Gifting Ideas of a Lifetime: How to Make More Impact — Now and for Generations 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

Gifting Ideas of a Lifetime: How to Make More Impact — Now and for Generations

February 12, 2026 • Crump Life Insurance Services

0:00 | 18:36

With gift and estate tax exemptions at historic highs, lifetime gifting has never offered more opportunity. In this episode of Crump Insights, Carma McCallie explains how financial professionals can help clients make gifts that do more — stretching exemption amounts, benefiting multiple generations, and creating lasting impact.

From valuation discounts and dynasty trusts to leveraging existing trusts with life insurance, this conversation highlights practical ways to turn gifting into a powerful legacy‑planning tool — while the window is still open.

Guest: Carma McCallie, JD, CAP®, Vice President, Advanced Sales, Crump

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.