New Business Team Lead
Crystal is SG Financial's main point of contact for all life new business, start to finish. She and her processing team will follow each life application through to completion, working with carriers, vendors, and medical professionals. She is key in processing and following up to ensure all information gets to the correct location. Her behind the scenes work helps our advisors meet the needs of clients and families. She works to minimize delay in processing and makes sure all working parts and paperwork are in good order so our clients can enjoy the benefits that they deserve.