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Crump Insights

Crump Insights

Crump Life Insurance Services

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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Top 10 Crump Insights Episodes

Goodpods has curated a list of the 10 best Crump Insights episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Crump Insights for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Crump Insights episode by adding your comments to the episode page.

Annuity sales are up thanks to rising rates, inflation- whether or not it's transitory, and the need for guaranteed income solutions. The annuity options available today are much more consumer friendly than they were a decade ago, allowing liquidity, flexibility and death benefits. In this episode, Crump's Director of Annuity Sales Brendan Connerton gives us a market update and shares the one question your clients can't say no to!

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COVID-19 has certainly changed the way we connect and stay in touch with our clients, and year-end planning is no different. The traditional face-to-face office meeting is out. This could actually make what is often a hectic time of year much easier for clients and advisors. In this episode, Lillian Vogl, Director, Advanced Sales at Crump, joins us to share tips on client meetings, the latest planning strategies, and how to generate referrals during this important annual visit with your clients.

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November is Long Term Care Insurance Awareness Month, and in this episode we want to provide insight on the need for a wide range of clients. The assumption is that LTC is for aging clients who require assisted living. While it certainly addresses that need, LTC is also there for younger adults with families when they need it most. In this episode, Crump's Susan Carlson offers clarity and advice on how to better serve all clients with this important insurance planning option

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Income protection planning is often overlooked or presented as an additional solution to life insurance needs. However, the need to protect income goes beyond the financial aspect to the mental well being of the person who provides for his or her family. In this powerful episode, Crump's Kenny Russell invites Principal's Tyler Huff to share his own, personal disability battle and how having income protection in place saved him and his family's finances.

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Without proper succession planning, execution of that planning, and following the directives set forth, even the most basic estate or business transition can become an adventure and attract scrutiny from the IRS. In this timely episode, we welcome Jon Whitacre, JD, CLU, ChFC, and director of Advanced Sales at Crump Life Insurance Services to explain why Connelly vs United States is so important to financial professionals, life insurance producers, and clients. He offers solutions to avoid what happened in this landmark case.

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According to US Census data, 14% of the US population, or 46 million, are foreign-born and/or non-citizens. This represents a significant life insurance sales opportunity, as foreign nationals seek safety and security from US life insurance carriers. In this episode, our Crump experienced professionals explore the opportunity.
Joining us:
Jess Metz, Regional Director, Crump
Karl Heideman, CLU, FLMI, AIRC, ARA, ACS, ALU, Director, Crump Advanced Sales
Carma McCallie, JD, Vice President, Crump Advanced Sales

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October is Breast Cancer Awareness Month. This also opens the opportunity to talk about all types of cancer and what we should be doing to help ourselves and our clients. Crump's Lisa Arcuria, Director, High Net Worth Client Support, has intimate, personal experience to share with us in this special edition of Crump Insights. Lisa also offers firsthand experience from the business side on how to secure life insurance for your clients who've defeated cancer.

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Once frowned upon or outright shunned by many financial advisors, life insurance settlements are now the norm, regulated in all 50 states. With an aging population outliving their assets, life insurance settlements are now a viable option for many seniors and their families seeking cash benefits during their lifetime. In fact, financial advisors now have a fiduciary responsibility to at least review whether a life insurance settlement might benefit their client. In this episode, life insurance settlement expert, Ashar Group Co-Founder & CEO Jon Mendelsohn joins us with an insightful industry update.
Access to life settlements through Crump may not be available to all financial professionals; please check with your Crump representative.

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There are many unknowns in today's environment, and even industry veterans admit they've never seen anything like this. However, one thing is certain: Life insurance underwriting can be challenging if you aren't proactive with your clients. In this episode, Crump Senior Vice-President and Head of Underwriting Chris Cook joins us. Chris offers valuable insight on the impact of Long COVID, an update on APS requirements, and a cautionary story about the underwriting risks if clients wait.

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September is Life Insurance Awareness Month, but as Crump's Carma McCallie points out, life insurance should be in the spotlight year-round. Unfortunately, what is the cornerstone of any solid financial plan is often overlooked, or ignored. In this episode, McCallie points out key client objections, and how financial advisors can help their clients better understand the benefits of life insurance.

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FAQ

How many episodes does Crump Insights have?

Crump Insights currently has 51 episodes available.

What topics does Crump Insights cover?

The podcast is about Retirement, Marketing, Investing, Podcasts, Sales and Business.

What is the most popular episode on Crump Insights?

The episode title 'Life Insurance: Protection for You and Your Family, with Crump's Carma McCallie' is the most popular.

What is the average episode length on Crump Insights?

The average episode length on Crump Insights is 21 minutes.

How often are episodes of Crump Insights released?

Episodes of Crump Insights are typically released every 29 days, 4 hours.

When was the first episode of Crump Insights?

The first episode of Crump Insights was released on Sep 29, 2020.

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