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Helping Advisors Engage Annuity Clients Virtually

Hosts

  • Bernie Casey, Annuity Wholesaler, Crump Life Insurance Services
  • Charles Samuel, Regional Vice President, AIG Annuities

Helping Advisors Engage Annuity Clients Virtually

Join us as we welcome our guest from AIG, Charles Samuel, Regional Vice President, who will present tips for effective and engaging virtual meetings. For over a decade, Charles has hosted virtual meetings; six years ago he added video to his virtual selling, and it changed everything. He has packaged over six years of trial and error into 45 minutes of content including a live interactive demo to help you connect with your clients virtually.

 On this call, Charles will review:

  • Virtual meeting best practices
  • Five start tips
  • Virtual meeting tool kit
  • Elements of a great virtual meeting
  • Brief live demo

 Join us to learn more!

0720 SOLC20-9672-A  0821


All guarantees subject to the claims-paying ability of the issuing carrier.
For Insurance Professional Use Only. Not intended for use in solicitation of sales to the public. Not intended to recommend the use of any product or strategy for any particular client or class of clients. For use with non-registered products only. Crump operates under the license of Crump Life Insurance Services, Inc., AR license #100103477. Products and programs offered through Crump are not approved for use in all states.    

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