“Our new partnership with Crump supports SIS’s strategy of aligning with leading firms to deliver a robust platform of insurance, investment and advisory services to help our advisors grow and protect their practices,” said Richard Moran, president of SIS. “By teaming with Crump, we’re providing our advisors an operationally efficient and scalable way to access a broad array of products designed to meet their clients’ retirement income and estate-planning needs.”
SIS advisor services will include access to Crump’s website and paperless work environment, product training, case design and processing, and advanced underwriting support.
“With Crump managing the screening and due diligence for competitive quotes across multiple product lines, SIS advisors can be more productive and focus on the most important aspect of their business — their relationships with clients,” said Moran.
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