As clients focus on filings and refunds, tax season can quietly surface meaningful opportunities for life insurance planning. In this article, Carly Brooks explores how financial professionals can use tax conversations proactively to uncover coverage gaps, address risk, and add value.

With gift and estate tax exemptions at historic highs, lifetime gifting has never offered more opportunity. In this episode of Crump Insights, Carma McCallie explains how advisors can help clients make gifts that do more—stretching exemption amounts, benefiting multiple generations, and creating lasting impact.

Love in Action: Why Protection Is at the Heart of Every Financial Plan

Love shows up in many forms — for partners, children, parents, and the causes we care about most. In financial planning, love often appears quietly through the desire to protect.

When clients choose insurance or protection‑based strategies, it’s rarely about a product. It’s about creating stability, preserving dignity and independence, and opening doors for the people they care about — now and for generations to come.