Crump Life Insurance Services

As 2025 draws to a close, clients are turning their attention to financial planning. The One Big Beautiful Bill Act (OBBBA) delivers much-needed clarity, setting the lifetime exemption at a record $15 million for 2026. Now is the time to help clients act with confidence. https://lnkd.in/erya35xi Check out our latest article for a year-end planning checklist, insights on tax strategies, charitable giving reminders, and estate planning. 👉 Financial professionals can turn year-end urgency into meaningful client action. https://lnkd.in/erya35xi #FinancialPlanning #TaxStrategy #EstatePlanning #CharitableGiving #YearEnd2025 Caroline Brooks

We're #hiring a new Sales Development Specialist in United States. Apply today or share this post with your network.

We're #hiring a new Senior Case Manager in United States. Apply today or share this post with your network.

A secure future starts with a solid plan. Life insurance can play a key role in helping your clients prepare for tomorrow. Corebridge Financial #lifeinsurance

The One Big Beautiful Bill Act (OBBBA) gave us clarity — now it’s time for strategy. In this follow-up episode, Caroline Brooks, Crump's Senior Vice President of Advanced Sales, delves into the planning opportunities that the #OBBBA unlocks, including dynasty trusts and ILITs, as well as tax diversification and nonprofit planning. Whether you work with high-net-worth families, business owners, or philanthropic clients, these insights can help you guide them forward with confidence. Listen now to learn what’s next after the OBBBA. https://lnkd.in/eJx-Q-QD Check out these other OBBBA Resources from Crump: The $15 Million Question: What the One Big Beautiful Bill Act Means for You and Your Clients: https://lnkd.in/ehsa3VDh OBBBA Summary of Key Changes: https://lnkd.in/e6cBjQfG #EstatePlanning #Crump #CharitableGiving #OneBigBeautifulBillAct

We're #hiring a new Internal Wholesaler in United States. Apply today or share this post with your network.

🗨️ Scottsdale offered more than just stunning views — it set the stage for inspiring, forward-thinking conversations. From exchanging ideas to building momentum, the Crump Affluent Markets Annual Meeting brought together some of the brightest minds to share strategies, insights, and actionable takeaways. A huge thank you to all our attendees and a special shout-out to our incredible Premier Plus Carriers, who help make this event possible and successful. We're already getting to work on next year's meeting! #affluentmarkets #advancedsales #crump Allianz Corebridge Financial John Hancock Legal & General Lincoln Financial Nationwide Financial OneAmerica Financial Prudential Financial Symetra

Looking for a way to help your clients put non-qualified annuities to efficient use? By answering a few simple questions, your clients may get instant approval on a solution that empowers them to transfer those dollars into tax-free benefits for future long-term care expenses.    Instant approval for eApp only.    Learn more: https://lnkd.in/gZ9VPGKC OneAmerica Financial #InstantApproval #LongTermCare

We’re live from Scottsdale at the Crump Affluent Markets Annual Meeting — and the energy is incredible! 💡 Our Advanced Sales Senior Vice President, Caroline Brooks, is soaking it all in. Her favorite part? The ideas flying around the room and the financial professionals who bring them to life. From deep conversations on client strategy to spontaneous moments of connection, this meeting is all about momentum. ▶️ https://lnkd.in/e6XdFvhE #AffluentMarkets #AdvancedSales #FinancialProfessionals #Crump

🌵 There’s something about the desert landscape that inspires big thinking. As we kick off our annual gathering in Scottsdale, we’re reminded of the value of stepping back, connecting with peers, and sharing bold ideas. The conversations here are already sparking new possibilities — and we’re just getting started. #affluentmarkets #advancedsales #crump