30 episodes

Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.

Crump Insights Crump Life Insurance Services

    • Business
    • 5.0 • 9 Ratings

Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.

    Disability Insurance: The Importance of Income Protection

    Disability Insurance: The Importance of Income Protection

    Income protection planning is often overlooked or presented as an additional solution to life insurance needs. However, the need to protect income goes beyond the financial aspect to the mental well being of the person who provides for his or her family. In this powerful episode, Crump's Kenny Russell invites Principal's Tyler Huff to share his own, personal disability battle and how having income protection in place saved him and his family's finances.

    • 17 min
    The Rise of Field Underwriting: Ensuring a Successful Experience for You and Your Clients

    The Rise of Field Underwriting: Ensuring a Successful Experience for You and Your Clients

    Your client may be the picture of health, successful in business, and ready to buy a life insurance policy to protect their family's wealth. But did you know that they smoke marijuana and enjoy skydiving? Not unless you ask them! Field underwriting at the outset of a potential transaction is the most critical stage in the process and determines success, failure, and pricing for your client. In this episode, Adrienne Wilson, Senior Underwriting Consultant at Crump, shares valuable insight on how to approach what can be sensitive topics for you and your clients upfront.

    • 21 min
    Estate Planning for Women: The Opportunity to Attract and Assist This Underserved Market

    Estate Planning for Women: The Opportunity to Attract and Assist This Underserved Market

    It has been widely publicized that there has been a considerable shift in wealth in the U.S. to women.  What's not often discussed is how underserved women are when it comes to financial planning. That's why we call on Crump's Eileen Shovlin for perspective, statistics, and advice on how as an industry we can better serve women.

    • 16 min
    Selling Life Insurance: The Desire To Help Others

    Selling Life Insurance: The Desire To Help Others

    It's appropriate that February is "Insure Your Love" month. Valentine's Day offers the opportunity for us to start conversations with our clients, and they in turn, with their loved ones, about the important role of life insurance. In this episode, vice president of sales, Hengameh Sedghi, joins us to share a very personal story that drives home why opening this dialogue and implementing coverage is so critical.

    • 13 min
    Find the Right Mix: Merge Technology with Traditional Practices

    Find the Right Mix: Merge Technology with Traditional Practices

    We've all become accustomed to having the world at our fingertips—one-click shopping, next-day delivery, and customer service at the touch of a button. How can we, as financial professionals, innovate and deliver our traditional solutions and practices in a world where our clients expect instant delivery? Crump's vice president of Digital Solutions, Travis Phillips, offers advice and tools you can use.

    • 18 min
    Long Term Care Insurance Awareness: Why It's Not Just for Older Clients

    Long Term Care Insurance Awareness: Why It's Not Just for Older Clients

    November is Long Term Care Insurance Awareness Month, and in this episode we want to provide insight on the need for a wide range of clients. The assumption is that LTC is for aging clients who require assisted living. While it certainly addresses that need, LTC is also there for younger adults with families when they need it most. In this episode, Crump's Susan Carlson offers clarity and advice on how to better serve all clients with this important insurance planning option

    • 21 min

Customer Reviews

5.0 out of 5
9 Ratings

9 Ratings

Atomos128 ,

Very informative!

As someone trying to break into the insurance space, I have found this series to be extremely insightful and a good source of information for a complex industry.

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