Welcome to the 2021 Crump Virtual Fall Symposium Microsite! View all the resources and materials to help grow your sales!

Have a question? Contact Debbie Sands ([email protected]), Meredith Garcia-Tunon ([email protected]), or your Crump sales representative.

Tuesday, October 26
Full Day Recording


Welcome
Liz Kaplan, Senior Vice President and General Manager, Independent Channel, Crump

Tax and Legislative Changes—How You Can Help Your Clients Plan Now
Rex B. Wackerle, Vice President and Director, Washington, D.C. External Affairs, Prudential 

Explore Split Dollar Funding of Life Insurance
Steve Kroeger, CLU®, HIA®, MBA, Senior Director, Advanced Sales, Crump

Michael Deaton, Business Insurance Consultant, Lincoln Financial 

Life Product Update: Beyond AG49-A and §7702
Ralph M. Dittrich, CLU®, ChFC®, Vice President, Life Product Management, Crump

News You Need to Know About Underwriting
Lauren Thorne, FLMI, AIRC, ACS®, ARA™, Senior Underwriter, Crump

Private vs. Third-Party Premium Financing—Two Possible Solutions
Ryan Mattern, Director, Advanced Sales, Crump

Legacy Planning: Dying with an Annuity
Brendan Connerton, Director, Annuity Sales, Crump

Creating Lasting Legacies Despite Tax Law Uncertainty
Michael Amoia, J.D., LL.M (Tax), CLU®, ChFC®, Senior Vice President, Advanced Sales, Crump and Carly Brooks, J.D., CFP®, AVP and Counsel, Head of Advanced Markets, John Hancock Life Insurance Company


Monday, November 1
Sales Ideas for Estate and Personal Planning
Full Day Recording

Three Ideas for Three Product Lines
Darren R. Cooper, MBA, CLU®, ChFC®, Vice President, Regional Director, Independent Channel, Individual Markets, Global Atlantic 

You Inherited an IRA, Now What?
Chad Bachorowski, CFP®, Regional Vice President, New England/Upstate NY, AIG Financial Distributors


Tuesday, November 2
Expedite Your Sales with Automation
Full Day Recording

Swift Sailing and the Art of Early Conversions 
Robert Bisch, Field Vice President, Broad Market Distribution Channel, Northeast Region, Pacific Life

Symetra SwiftTerm
Steven Patrizio, Regional Vice President, Greater Northeast Territory, Symetra


Wednesday, November 3
Meeting More Clients’ Needs with Tailored Product Solutions
Full Day Recording

Navigating Volatility with Index Lock
Aaron Dangor, Regional Sales Manager, Allianz

Two Solid Solutions: Protective Life Guarantees and Cash Accumulation
Chris Salamon, Regional Vice President, Protective Life


Thursday, November 4
Comprehensive Protection: Sales Ideas Beyond Life Insurance
Full Day Recording

Staying Ahead of the Changes in the LTC Market
Jake Lovell, CLTC®, Regional CareMatters Wholesaler, Nationwide

Five Creative Ways to Fund a Long Term Care Planning Solution
Rick Stewart, CLTC®, Director, Long Term Care Sales, Crump

Disability Insurance Solutions for High Earners, Business Owners, and Clients Who Have Been Declined for Life Insurance
Kenny Russell, Director, Disability Sales, Crump