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.
Podcasting since 2020 • 46 episodes
Crump Insights
Latest Episodes
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 ...
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14:48
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 Michae...
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31:09
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...
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22:05
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...
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17:06
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 th...
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21:14