Insurance Influencer Series l Carrier Perspective: Focuses on How Wellness and Longevity Impact Client Planning

The conversation around longevity is evolving, as is the role of insurance. In this episode, industry and research leaders explore how wellness, behavior, and scientific advances are shaping the understanding of longevity and its role in financial planning. Conventional methods, centered on financial forecasts, are shifting toward a broader perspective — one that includes health, lifestyle, and ongoing client engagement.

As people live longer, planning grows more complex and requires personalized strategies. This discussion highlights the importance of financial professionals in helping clients consider not only their possible lifespan but also their preparedness for a range of planning outcomes.

Host: Joe Johns, Chief Strategy & Operations Officer, Crump

Guests:

Matt Gibson, AVP, Longevity & Behavioral Insurance Enablement, John Hancock

Dr. Jay Olshansky, Academic in Residence, Abacus Global Management

This episode is part of Crump’s Insurance Influencer Perspectives series — conversations with carriers, independent financial professionals, and institutional organizations on how risk management solutions are evolving. Episode 2 of 5

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.