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Effective Sales Strategies Using Annuities

Host/Speakers:

  • Bernie Casey, Business Development Annuity Wholesaler, Crump
  • Justin Shipman, Regional Sales Director, Lincoln Annuity Solutions

With an ever-increasing volatile market, the TIME is NOW to explore and learn how you can position a portion of client assets into fixed annuities. Do you have clients who think taxes are going up? Then you can’t miss Lincoln's Roth IRA Conversion program. Please join Bernie Casey, business development wholesaler, Crump, and Justin Shipman, regional sales director, Lincoln, to learn more about Lincoln's annuity product solutions.

During this call, we will cover the following:

  • More about Lincoln's Roth IRA Conversion program
  • How crediting strategies using performance trigger indices can be allocated
  • Bond alternative strategy



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All guarantees subject to the claims-paying ability of the issuing carrier.

For Financial 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.  

Copyright © 2022 Crump Life Insurance Services Inc.