Timely topics
Stay current on MoneyGuide, policy reviews, and wealth transfer conversations tailored for Edward Jones.
Why attend
Practical takeaways
Leave with conversation starters, checklists, and next‑step actions you can apply in client meetings the same day.
Edward Jones‑focused
Sessions are built for Edward Jones workflows and tools, including Porch and MoneyGuide .
Upcoming sessions
All sessions at 2:00 PM ET. Register for any date below.
Introducing Mutual of Omaha's MutualCare Solutions
Please join Crump's Long-Term Care (LTC) team and Mutual of Omaha, for a webinar discussing Mutual of Omaha's newly enhanced MutualCare® solutions portfolio and how it can help grow your LTC business.
Exclusive FP+ Learning: The value and impact of protection in MoneyGuide
See how focused, high-impact reviews can uncover planning gaps, strengthen branch-level performance, and drive measurable gains across your region. This quick, insight-rich session gives you the clarity and confidence to elevate conversations and deliver stronger outcomes for every client.
Protection Made Simple: A Practical Overview for BOAs & CSTs
Join us for a practical and supportive overview of the protection planning process through Crump designed specifically for BOAs and CSTs. This session will help you better understand how protection opportunities move from introduction to application, while highlighting the tools, resources, and support available to help create a smooth experience for both branches and clients.
Aug 11 — Register Sept 8 — RegisterTax-Efficient Retirement Income Planning
Many clients are looking for ways to create more tax-efficient retirement income, but they may not realize permanent life insurance could play an important role. In this webinar, we'll help you identify the client profiles and planning situations where an overfunded life insurance strategy deserves consideration. You'll leave with practical conversation starters, key qualification questions, and a clear process for engaging your branch's dedicated Crump team to evaluate opportunities and determine whether this approach fits your clients' retirement goals.
Aug 26 — Register