A Powerful Brokerage Partner. A World of Results.

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1 A Powerful Brokerage Partner. A World of Results.

2 A competitive advantage every brokerage company in our industry says they can bring it to you when it comes to getting the best offer or the highest commission on a particular case. At Crump, being the largest brokerage organization in the industry enables us to approach things a little differently. Our extensive resources mean we re not just Putting BIG To Work For You! about that one case, we re about every case. And, we have learned how to use our size to your advantage - from leveraging our powerful carrier relationships to structure solutions and negotiate offers, to our deep investment in technology that makes doing business with us more efficient, we can bring strengths that other firms don t offer. More than $500 Million in first year target life and related insurance premiums annually Almost $1 Billion in annuity sales annually More than 40 onstaff underwriters to tackle your toughest cases and negotiate on behalf of your clients for better offers One of the largest groups of experienced professionals specializing in advanced sales and complex cases in the industry But, it is not just our size that matters. Our commitment to service is a cornerstone of our business. Our dedicated insurance professionals, many with advanced sales and underwriting expertise, are singularly focused on delivering the high touch service you need to grow your business one client relationship at a time. And that is not just talk -- our industry-leading client and employee retention and satisfaction rates deliver the one-two punch that proves our strength. We offer you the best of both worlds - more resources and best in class service. Let the power of our world give your business a lift! Brian Winikoff President, Crump Life Insurance Services

3 The POWER of Experienced Insurance Professionals... We strive to be the employer of choice in the insurance brokerage industry with more than a thousand talented and knowledgeable associates who provide world class service to our clients. The high level of expertise we bring to you on every case is thanks in part to the investments we make in our associates including providing in-house training and assisting in earning certifications. With associate satisfaction scores in the top 10% nationally for the past five years, our associates demonstrate their commitment to serving you!* Our structure is based on building strong relationships. Our team model validates the importance of building strong relationships by providing you with a team of PAGES 1-2 sales, client services and underwriting associates who will help process all of your cases. And, the strength of the relationships we have built with the organizations who partner with us is reflected in our excellent account retention rate. ** * Based on participation results from the Corporate Leader Council s Employee Satisfaction Survey, which benchmarks results from thousands of employees across related industries. ** Based on institutional client retention rates for the last 5 years.

4 The POWER of Top Product Solutions... Crump offers a one-stop shop for a wide range of product lines and carriers to support the varied needs of your clients. We work closely with some of the industry s highly-rated and most competitive carriers for life, annuities, long term care and disability insurance and provide you with seamless access to our in-house expertise for each product line. Our product Solution Centers are staffed with dedicated associates with many years of experience in the marketplace who are able to help you through every step of the sales process. Our Solution Centers also provide a host of online tools and resources to help you sell, as well as regular communications and updates to help you stay informed on industry changes and product enhancements. Crump s growth rates consistently exceed the industry average for the past 5 years* bringing our power to your business Life Annuity Long Term Care Disability * Source - LIMRA annual data,

5 Underwriting More than 40 underwriters working on behalf of your clients Unparalleled Underwriting Expertise... Our underwriting staff brings to the table more than 700 years of experience in the impaired risk marketplace, are well-versed in carrier niches and programs, and have built long-standing relationships with carrier underwriters. Leveraging these factors can add up to more solutions and consistently better offers for your toughest cases. Our understanding of the challenges in the marketplace, our ability to capitalize on informal applications to provide options on your complex cases, and our ability to help streamline the process on jumbo and diversified cases enables us to develop a cutting-edge solution available exclusively to our producers. Electronic submissions to carriers on a HIPAA-compliant platform remove traditional process inefficiencies from excessive paper-flow and missing and incorrect information. This allows our underwriters to focus on their key value-add identifying appropriate carriers for your difficult cases and negotiating the best offers available. Advanced Sales A dozen advanced sales specialists offering creative, hands-on support & expertise Leading-edge Advanced Sales Solutions... Our team - including attorneys, CFPs, ChFCs, and CLUs - has over 140 years of collective industry experience and are poised to help you design and build competitive solutions for your complex cases. You can count on leading-edge financial planning strategies, support with tax and legal issues, carrier product intelligence, and assistance implementing planning strategies that incorporate life insurance. Our focus is providing you with tools and resources you can use to turn concepts into sales. Our pre-packaged materials help you market and explain ideas using client-facing sales pieces that can be personalized with your firm s information. More importantly, our team is available to help you understand the concepts, identify the opportunities and build the solutions. PAGES 3-4

6 The POWER of Technology Solutions... The benefit of Crump s size and scale becomes apparent in our ability to build technology systems and solutions that lead the industry and can help you grow your business to meet the changing needs of the market. We have a strong commitment to invest in opportunities for performance improvement in ways that benefit you: quicker cycle times, fewer errors and faster-paying commissions. Our technology offering starts with our proprietary database, which allows us to manage your cases, contracting and much more in our custom environment. Our web site serves as a secure portal for you to access the relevant information from our database about your business. InsureNOW s fillable form produces 100% in Good Order application submissions and a case cycle typically 15 days faster than standard case processing* With our InsureNOW platform, you can utilize our web site to build your cases and submit them online. *Based on average case timeframe; specific results may vary.

