Lisa will cover how to run quotes and how to submit applications through our Drop Ticket and eApp tools. Also discussed on this call will be the newly launched Focus Term Carrier program available with Crump.

 0823 NACC23-11819-A 0924



Thursday, April 11th   
Join Kenny Russell, director, Disability Solution Center, and Christy Magorian, DIA, LUTCF, regional wholesaler of Assurity, for a webinar to discuss your clients who would be significantly impacted if they could not work for an extended period due to an accident or illness. 

03.20.24 ALL-24-0653 03.20.25




Thursday, March 14th   
Join Kenny Russell, director, Disability Solution Center, and Travis Bryan, regional wholesaler of Assurity, for a webinar covering how Assurity can help offset the unexpected with a great lineup of products that can be easily tailored to fit your client's needs. 

0324 SOLC24-8841-A 0525



2023


DI 101

Thursday, December 14th   
Join Kenny Russell, director, Disability Solution Center, for a webinar covering the basics of writing Disability Insurance (DI)/Income Protection for your clients.  This will be a broadly scoped presentation covering the basics of determining clientele, sending the right quote, how DI comes up short, underwriting niches, and sales ideas. Join us to learn how to identify clients’ DI needs and open the discussion for DI protection within your sales pitch. 
1122 SOLC22-8841-A 0524

LTC Planning Case Studies
Thursday, December 7th
Please join Susan Weiland, CLTC, Crump LTC Wholesaler, as she presents real life case studies and long term care (LTC) planning solutions to best fit your clients' long term care plan. We will cover topics such as: 
  1. Using qualified money to fund a LTC planning solution
  2. LTC state partnership policies and traditional LTCi
  3. Live, die, quit, and deduct solution
  4. Business owner solutions
  5. Multi-life LTC case study
0522 NACC22-10210-A 0624

LTC Tax Advantages
Thursday, November 30th

Please join Susan Weiland, CLTC®, Crump Long Term Care wholesaler, to how traditional long term care insurance (LTCi) and most linked benefit policies offer significant tax advantages to individuals, business owners, and corporations. The tax advantages are even more opportune for business owners purchasing long term care (LTC) coverage through their business.

During this webinar celebrating Long Term Care Insurance Awareness Month, we will cover these important topics and help you to learn:

  • Why LTC premiums can qualify for a tax deduction
  • How to use health savings accounts to fund LTC policies
  • What the most valuable tax break for C-corporations is
  • Which states may offer tax incentives for residents
  • How LTC tax breaks for businesses are better than for individuals

1023 SOLC23-11949-A, 0525




Thursday, October 26th    
Like many technological advances that make what we do every day more accessible, the Crump Transaction Center can help simplify and expedite the process from application submission to policy placement.

Please join Brian Metzger, TFN sales director, Crump, and Lisa Marie Robinson, senior digital solutions specialist, Crump, as they review the ease of doing business using the electronic application submission and life insurance quoting tools available in the Crump Transaction Center.

Brian will start with a high-level overview of our newly updated website. Lisa will cover how to run quotes and how to submit applications through our Drop Ticket and eApp tools. Also discussed on this call will be the newly launched Focus Term Carrier program available with Crump.

 0823 NACC23-11819-A 0924

How to Read LTC Illustrations
Thursday, October 5th
Are you new to long term care (LTC) sales, or just not feeling confident about your LTC sales pitch?|
Have you received the requested LTC illustrations but now have questions on how to read them and what the details really mean?  

If you want to better understand LTC illustrations and be prepared to field your clients’ questions, then please join Susan Weiland, CLTC, Crump LTC wholesaler, as she shows you how to read and present LTC illustrations to clients. During this call, we will cover:

  1. Traditional LTCi illustrations for Mutual of Omaha and National Guardian Life (NGL)
  2. Linked Benefit LTC products such as Securian Secure Care, and One America Asset Care

0622 NACC22-11026-A  0924

Basics of Life Insurance Underwriting
Thursday, September 28th
If you're new to the world of life insurance, or even if you have years of experience but just want to better understand the underwriting process, then this presentation is for you!

During this call, Brian Metzger, Sales Director for the Crump Life Insurance Services TFN account, will partner with Melissa Heighway, Crump Underwriting Director, to discuss utilizing the Crump underwriting resources for your business needs. Brian and Melissa will cover topics to include the following:

  • Key benefits of writing business with our carrier group
  • Key benefits of writing business with our available accelerated underwriting programs
  • Which carriers to look at for underwriting niches
  • Options available that do not require medical exams
0923 NACC22-10209-A  0924


Please Join Kenny Russell, director, of disability sales, Crump Life Insurance Services, and Vincent Graziosi, sales director, of life brokerage sales, Mutual of Omaha, to discuss how disability and critical illness insurance can help build client loyalty and increase your income. We will discuss how to have the conversation and target markets and opportunities for both products.
0623 NACC23-11742-A 0724

Playback

Thursday, June 8th    
Join our host Kenny Russell, director, disability sales, Crump, and Christy Magorian, DIA, LUTCF, regional wholesaler, individual sales, Assurity, to discuss your clients who would be significantly impacted if they couldn’t work for an extended period due to an accident or illness.

 Topics that will be covered during the presentation:

  • The need for income protection and how to discuss it with your clients.
  • Targeting the middle income and how to make the underwriting process as easy as possible (non-medical and instant decision e-applications for those healthier clients).
  • Critical illness for clients age 70 and younger or those only interested in coverage for heart attack, stroke, cancer, and a few other conditions.
NACC23-11662-A

Thursday, May 18th    
Join host Brian Metzger, sales director, and Brian Suchanick, internal wholesaler, Crump’s Transamerica Financial Network (TFN) account, for an interactive tour of the Crump website. During this webinar, we’ll provide a detailed overview of the Crump website from how to log on through the MyWFG website and cascade through various tools and links to help you work with Crump and submit your applications in the most expedient manner. 

This is a great opportunity to walk through the website on your own with us as we cover how to:

  • access and log into the single sign on
  • quote life policies
  • use the Crump Transaction Center
  • get appointed with our carriers
  • locate underwriting information including questionnaires and more.

0822 NACC22-11117-A  0324

Playback

2021


Basics for Life Insurance
Thursday, August 12, 2021   
If you're new to the world of life, long term care with linked benefits, or disability insurance, then this presentation is for you!
Join TFN Sales Director Brian Metzger, and TFN Crump Wholesalers Jason Bazzone and Brian Suchanick, as they introduce you to the basics of life insurance policies. We’ll review the Crump WFG product line platforms of highly competitive carriers for life, long term care with linked benefits, and disability products.

Next we’ll introduce you to the Crump website and online tools such as the Crump transaction center for quoting cases and e-application submission. Finally, we will give a high-level overview of underwriting, with specific COVID-19 updates to help concerned clients. You don’t want to miss this call!
0721 NACC21-10358-A 0823


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