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.
- Update frequency
- every 35 days
- Average duration
- 20 minutes
- Episodes
- 48
- Years Active
- 2020 - 2025
Split Dollar Sales Ideas for High Net Worth Clients with Ryan Mattern, Director, Advanced Sales
With dramatic, potential changes on the table for the tax treatment of grantor trusts, high net worth clients and estate planning professionals are scrambling to get planning completed prior to an as…
Underwriting and Today's Life Insurance Sales Opportunities
As we conclude Life Insurance Awareness Month and look ahead to the closing stretch of 2021, we bring together some of the top minds in underwriting to set the record straight on the pandemic, and hi…
Estate Planning in the Midst of Tax Law Uncertainty with Michael Amoia, Senior VP, Advanced Sales
It's a cliche because it's true: The only thing constant is change, and nowhere is that more appropriate than estate planning. With a new administration and enormous deficit spending throughout the p…
Annuity Solutions: The One Question You Should Be Asking Clients
Annuity sales are up thanks to rising rates, inflation- whether or not it's transitory, and the need for guaranteed income solutions. The annuity options available today are much more consumer friend…
Income Replacement: Helping Clients Understand Their Needs and Coverage Gaps
What we as an industry refer to as disability insurance is more appropriately defined as "income replacement" for our clients. Conversations often start over life insurance needs, but statistically s…
Executive Benefit Plans with Steve Kroeger, CLU®, HIA, MBA, Senior Director, Advanced Sales and Howard Jonas, CLU®, ChFC®, REBC®, CASL®, Director, Advanced Sales
For many business owners, the Tax Cuts and Jobs Act of 2017 dramatically reduced their tax exposure. And in spite of the pandemic, many industries experienced record year in 2020, particularly in rea…
Digital Solutions to Drive Business Success
Let's face it: The insurance industry has been slow to innovate and implement digital change. But COVID changed that, and the investment that Crump and carrier partners made in digital solutions prio…
Long Term Care Insurance with Rick Stewart: Product Innovation Opens New Opportunities
The LTCI market continues to evolve, and the ability to blend long term care insurance into annuity products offers clients a powerful new asset to offset the rising costs of care. November is Long T…