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 • 44 episodes
Crump Insights
Latest Episodes
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
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...
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22:27
Part 3: Genetic Testing and Life Insurance: The Facts, the Myths, and the Future
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 discuss the regulatory landscape across ...
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13:14