Best Crump Life Insurance Services Podcasts (2024)

1
Unlocking Success: Navigating the Foreign Nationals Life Insurance Market 16:47

2M ago16:47

16:47

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…

1
Obesity Management Advancements: What It Means for Obtaining Life Insurance 18:14

3M ago18:14

18:14

With roughly 40 percent of Americans in the overweight or obese category and as little as 12 percent of U.S. adults considered metabolically healthy, obesity plays a major role in life insurance underwriting. In this episode, Emily Bancroft, MS, ALMI, AIRC, ACS, ALU Certified Underwriter and Senior Underwriter at Crump Life Insurance Services, join…

1
What to Watch for From Washington D.C. in 2024 with Crump's Joy Dawe and Jon Whitacre 24:28

5M ago24:28

24:28

With an election year ahead and key provisions of the Tax Cuts and Jobs Act of 2017 sunsetting on December 31, 2025, the year ahead lays the foundation for what could be a significant impact on clients' estate planning strategies in the years to come. In this episode, Joy Dawe, Senior Vice President, Market Conduct, and Jon Whitacre, JD, CLU, ChFC,…

1
Digital Innovation and Tools Continue to Impact the Life Insurance Industry 15:26

6M ago15:26

15:26

We are hearing A LOT about AI, or artificial intelligence. But how is it impacting the life insurance industry? How are carriers integrating AI into their underwriting platforms? And how can insurance producers and financial professionals use digital tools to enhance and grow their practice? In this timely season opening download, Crump Vice Presid…

1
Long Term Care Insurance Sales Success: Five Tips for Financial Professionals 15:04

8M ago15:04

15:04

November is Long Term Care Insurance (LTCi) Awareness Month, and with upcoming holiday gatherings, it's a good time to chat about this important topic with loved ones. In this timely episode, Rick Stewart, CLTC, director of sales, LTC Solutions Center, shares five key tips for financial professionals to ensure sales success with LTCi.…

1
Real-Life Horror Stories and How Life Insurance Can Help Save the Day 19:29

9M ago19:29

19:29

Straight from the pages of true crime, and the popular podcasts that captivate audiences, we bring you a real life case to discuss with our experts. In this episode, Andrea Ploch, Vice President, Carrier Relations, and Steve Kroeger, CLU, HIA, MBA, Vice President, Advanced Sales, share a popular true crime case and how you can help your clients avo…

1
The Connelly Decision’s Impact on Business Succession Planning 24:08

10M ago24:08

24:08

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 explai…

1
The Impact of State-Mandated Long Term Care Insurance on Your Clients 18:52

11M ago18:52

18:52

With Medicaid costs skyrocketing, states are taking action, mandating income taxes to provide for state-funded long term care insurance programs. This action will have a significant impact on the choices clients have for covering their long term care needs. In fact, some states are considering banning private LTC insurance in lieu of the state opti…

1
Are you missing out on 10% or more of the population as clients? 9:55

1y ago9:55

9:55

With an increasingly diverse population, it's important for financial professionals to expand their client base. The LGBTQ+ population is an underserved demographic. While financial planning is now in step with straight couples, there are specific challenges that the LGBTQ+ population faces. In this episode, Michael Rusk, senior vice president, Int…

1
Disability Insurance: The Importance of Income Protection 17:16

1y ago17:16

17:16

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…

1
The Rise of Field Underwriting: Ensuring a Successful Experience for You and Your Clients 21:42

1+ y ago21:42

21:42

Your client may be the picture of health, successful in business, and ready to buy a life insurance policy to protect their family's wealth. But did you know that they smoke marijuana and enjoy skydiving? Not unless you ask them! Field underwriting at the outset of a potential transaction is the most critical stage in the process and determines suc…

1
Estate Planning for Women: The Opportunity to Attract and Assist This Underserved Market 16:25

1+ y ago16:25

16:25

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.…

1
Selling Life Insurance: The Desire To Help Others 13:45

1+ y ago13:45

13:45

It's appropriate that February is "Insure Your Love" month. Valentine's Day offers the opportunity for us to start conversations with our clients, and they in turn, with their loved ones, about the important role of life insurance. In this episode, vice president of sales, Hengameh Sedghi, joins us to share a very personal story that drives home wh…

1
Find the Right Mix: Merge Technology with Traditional Practices 18:23

1+ y ago18:23

18:23

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…

1
Long Term Care Insurance Awareness: Why It's Not Just for Older Clients 21:34

1+ y ago21:34

21:34

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,…

1
Breast Cancer Awareness Month: A Personal Experience and Insight from Crump's Lisa Arcuria 12:53

2y ago12:53

12:53

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 first…

1
Life Insurance: Protection for You and Your Family, with Crump's Carma McCallie 18:57

2y ago18:57

18:57

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…

1
Demystifying Life Insurance Settlements with Jon Mendelsohn, The Ashar Group 28:59

2y ago28:59

28:59

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 no…

1
Life Insurance Underwriting Insight in Today's Challenging Environment 26:50

2y ago26:50

26:50

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 valua…

1
Crump President Mike Martini: Trust, Comfort and Confidence in a Challenging Market 17:18

2y ago17:18

17:18

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 Martini offers an industry…

1
Why Disability Insurance is So Important: Chris Peterson, President, Hanleigh Insurance 19:37

2y ago19:37

19:37

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, professi…

1
Electronic Health Records Update with Crump's Chris Cook and MIB's Carolyn McAvinn 31:00

2+ y ago31:00

31:00

Obtaining client health records is one of the biggest obstacles to securing the insurance they need. There's good news: e-HR, or Electronic Health Records, has experienced significant advances and is making the process much easier. In this episode, Crump Senior Vice-President and Head of Underwriting Chris Cook welcomes Carolyn McAvinn, Director, U…

