Crump Insights

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’ …

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 …

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 p…

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 Preside…

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 disc…

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 clie…

In part three, Mike Martini, President & CEO of Crump, and Chris Cook, SVP of Underwriting at Crump, delve into the timely topic of genetic testing and its impact on life insurance underwriting. They…

In part two of our special series, we learn why it's more than just life insurance—it's living insurance. Mike Martini, President & CEO of Crump, and Chris Cook, SVP of Underwriting at Crump, discuss…

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 innova…

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 ex…

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 e…

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 organi…

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 s…

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 unde…

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 clien…

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 insuranc…

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 St…

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, Car…