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
Estate Planning in the Midst of Tax Law Uncertainty with Michael Amoia, Senior VP, Advanced Sales
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Crump Life Insurance Services
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 pandemic, President Biden and Congress are already looking for ways to pay for it. They'll likely start with corporations, and then the attention will turn to taxing "the rich", which may include your clients. In this episode, Crump Senior Vice President, Advanced Sales, Michael Amoia delivers an update and advice on what you should be doing now to position your clients for changes ahead.