What to Watch for From Washington D.C. in 2024 with Crump's Joy Dawe and Jon Whitacre Artwork

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.

All Episodes

Crump Insights

What to Watch for From Washington D.C. in 2024 with Crump's Joy Dawe and Jon Whitacre

February 23, 2024 • Crump Life Insurance Services

0:00 | 24:28

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 clients' estate planning strategies in the years to come. In this episode, Joy Dawe, Senior Vice President, Market Conduct, and Jon Whitacre, JD, CLU, ChFC, Director of Advanced Sales, preview the regulatory and tax implications facing our clients.

For Financial Professional Use Only. Products and programs offered through Crump are not approved for use in all states. Not all applicants will qualify for coverage. Policy terms, conditions, and limitations will apply. Crump does not provide any tax or legal advice. Insurance products are available through Crump Life Insurance Services, LLC, AR License #100103477. Variable insurance material is for broker-dealer or registered representative use only.