Estate Planning for Women: The Opportunity to Attract and Assist This Underserved Market
Crump Insights
by Crump Life Insurance Services
1w ago
It has been widely publicized that there has been a considerable shift in wealth in the U.S. to women.  What's not often discussed is how underserved women are when it comes to financial planning. That's why we call on Crump's Eileen Shovlin for perspective, statistics, and advice on how as an industry we can better serve women ..read more
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Find the Right Mix: Merge Technology with Traditional Practices
Crump Insights
by Crump Life Insurance Services
2M ago
We've all become accustomed to having the world at our fingertips—one-click shopping, next-day delivery, and customer service at the touch of a button. How can we, as financial professionals, innovate and deliver our traditional solutions and practices in a world where our clients expect instant delivery? Crump's vice president of Digital Solutions, Travis Phillips, offers advice and tools you can use ..read more
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Finding the Right Mix: Merging Technology with Traditional Practices
Crump Insights
by Crump Life Insurance Services
2M ago
We've all become accustomed to the world at our fingertips. One-click shopping, next-day delivery, and customer service at the touch of a button. How can we as financial advisors innovate and deliver our traditional solutions and practices in a world where our clients expect instant delivery? Crump's VP of Digital Solutions Travis Phillips joins us to offer advice and tools you can use ..read more
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Long Term Care Insurance Awareness: Why It's Not Just for Older Clients
Crump Insights
by Crump Life Insurance Services
4M ago
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 ..read more
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Breast Cancer Awareness Month: A Personal Experience and Insight from Crump's Lisa Arcuria
Crump Insights
by Crump Life Insurance Services
5M ago
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 ..read more
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Life Insurance: Protection for You and Your Family, with Crump's Carma McCallie
Crump Insights
by Crump Life Insurance Services
6M ago
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 ..read more
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Demystifying Life Insurance Settlements with Jon Mendelsohn, The Ashar Group
Crump Insights
by Crump Life Insurance Services
7M ago
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 indust ..read more
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Life Insurance Underwriting Insight in Today's Challenging Environment
Crump Insights
by Crump Life Insurance Services
9M ago
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 ..read more
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Crump President Mike Martini: Trust, Comfort and Confidence in a Challenging Market
Crump Insights
by Crump Life Insurance Services
10M ago
With inflation raging, the equity markets in retreat, and fuel prices surging, there's no shortage of distractions for today's consumer.  Factor in strict underwriting conditions as COVID continues to strike, and it's arguably the most challenging environment in decades. In this episode, Crump Life Insurance President Mike Martin offers an industry update, and tips on how financial advisors and insurance producers can stay focused on serving clients ..read more
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Why Disability Insurance is So Important: Chris Peterson, President, Hanleigh Insurance
Crump Insights
by Crump Life Insurance Services
11M ago
May is Disability Insurance Awareness Month, and with the significant increase in income for many professionals, it's an ideal time to revisit income protection. In this episode, Chris Peterson, President of Hanleigh Insurance, shares why DI is so important- no only for professional athletes and entertainers, but for high level executives, professional service firms, and other specialized fields ..read more
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