39 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 • 10 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.

    Unlocking Success: Navigating the Foreign Nationals Life Insurance Market

    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...

    • 16 min
    Obesity Management Advancements: What It Means for Obtaining Life Insurance

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

    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
    Digital Innovation and Tools Continue to Impact the Life Insurance Industry

    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
    Long Term Care Insurance Sales Success: Five Tips for Financial Professionals

    Long Term Care Insurance Sales Success: Five Tips for Financial Professionals

    November is Long Term Care Insurance (LTCi) Awareness Month, and with upcoming holiday gatherings, it's a good time to chat about this important topic with loved ones. In this timely episode, Rick Stewart, CLTC, director of sales, LTC Solutions Center, shares five key tips for financial professionals to ensure sales success with LTCi.

    • 15 min
    Real-Life Horror Stories and How Life Insurance Can Help Save the Day

    Real-Life Horror Stories and How Life Insurance Can Help Save the Day

    Straight from the pages of true crime, and the popular podcasts that captivate audiences, we bring you a real life case to discuss with our experts. In this episode, Andrea Ploch, Vice President, Carrier Relations, and Steve Kroeger, CLU, HIA, MBA, Vice President, Advanced Sales, share a popular true crime case and how you can help your clients avoid a similar, scary outcome.

    • 19 min

Customer Reviews

5.0 out of 5
10 Ratings

10 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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