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.
Crump Insights
Executive Benefit Plans with Steve Kroeger, CLU®, HIA, MBA, Senior Director, Advanced Sales and Howard Jonas, CLU®, ChFC®, REBC®, CASL®, Director, Advanced Sales
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Crump Life Insurance Services
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 real estate and certain manufacturing sectors. With the potential for higher taxes on the horizon, now is the time to share executive benefit strategies with your business owner clients. In this episode, Crump Advanced Sales Senior Directors Steve Kroeger and Howard Jonas join us to discuss these plans- most notably, how to offer business owners control and a tax deduction, while rewarding and retaining key people.