Crump Insights

Crump Life Insurance Services
  • 5.0 (11)
  • MARKETING

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. 29 AGO

    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.

    21 min

  2. 25 JUL

    The $15 Million Question: What the One Big Beautiful Bill Act Means for You and Your Clients

    Get the clarity you need on the One Big Beautiful Bill Act — the sweeping tax bill signed into law on July 4, 2025. What changed? What didn't? And most importantly — how does it impact your clients’ planning strategies and bottom line? Guest Carma McCallie, JD, CAP, VP of Advanced Sales at Crump, joins us to unpack the key provisions and highlight smart planning opportunities you can act on before year-end.

    16 min

  3. 30 MAY

    Lock in Growth Without the Risk — How FIAs Fit in Today’s Market

    In this episode, we break down why fixed indexed annuities (FIAs) are gaining renewed attention in today’s volatile market. Alissa Hufford, Sales Director at the Crump Annuity Solution Center, joins the podcast to cover key selling points like principal protection amid market volatility, tax-deferred growth, and competitive income options — including lifetime income riders. With interest rates at multi-year highs and clients sitting on record levels of cash, FIAs offer a timely solution for those seeking downside protection and guaranteed income. This conversation gives financial professionals clear language, positioning tips, and insight into why FIAs can be a strong addition to the planning conversation right now.

    15 min

  4. 29 ABR

    Disability Insurance: The Underrated Financial Safety Net

    If your client’s next paycheck was their last for the next four years — what would they do? In this episode, we dig into why Disability Insurance (DI) is a critical (yet often overlooked) part of a sound financial plan. Kenny Russell and Michael Prothe discuss how to position DI as income protection, break down common client misconceptions, and offer practical tips for starting the conversation. With over 90% of DI claims tied to illness, not accidents, this is a must-listen for financial professionals looking to close a major gap in financial planning. Guests:  Kenny Russell, Director of Disability Sales, Crump Michael Prothe, Regional Director, IDI Sales, The Standard

    31 min

  5. 28 MAR

    Balancing Control and Tax Efficiency with Survivorship Standby Trusts

    In this episode, we explore the Survivorship Standby Trust (SST), an innovative estate planning strategy that balances tax savings and control. Tom McKay, Director, Advanced Sales at Crump, who has personally implemented this strategy, walks us through how it works, who it benefits, and why it's an essential consideration for flexible estate planning. Gain key insights into optimizing wealth transfer with built-in flexibility.

    22 min

  6. 28 FEB

    The Only Thing Constant is Change: Part 1 - How to Build Flexibility into Your Estate Plan with Trusts

    With a new administration, shifting policy changes, expiring tax laws, and economic uncertainty — estate and business planning is more complex than ever. In this episode, Carma McCallie, Vice President of Advanced Sales at Crump, breaks down the importance of building flexibility into estate plans using trusts. Learn how to navigate potential tax changes, avoid "analysis paralysis," and ensure your plan can adapt to whatever the future holds.

    21 min

  7. 28 FEB

    The Only Thing Constant is Change: Part 2 - Business Succession Planning in the Year Ahead

    Business owners face a unique set of challenges when it comes to succession planning — especially in a rapidly changing legal and economic environment. In this episode, Carma McCallie returns to discuss how tax law changes, recent Supreme Court rulings, and evolving trust strategies impact business succession planning. Discover key insights on grantor trusts, business entity conversions, and life insurance strategies to help secure the future of your business.

    17 min

  8. 14/11/2024

    Part 4: The Art of Field Underwriting: Knowing Your Client

    We conclude our four-part series with Crump President & CEO Mike Martini and Senior Vice President and Head of Underwriting Chris Cook discussing the art of field underwriting. No one knows your client like you do, and with the data sources available today, field underwriting is more important than ever. Gathering information and preparing clients for the process upfront can turn what used to be a months-long approval into days—or even minutes.

    22 min
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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.

Información

  • Creador
    Crump Life Insurance Services
  • Años de actividad
    2020 - 2025
  • Episodios
    47
  • Clasificación
    Apto
  • Copyright
    © 2025 Crump Life Insurance Services
  • Mostrar sitio web
    Crump Insights

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