OBBBA Unlocked: Timely Opportunities for Life Insurance Planning 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.

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Crump Insights

OBBBA Unlocked: Timely Opportunities for Life Insurance Planning

October 02, 2025 • Crump Life Insurance Services

If you’ve been asking, “What now?” after the OBBBA, this episode provides the strategies to help clients move forward with clarity and confidence. Senior VP of Crump Advanced Sales, Carly Brooks, joins us to dig into the planning opportunities, like dynasty trusts, ILITs, grantor vs. non-grantor strategies, and the evolving role of life insurance in legacy preservation. She also shares insights for business owners, high-net-worth families, and nonprofits navigating the expanded excise tax rules.

Depending on where your clients are in their journey, OBBBA opens up some pretty powerful strategies. Let’s get into it!

Guest: Carly Brooks, JD, CFP, CLU, Senior Vice President, Advanced Sales, Crump Life Insurance Services

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OBBBA Summary of Key Changes