Crump Insights

Crump Life Insurance Services
  • 5.0 (11)
  • Marketing
  • Updated Monthly

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. May 28

    Insurance Influencer Series l Carrier Perspective: Focuses on How Wellness and Longevity Impact Client Planning

    The conversation around longevity is evolving, as is the role of insurance. In this episode, industry and research leaders explore how wellness, behavior, and scientific advances are shaping the understanding of longevity and its role in financial planning. Conventional methods, centered on financial forecasts, are shifting toward a broader perspective — one that includes health, lifestyle, and ongoing client engagement. As people live longer, planning grows more complex and requires personalized strategies. This discussion highlights the importance of financial professionals in helping clients consider not only their possible lifespan but also their preparedness for a range of planning outcomes. Host: Joe Johns, Chief Strategy & Operations Officer, Crump Guests: Matt Gibson, AVP, Longevity & Behavioral Insurance Enablement, John Hancock Dr. Jay Olshansky, Academic in Residence, Abacus Global Management This episode is part of Crump’s Insurance Influencer Perspectives series — conversations with carriers, independent financial professionals, and institutional organizations on how risk management solutions are evolving. Episode 2 of 5 For Financial Professional Use Only. Products and programs offered through Crump are not approved for use in all states. Not all applicants will qualify for coverage. Policy terms, conditions, and limitations will apply. Crump does not provide any tax or legal advice. Insurance products are available through Crump Life Insurance Services, LLC, AR License #100103477. Variable insurance material is for broker-dealer or registered representative use only.

    36 min

  2. May 22

    The Claims Side of DI: What Actually Triggers a Benefit?

    What triggers a disability insurance (DI) benefit — and what does a real claim look like? In this episode of Crump Insights, Kenny Russell and Jeff Deren explore the claims side of disability income insurance and how DI works when it matters most. Gain practical insight into: What commonly drives claims, and the role illness plays versus injuryHow key policy definitions translate from contract language to real-life outcomesWhat financial professionals should understand to set clearer client expectationsWhy thoughtful policy design directly impacts how coverage performs under a claimWith a perspective grounded in real-world experience, this episode reinforces the role of DI as a core component of financial planning and provides a practical framework for client conversations. Guests: Kenny Russell, Director, Crump Disability Solution Center Jeff Deren, National Vice President, Individual DI Sales, Principal For Financial Professional Use Only. Products and programs offered through Crump are not approved for use in all states. Not all applicants will qualify for coverage. Policy terms, conditions, and limitations will apply. Crump does not provide any tax or legal advice. Insurance products are available through Crump Life Insurance Services, LLC, AR License #100103477. Variable insurance material is for broker-dealer or registered representative use only.

    36 min

  3. Apr 23

    Insurance Influencer Series | Carrier Perspective: Key Trends in Product Development, Underwriting & Distribution

    The pace of change in insurance has never been faster. In this episode, carrier leaders unpack what’s driving new product design, evolving underwriting approaches, and modern distribution strategies — and what those shifts mean for financial professionals and their client relationships. Host: Joe Johns, Chief Digital & Strategy Officer, Crump Josh Lubas, CLTC, ALHC, Head of Life & Disability Distribution, MassMutual Strategic Distributors Stevan Cohen, VP, National Sales Manager, Lincoln Financial Fred Tavan, SVP, Chief Pricing Officer, Chief Actuary, Banner Life This episode is part of Crump’s Insurance Influencer series — conversations with carriers, independent financial professionals, and institutional organizations on how risk management solutions are evolving. Carrier Perspective — Episode 1 of 5.  Disclosure: Stevan Cohen is a registered representative of Lincoln Financial Distributors, Inc., a wholesaling broker-dealer affiliate of Lincoln Financial. Remarks are the participants' thoughts only and are not necessarily representative of Lincoln Financial. Lincoln is not affiliated with the other carriers mentioned. For Financial Professional Use Only. Products and programs offered through Crump are not approved for use in all states. Not all applicants will qualify for coverage. Policy terms, conditions, and limitations will apply. Crump does not provide any tax or legal advice. Insurance products are available through Crump Life Insurance Services, LLC, AR License #100103477. Variable insurance material is for broker-dealer or registered representative use only.

    26 min

  4. Feb 12

    Gifting Ideas of a Lifetime: How to Make More Impact — Now and for Generations

    With gift and estate tax exemptions at historic highs, lifetime gifting has never offered more opportunity. In this episode of Crump Insights, Carma McCallie explains how financial professionals can help clients make gifts that do more — stretching exemption amounts, benefiting multiple generations, and creating lasting impact. From valuation discounts and dynasty trusts to leveraging existing trusts with life insurance, this conversation highlights practical ways to turn gifting into a powerful legacy‑planning tool — while the window is still open. Guest: Carma McCallie, JD, CAP®, Vice President, Advanced Sales, Crump For Financial Professional Use Only. Products and programs offered through Crump are not approved for use in all states. Not all applicants will qualify for coverage. Policy terms, conditions, and limitations will apply. Crump does not provide any tax or legal advice. Insurance products are available through Crump Life Insurance Services, LLC, AR License #100103477. Variable insurance material is for broker-dealer or registered representative use only.

