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Originally, CrailHuntly started as a specialized insurance wholesaler and evolved into the consulting & planning firm we are currently. However, the relationships, contracts, and expertise still exist and we put them to use by supporting banks and other select organizations in the sale of insurance.
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 Product Provider
Sales Trainer
Back-Office Support
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CrailHuntly wholesales and supports a variety of insurance products from top rated insurance companies through banks. Call us today to learn how we can help you!
CrailHuntly has direct relationships with insurance companies so we can offer top compensation to the organizations we support. Plus, we have the expertise to conduct sales training on a variety of insurance products. Our principals have over 70 years of combined insurance and financial services experience.
What we do for you:
Step 1
- We help you choose the products that best fit the bank's profile of customer
- We help you complete the licensing and appointment requirements
Step 2
We will conduct product training (on-site and/or webinar) and provide on-going support
- Product training consists of product details, identifying customer profiles, and the application process
- On-going support is provided from 8:30am-5:00pm Monday through Friday.
Support Includes: Product Questions, Product Illustrations & Quick Quotes, Application Process
Step 3
- We will work with branch managers and private client advisors to help identify potential customers.
- We will provide marketing support, if needed, to include: brochures, mailers, emails, letters, etc.
Step 4 (optional)
We can provide Advanced Sales Training:
- General Life Insurance & Annuities
- Senior Market
- Estate Planning Market
- Business Planning Market
Contact us to learn how we can help grow your insurance production and fee income.
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Join the conversation as we discuss creative disposition strategies and related tax and estate planning solutions.
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Click Here for information on this powerful solution: Providing the combination of: A Tax Deferral Strategy for Sellers and a Reduced Loan Rate for Buyers all in the same transaction.
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Asset Preserver® - A Single Premium Long-Term Care & Life Insurance Combination
This is one product designed to help protect your assets from the costs of long-term care, and provide a cash legacy to your beneficiaries. Contact us for details.
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