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
The Only Thing Constant is Change: Part 1 - How to Build Flexibility into Your Estate Plan with Trusts
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Crump Life Insurance Services
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 the importance of building flexibility into estate plans using trusts. Learn how to navigate potential tax changes, avoid "analysis paralysis," and ensure your plan can adapt to whatever the future holds.