Crump Insights

Crump Life Insurance Services
  • 5.0 (11)
  • MARKETING
  • UPDATED BIMONTHLY
Crump Insights

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.

  1. 1 DAY AGO

    Special Series Part 1: Industry Evolutions in Product Benefits and Underwriting Innovations

    We open our four-part series with Crump President & CEO Mike Martini and Senior VP of Underwriting Chris Cook discussing the evolution of life insurance, featuring historically low pricing and innovative products like VUL and IUL. They explore the shift from traditional death benefits to products centered on wealth accumulation and healthy living. Plus, learn about the rise of "living insurance," where post-issue wellness monitoring helps policyholders maintain better health. With innovat...

    24 min

  2. SEP 26

    Exploring Non-Qualified Benefits to Retain Top Talent

    The market for top talent remains tight, particularly for small business owners. With year-end planning and benefits season underway, now is an ideal time for business owners to consider or review executive compensation plans. In this timely episode, Tom McKay, Director, Crump Advanced Sales joins us to share how these conversations can lead to cost-effective and tax advantaged opportunities for business owners to enhance compensation for key employees.

    23 min

  3. AUG 28

    Beyond the Sunset: What Happens in 2026?

    The Tax Cuts and Jobs Act of 2017 will sunset at the end of 2025. According to the Tax Foundation, more than 60% of tax filers could face increased taxes—particularly high-net-worth clients. In the estate planning world, that means the current $13.61 million exclusion for individuals (or $27.22 million for couples) will expire and revert to almost half that amount. In this episode, our guests explore the implications and offer solutions and planning strategies. Joining us:Carma McCallie, J.D....

    21 min

  4. AUG 9

    Update: DOL Fiduciary Rule on Hold After Successful Challenge By Insurance Industry

    Implementation of the Department of Labor's Retirement Security Rule is on hold after a successful challenge by Finseca, the American Council of Life Insurers and several other insurance trade organizations. Texas Federal Court Judge Reed O'Connor said the industry is "virtually certain" to succeed in claims against the DOL.So what does this mean for financial professionals, the insurance industry, and recommendations related to transfers from qualified plans? Download this episode to hear&nb...

    11 min

  5. MAY 30

    Unlocking Success: Navigating the Foreign Nationals Life Insurance Market

    According to US Census data, 14% of the US population, or 46 million, are foreign-born and/or non-citizens. This represents a significant life insurance sales opportunity, as foreign nationals seek safety and security from US life insurance carriers. In this episode, our Crump experienced professionals explore the opportunity. Joining us:Jess Metz, Regional Director, CrumpKarl Heideman, CLU, FLMI, AIRC, ARA, ACS, ALU, Director, Crump Advanced SalesCarma McCallie, JD, Vice President, Crump Adv...

    17 min

  6. APR 19

    Obesity Management Advancements: What It Means for Obtaining Life Insurance

    With roughly 40 percent of Americans in the overweight or obese category and as little as 12 percent of U.S. adults considered metabolically healthy, obesity plays a major role in life insurance underwriting. In this episode, Emily Bancroft, MS, ALMI, AIRC, ACS, ALU Certified Underwriter and Senior Underwriter at Crump Life Insurance Services, joins us to share advances in obesity management which aid in underwriting.

    18 min

  7. FEB 23

    What to Watch for From Washington D.C. in 2024 with Crump's Joy Dawe and Jon Whitacre

    With an election year ahead and key provisions of the Tax Cuts and Jobs Act of 2017 sunsetting on December 31, 2025, the year ahead lays the foundation for what could be a significant impact on clients' estate planning strategies in the years to come. In this episode, Joy Dawe, Senior Vice President, Market Conduct, and Jon Whitacre, JD, CLU, ChFC, Director of Advanced Sales, preview the regulatory and tax implications facing our clients.

    24 min

  8. JAN 31

    Digital Innovation and Tools Continue to Impact the Life Insurance Industry

    We are hearing A LOT about AI, or artificial intelligence. But how is it impacting the life insurance industry? How are carriers integrating AI into their underwriting platforms? And how can insurance producers and financial professionals use digital tools to enhance and grow their practice? In this timely season opening download, Crump Vice President of Digital Solutions Travis Phillips shares his insights.

    15 min
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Ratings & Reviews

5
out of 5
11 Ratings

About

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.

Information

  • Creator
    Crump Life Insurance Services
  • Years Active
    2020 - 2024
  • Episodes
    43
  • Rating
    Clean
  • Copyright
    © 2024 Crump Life Insurance Services
  • Show Website
    Crump Insights

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