Check out the latest issue of Crump's Tools + Intel

Articles

Breaking the Attrition Cycle: Strategies to Retain Clients Across Generations and Preserve AUM

Client relationships are among the most valuable assets for financial professionals, yet they are at significant risk during wealth transfer events. Research shows that 70% of women change financial professionals after inheriting assets¹, severing long-standing advisory relationships. For firms reliant on a small number of high-net-worth clients, even a handful of these transitions can translate into millions of dollars in lost assets under management (AUM), undermining long term growth and practice value. Tell me more now +

Adaptable Estate Planning: Unlocking the Potential of Flexible Trusts

Learning to adapt to change can transform uncertainty into opportunity. While some changes are hard to predict, building flexibility into our plans may provide reassurance and security. When it comes to estate and tax planning, many options can feel rigid, creating hesitation to make decisions that seem permanent. Without a clear understanding of how estate plans can change with evolving circumstances, procrastination often sets in, delaying the essential steps needed to ensure a smooth and efficient transfer of assets to loved ones. Discover flexible trust options +

Podcasts

The Life Insurance Shift: New Trends, New Opportunities

Special four-part podcast series featuring Crump President & CEO Mike Martini and Senior VP of Underwriting Chris Cook talking about how products, technology, and underwriting innovations are transforming the life insurance industry. All episodes available now!

Part 1: Industry Evolutions in Product Benefits and Underwriting Innovations

Part 2: Preventive Health and Longevity: Innovations and Wellness Programs Shaping Life Insurance

Part 3: Genetic Testing and Life Insurance: The Facts, the Myths, and the Future

Part 4: The Art of Field Underwriting: Knowing Your Client