INFORMATION
 

This Library has been moved to SharePoint.
*You must be signed into the Crump network to able to access this site.

The SharePoint page linked to above will replace this Sales Library. You will begin to see less items here, and this will continue until all of our marketing assets have been transferred successfully. If you have any questions and need help navigating this new page please send an e-mail to the Truist Life Insurance Services, LIS, marketing team.
OVERVIEW/REGIONAL TEAMS
 
Regional Contact Information

This information has been moved to SharePoint, and can be found on the homepage beneath the "contact directories" section in the bottom right portion of the page.

 
BIOS

 

This information has been moved to Sharepoint, and can be found under the "teammate bios" tab on the left navigation panel.

 
 
ADVANCED SALES/ONE PAGERS
           

This information has been moved to SharePoint, and can be found under the "sales materials" tab.

     

 

      

 

    

     
       
       

There are several business-related pieces available through our Commercial partners (some of which Truist LIS had the opportunity to collaborate on). See below for those specific pieces and visit the BBT Commercial/ Intellectual-Capital site to access their full listing of material.

         
         
 

 

This information has been moved to SharePoint, and can be found under the "sales materials" tab.

           
           
           
           
         
POLICY EVALUATION PROGRAM
   

 

  
This information has been moved to Sharepoint, and can be found under the "sales materials" tab.  
   
 
 
 
 
SALES PROCESS
 
         
Create a Referral for a Person or Business Entity (Health) Create a Referral for a Person or Business Entity (Life)          
 

 

CLIENT DISCOVERY
       
   
 

 

 

Any information that you do not see here has been moved to Sharepoint and can be found in the "sales materials" tab.



Just Ask!
Checklist for Advisors

      
       
       
       
       
 
     
         
     
         
PRESENTATIONS (Includes Updated PPT & Letterhead Templates)
     
PRINTED MATERIALS & TEMPLATES

 

 

  

Contact Courtney McComas for assistance with getting printed marketing materials or customized presentations for your meeting.

Templates (Truist LIS brand):

Approved PPTs (for advisors):

Approved Webinars (for advisors) - Wealth/Brokerage campaign

Visit our "marketing themes" page on Sharepoint, beneath trimester one, Wealth, Brokerage, & Specialty.

 
 
FORMS
           

 

Please visit the "sales materials" tab on Sharepoint to find all forms not listed here.

  
FDIC disclosure Compensation Statement Consumer Privacy Brochure

 
  INTERNAL
Comp Statement FAQ		    
       
       


   

 

    
CORE CLIENT
       
Please visit the "sales materials" tab on Sharepoint to find all forms not listed here.

Personal Insurance
(Client Use)

Spanish version

Ownership Equity Protection (Client Use)

Spanish version
   
   
   
LONG TERM CARE
           

 

 

Long Term Care - Client use and advisor use

Please visit the "sales materials" tab on Sharepoint to find all forms not listed here.

Forms — (for internal use only)

 

 

          
           
MEDICARE & HEALTH SOLUTIONS
                     
  Consumer Material for Medicare & Health Solutions — Click here to access the Medicare Microsite    
   
 

Please visit the "sales materials" tab on Sharepoint to find all forms not listed here.
   
 
 
 
 
 
 
 
 
 
FOR INTERNAL USE ONLY Updated: October 20, 2021