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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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For many business owners, the Tax Cuts and Jobs Act of 2017 dramatically reduced their tax exposure. And in spite of the pandemic, many industries experienced record year in 2020, particularly in real estate and certain manufacturing sectors. With the potential for higher taxes on the horizon, now is the time to share executive benefit strategies w…
 
One of the most important, yet often overlooked responsibilities for financial advisors and life insurance agents is the policy review. Crump has streamlined this often tedious and time consuming process, making it easy to complete and opening new opportunities to assist your clients. In this episode, Crump's Brandi Graver shares her insight and ad…
 
Let's face it: The insurance industry has been slow to innovate and implement digital change. But COVID changed that, and the investment that Crump and carrier partners made in digital solutions prior to the pandemic paid off for financial advisors, and more importantly, their clients. Now, it's easier than ever to transact business, freeing up tim…
 
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…
 
The LTCI market continues to evolve, and the ability to blend long term care insurance into annuity products offers clients a powerful new asset to offset the rising costs of care. November is Long Term Care Insurance Awareness Month, so it's an ideal time to reconnect with clients who were declined or failed to acquire LTCI in the past. In this ep…
 
It's been an interesting year, to say the least. And while COVID-19 has disrupted business, it's also forced positive change in the insurance industry. The adoption of accelerated underwriting is dramatically reducing turn times and making it easier for financial advisors and insurance professionals to do business. In this episode, Crump Senior VP …
 
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