7 Crump.com... The most comprehensive life insurance brokerage web site in the industry, puts valuable tools and resources at your fingertips! Over 200,000 logins monthly & rated as Useful or Very Useful by 91% of respondents in a recent survey* The Latest News section and central banner alert you to important industry information and carrier and product news as well as updates from Crump. Case Status allows you to track your cases and get up-to-the-minute status anytime you need it. Our Hot List feature puts the control in your hands create your personal list of your most important cases so you can quickly access their status when you visit the site. Additional links provide status on your licensing and appointments. Use our online comparison systems for Term, UL and LTC to get a quick look at the most competitive product pricing options for your clients. When you are ready to run an illustration you can use QuoteNow to run compliant carrier illustrations online or submit a request that will be sent to your sales team and they will run the illustrations you! Our online Solution Center sections house a host of great product information and sales tools for our various product lines including Life, Annuities, Long Term Care, Disability and Advanced Sales. InsureNOWTM AppNOW ContractNOW FormsNOW InsureNOW... A platform providing electronic solutions for processing your life insurance business that includes AppNOW, ContractNOW, and FormsNOW. These tools offer electronic solutions for term applications, contracting and forms that can shorten processing times by weeks! InsureNOW is compatible with most internet browsers and electronic devices, such as ipads and other digital notebooks. AppNOW: electronic applications with full-service and self-service options. AppNOW Full-service allows you to let Crump complete the application for you the Service Provider interviews the client, schedules the medical exam, obtains the signed application forms, and orders the initial APS. AppNOW Self-Service allows you to work smarter with intelligent fillable e-apps enter your client s information and let the wizard screens walk you through the process. ContractNOW: new electronic multi-carrier solution to streamline your appointment requests offering paper-free submissions to eliminate the hassle of completing extensive paperwork for every carrier. FormsNOW: our web-based tool that allows you to quickly obtain a package of forms to complete with your client powered by ipipeline. * Source - Crump site tracking and 2013 Crump Producer Survey PAGES 5-6

8 The POWER of Connections... We know that our ability to stay connected to our producers is paramount to our success. Whether it be a traditional face-to-face meeting or seminar, an online training webinar or tapping into the latest social media options, we provide a host of touch points for you to our team and our resources. Your Crump team will be available to you during regular business hours and our various support desks are staffed to meet the needs of producers across the country. One call or to Crump will put you in touch with one our of highly-trained associates who can assist you with your sales, case management, contracting, underwriting or commission needs. Crump hosts more than 100 free educational seminars and webinars each year and offers an online library of nearly 100 webinars available to view anytime

9 seminars LEARN &EARN Crump Learn & Earn webinars & seminars... Discover the latest sales concepts and technology tools with our Learn & Earn webinars! Knowledgeable speakers join us to share the latest product and industry information, sales tips, and more. We bring the knowledge to you check our schedule of upcoming webinars and our library of recordings of past webinars on our web site. Or join us for an in-person seminar. Hosted by our sales offices and product solution centers, our seminars showcase many of today s top product and industry experts, and some Learn & Earn seminars even offer CE credits. Learn today, earn tomorrow! Social Media... As social media sites continue to grow in popularity, Crump is integrating these tools into our business plan. These valuable tools provide an immediate connection to the producers we serve and allow us to quickly communicate on the latest news and happenings. Facebook: the Crump page offers continual updates on what is happening in the world of Crump see links to Crump communications and learn about upcoming events, seminars and webinars Twitter: the latest news on product changes and Crump events LinkedIn: connect with Crump associates and become part of the Crump network Registered representatives of FINRA member firms are subject to FINRA regulations surrounding communication with the public and their broker-dealer s position on social media participation; registered representatives should seek guidance from their broker-dealer on permissible social media activities. PAGES 7-8

10 The POWER of Our World of Insurance Solutions... We re ready to help you attain your business goals. We re here to provide the support you need so you can focus on what is most important to you your clients. Existing Crump Producers... Call your Crump sales office to discuss your next case. New to Crump or a Returning Producer? Visit us online at Crump.com to locate the Crump office closest to you and give us a call!

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12 FOR PRODUCER USE ONLY not intended for use in solicitation of sales to the public. Products and programs offered through Crump are not approved for use in all states. AppNOW Full Service is an online insurance application fulfillment process. By performing this service, neither Crump nor its service provider(s) act in the capacity of the writing agent. It is the responsibility of the writing agent to perform suitability review and ensure that the plan and the amount of insurance being recommended for the proposed insured is suitable in view of the owner s insurance needs and financial objectives. Not a deposit Not FDIC insured Not guaranteed by the institution Not insured by any federal government agency Are subject to investment risks CLIS A 2014 Crump Life Insurance Services, Inc.

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