Crump Insights

Crump Insights is a podcast presented by Crump Life Insurance Services.

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Latest Episodes

The Power of Connection: Prudential’s Blueprint to Black Wealth in Action

The Power of Connection: Prudential’s Blueprint to Black Wealth in Action

Looking for ways to build stronger client connections while addressing wealth gaps? In this episode, we delve into Prudential’s Blueprints to Black Wealth initiative and its impact in the industry. Crump's Sales Director, Jill Coyne, talks with Keita Cline, Prudential's Vice President of Business Development and Market Expansion. They share insights on how the platform empowers financial professionals to connect with broader communities through culturally relevant financial strategies. We also spotlight a success story that illustrates the tangible impact of these conversations. From sparking authentic connections to creating new opportunities for clients and financial professionals alike, Blueprints to Black Wealth is more than a strategy — it’s a movement.

Guests: Jill Coyne, CLU, Sales Director, Crump, and Keita Cline, CLU, ChFC, Vice President, Business Development and Market Expansion, Prudential

OBBBA Unlocked: Timely Opportunities for Life Insurance Planning

OBBBA Unlocked: Timely Opportunities for Life Insurance Planning

If you’ve been asking, “What now?” after the OBBBA, this episode provides the strategies to help clients move forward with clarity and confidence. Senior VP of Crump Advanced Sales, Carly Brooks, joins us to dig into the planning opportunities, like dynasty trusts, ILITs, grantor vs. non-grantor strategies, and the evolving role of life insurance in legacy preservation. She also shares insights for business owners, high-net-worth families, and nonprofits navigating the expanded excise tax rules.  

Depending on where your clients are in their journey, OBBBA opens up some pretty powerful strategies. Let’s get into it!

Guest: Carly Brooks, JD, CFP, CLU, Senior Vice President, Advanced Sales, Crump Life Insurance Services

Check out these other resources:

The $15 Million Question: What the One Big Beautiful Bill Act Means for You and Your Clients

OBBBA Summary of Key Changes


Review, Refresh, Retain: The Power of Policy Review

Review, Refresh, Retain: The Power of Policy Review

Life insurance policies aren’t “set it and forget it” assets — they need to evolve with clients’ lives. In this episode, we break down why policy reviews are essential, how to ask the right questions, and how to identify opportunities to protect clients and grow your practice. You’ll hear real-world success stories, learn the step-by-step review process, and discover how partnering with Crump gives you the tools, resources, and expertise to make policy review a seamless part of your business.

Guest: Chris Weir, Vice President, Crump Internal Sales



*Policy Review is a complimentary service offered by Crump Life Insurance Services to assist policy owners in analyzing their existing insurance policies. It is not a program designed to encourage consumers to replace existing insurance policies.

The $15 Million Question: What the One Big Beautiful Bill Act Means for You and Your Clients

The $15 Million Question: What the One Big Beautiful Bill Act Means for You and Your Clients

Get the clarity you need on the One Big Beautiful Bill Act — the sweeping tax bill signed into law on July 4, 2025. What changed? What didn't? And most importantly — how does it impact your clients’ planning strategies and bottom line? Guest Carma McCallie, JD, CAP, VP of Advanced Sales at Crump, joins us to unpack the key provisions and highlight smart planning opportunities you can act on before year-end.

Lock in Growth Without the Risk — How FIAs Fit in Today’s Market

Lock in Growth Without the Risk — How FIAs Fit in Today’s Market

In this episode, we break down why fixed indexed annuities (FIAs) are gaining renewed attention in today’s volatile market. Alissa Hufford, Sales Director at the Crump Annuity Solution Center, joins the podcast to cover key selling points like principal protection amid market volatility, tax-deferred growth, and competitive income options — including lifetime income riders. With interest rates at multi-year highs and clients sitting on record levels of cash, FIAs offer a timely solution for those seeking downside protection and guaranteed income. This conversation gives financial professionals clear language, positioning tips, and insight into why FIAs can be a strong addition to the planning conversation right now.

Disability Insurance: The Underrated Financial Safety Net

Disability Insurance: The Underrated Financial Safety Net

If your client’s next paycheck was their last for the next four years — what would they do? In this episode, we dig into why Disability Insurance (DI) is a critical (yet often overlooked) part of a sound financial plan. Kenny Russell and Michael Prothe discuss how to position DI as income protection, break down common client misconceptions, and offer practical tips for starting the conversation. With over 90% of DI claims tied to illness, not accidents, this is a must-listen for financial professionals looking to close a major gap in financial planning.

Guests: 

Kenny Russell, Director of Disability Sales, Crump

Michael Prothe, Regional Director, IDI Sales, The Standard

Balancing Control and Tax Efficiency with Survivorship Standby Trusts

Balancing Control and Tax Efficiency with Survivorship Standby Trusts

In this episode, we explore the Survivorship Standby Trust (SST), an innovative estate planning strategy that balances tax savings and control. Tom McKay, Director, Advanced Sales at Crump, who has personally implemented this strategy, walks us through how it works, who it benefits, and why it's an essential consideration for flexible estate planning. Gain key insights into optimizing wealth transfer with built-in flexibility. 

The Only Thing Constant is Change: Part 2 - Business Succession Planning in the Year Ahead

The Only Thing Constant is Change: Part 2 - Business Succession Planning in the Year Ahead

Business owners face a unique set of challenges when it comes to succession planning — especially in a rapidly changing legal and economic environment. In this episode, Carma McCallie returns to discuss how tax law changes, recent Supreme Court rulings, and evolving trust strategies impact business succession planning. Discover key insights on grantor trusts, business entity conversions, and life insurance strategies to help secure the future of your business.

The Only Thing Constant is Change: Part 1 - How to Build Flexibility into Your Estate Plan with Trusts

The Only Thing Constant is Change: Part 1 - How to Build Flexibility into Your Estate Plan with Trusts

With a new administration, shifting policy changes, expiring tax laws, and economic uncertainty — estate and business planning is more complex than ever. In this episode, Carma McCallie, Vice President of Advanced Sales at Crump, breaks down the importance of building flexibility into estate plans using trusts. Learn how to navigate potential tax changes, avoid "analysis paralysis," and ensure your plan can adapt to whatever the future holds.

Bio of Crump Insights

Crump Insights is a podcast presented by Crump Life Insurance Services, a prominent third-party distributor and service provider of insurance and retirement products. This podcast is designed to provide forward-thinking financial professionals with valuable insights into timely insurance and retirement planning topics.

Each episode of Crump Insights explores a range of subjects that are relevant to the insurance and financial industry. Listeners can expect to gain in-depth knowledge of market updates, sales strategies, and key information that directly impacts their practice and clients. The podcast aims to keep financial professionals informed about the latest trends, developments, and best practices in the industry.

By tuning into Crump Insights, listeners have the opportunity to stay up-to-date with the ever-changing landscape of insurance and retirement planning. The podcast covers a wide range of topics, including industry trends, regulatory updates, product innovations, and strategies for success in the field.

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