    19 min

  5. 11/03/2025

    The New Shape of Long-Term Care Insurance: Flexible, Versatile, and Accessible

    Long-term care (LTC) insurance is evolving fast. In this episode, Rick Stewart from Crump explains how product innovation is reshaping the industry around flexible, client-focused solutions. Life insurance combo products and annuities with LTC riders are now among the fastest-growing options. Add to that, joint policies for couples and new short-term care plans, and financial professionals have more opportunities to meet a wide range of budgets, ages, and care needs. Find out how to help your clients plan for care without overspending, missing underwriting windows, or putting their retirement at risk. Guest: Rick Stewart, CLTC, Vice President, Long-Term Care Sales, Crump For Financial Professional Use Only. Products and programs offered through Crump are not approved for use in all states. Not all applicants will qualify for coverage. Policy terms, conditions, and limitations will apply. Crump does not provide any tax or legal advice. Insurance products are available through Crump Life Insurance Services, LLC, AR License #100103477. Variable insurance material is for broker-dealer or registered representative use only.

    15 min

  6. 10/03/2025

    The Power of Connection: Prudential’s Blueprint to Black Wealth in Action

    Looking for ways to build stronger client connections while addressing wealth gaps? In this episode, we delve into Prudential’s Blueprints to Black Wealth initiative and its impact in the industry. Crump's Sales Director, Jill Coyne, talks with Keita Cline, Prudential's Vice President of Business Development and Market Expansion. They share insights on how the platform empowers financial professionals to connect with broader communities through culturally relevant financial strategies. We also spotlight a success story that illustrates the tangible impact of these conversations. From sparking authentic connections to creating new opportunities for clients and financial professionals alike, Blueprints to Black Wealth is more than a strategy — it’s a movement. Guests: Jill Coyne, CLU, Sales Director, Crump, and Keita Cline, CLU, ChFC, Vice President, Business Development and Market Expansion, Prudential For Financial Professional Use Only. Products and programs offered through Crump are not approved for use in all states. Not all applicants will qualify for coverage. Policy terms, conditions, and limitations will apply. Crump does not provide any tax or legal advice. Insurance products are available through Crump Life Insurance Services, LLC, AR License #100103477. Variable insurance material is for broker-dealer or registered representative use only.

    17 min

  7. 10/02/2025

    OBBBA Unlocked: Timely Opportunities for Life Insurance Planning

    If you’ve been asking, “What now?” after the OBBBA, this episode provides the strategies to help clients move forward with clarity and confidence. Senior VP of Crump Advanced Sales, Carly Brooks, joins us to dig into the planning opportunities, like dynasty trusts, ILITs, grantor vs. non-grantor strategies, and the evolving role of life insurance in legacy preservation. She also shares insights for business owners, high-net-worth families, and nonprofits navigating the expanded excise tax rules.   Depending on where your clients are in their journey, OBBBA opens up some pretty powerful strategies. Let’s get into it! Guest: Carly Brooks, JD, CFP, CLU, Senior Vice President, Advanced Sales, Crump Life Insurance Services Check out these other resources: The $15 Million Question: What the One Big Beautiful Bill Act Means for You and Your Clients OBBBA Summary of Key Changes For Financial Professional Use Only. Products and programs offered through Crump are not approved for use in all states. Not all applicants will qualify for coverage. Policy terms, conditions, and limitations will apply. Crump does not provide any tax or legal advice. Insurance products are available through Crump Life Insurance Services, LLC, AR License #100103477. Variable insurance material is for broker-dealer or registered representative use only.

    19 min

  8. 08/29/2025

    Review, Refresh, Retain: The Power of Policy Review

    Life insurance policies aren’t “set it and forget it” assets — they need to evolve with clients’ lives. In this episode, we break down why policy reviews are essential, how to ask the right questions, and how to identify opportunities to protect clients and grow your practice. You’ll hear real-world success stories, learn the step-by-step review process, and discover how partnering with Crump gives you the tools, resources, and expertise to make policy review a seamless part of your business. Guest: Chris Weir, Vice President, Crump Internal Sales *Policy Review is a complimentary service offered by Crump Life Insurance Services to assist policy owners in analyzing their existing insurance policies. It is not a program designed to encourage consumers to replace existing insurance policies. For Financial Professional Use Only. Products and programs offered through Crump are not approved for use in all states. Not all applicants will qualify for coverage. Policy terms, conditions, and limitations will apply. Crump does not provide any tax or legal advice. Insurance products are available through Crump Life Insurance Services, LLC, AR License #100103477. Variable insurance material is for broker-dealer or registered representative use only.

    21 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 - 2026
  • Episodes
    54
  • Rating
    Clean
  • Copyright
    © 2026 Crump Life Insurance Services
  • Show Website
    Crump Insights

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