1
Flexible Estate Planning Strategies with Jon Whitacre, JD, CLU, ChFC, Director, Advanced Sales 22:04

2+ y ago22:04

22:04

One of the main client concerns with estate planning is giving up control of assets. That's where life insurance comes in. There are several, flexible estate planning strategies that offer options for clients seeking control with future options that won't complicate their planning. In this episode, Crump's Director, Advanced Sales Jon Whitacre join…

1
The Power and Importance of Life Happens Insure Your Love Campaign 25:35

2+ y ago25:35

25:35

It's appropriate that we release this episode around Valentines Day, in partnership with Life Happens, a nonprofit offering consumers unbiased information to make smart insurance choices. In this episode, we welcome Life Happens President & CEO Faisa Stafford to share the "Insure Your Love Campaign", and how it provides insurance & financial profes…

1
InsureTech’s Role in Today’s Life Insurance Industry with Ken Leibow, CEO of InsurTech Express 18:59

2+ y ago18:59

18:59

There are many uncertainties as we continue to navigate through the pandemic. But one thing is certain: Advances and implementation of technology necessitated by the pandemic are here to stay. This is no longer just a "Millennial Thing"- clients of all ages now expect an easy, informative user experience when transacting with insurance professional…

1
Addressing the Life Insurance Coverage Gap Issue with David Levenson, President & CEO of LIMRA, LOMA and LLGlobal 21:49

2+ y ago21:49

21:49

The pandemic raised awareness about insurance, while advances in technology have dramatically improved the application, underwriting and delivery of policies. In spite of that progress, a majority of Americans are still without life or long term care insurance altogether, or have a significant coverage gap. In this episode, LIMRA President & CEO Da…

1
Split Dollar Sales Ideas for High Net Worth Clients with Ryan Mattern, Director, Advanced Sales 20:20

3y ago20:20

20:20

With dramatic, potential changes on the table for the tax treatment of grantor trusts, high net worth clients and estate planning professionals are scrambling to get planning completed prior to an as yet to be determined "date of enactment". Why is this so important? Many irrevocable life insurance trusts (ILITs) are considered grantor trusts and c…

1
Underwriting and Today's Life Insurance Sales Opportunities 28:10

3y ago28:10

28:10

As we conclude Life Insurance Awareness Month and look ahead to the closing stretch of 2021, we bring together some of the top minds in underwriting to set the record straight on the pandemic, and highlight opportunities thanks to accelerated underwriting. Joining us in this episode: Chris Cook- Senior Vice President & Head of Underwriting, Crump G…

1
Estate Planning in the Midst of Tax Law Uncertainty with Michael Amoia, Senior VP, Advanced Sales 28:54

3y ago28:54

28:54

It's a cliche because it's true: The only thing constant is change, and nowhere is that more appropriate than estate planning. With a new administration and enormous deficit spending throughout the pandemic, President Biden and Congress are already looking for ways to pay for it. They'll likely start with corporations, and then the attention will t…

1
Annuity Solutions: The One Question You Should Be Asking Clients 20:29

3y ago20:29

20:29

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 Connerto…

1
Income Replacement: Helping Clients Understand Their Needs and Coverage Gaps 32:25

3y ago32:25

32:25

What we as an industry refer to as disability insurance is more appropriately defined as "income replacement" for our clients. Conversations often start over life insurance needs, but statistically speaking, there's a much greater need for the income replacement that disability insurance provides. How can you introduce this to your clients- particu…

1
The Impact of COVID-19 on Underwriting: Part 1 19:29

3y ago19:29

19:29

While the pandemic presented challenges, it also opened new opportunities and accelerated the process of placing business. In Part 1, we welcome a panel of industry experts to discuss the following topics: The mortality impact of COVID on life insurance underwriting. What's driving the increase in life insurance sales? Communicating with and insuri…

1
The Impact of COVID-19 on Underwriting: Part 2 18:02

3y ago18:02

18:02

In Part 2 we continue our conversation on the impact of COVID-19 on underwriting with a panel of industry experts. Topics in this discussion include: How to communicate with clients who refuse vaccination Underwriting impacts on non-vaccinated clients Business valuations during COVID, and beyond... Insurance industry transformation due to COVID-19 …

1
Executive Benefit Plans with Steve Kroeger, CLU®, HIA, MBA, Senior Director, Advanced Sales and Howard Jonas, CLU®, ChFC®, REBC®, CASL®, Director, Advanced Sales 28:10

3+ y ago28:10

28:10

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…

1
Reasons to Offer Policy Reviews to Your Clients: Brandi Graver, CLU®, Director, Advanced Sales 19:28

3+ y ago19:28

19:28

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…

1
Digital Solutions to Drive Business Success 19:55

3+ y ago19:55

19:55

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…

1
Year-End Planning Strategies with Lillian Vogl, Director, Advanced Sales 27:50

3+ y ago27:50

27:50

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…

1
Long Term Care Insurance with Rick Stewart: Product Innovation Opens New Opportunities 22:12

3+ y ago22:12

22:12

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…

1
Positives from the Pandemic: Senior VP & Head of Underwriting Chris Cook 21:16

4y ago21:16

21:16

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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Crump Life Insurance Services Podcasts

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