Crump Insights Author: Crump Life Insurance Services Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients. Be a guest on this podcast Language: en-us Genres: Business, Investing, Marketing Contact email: Get it Feed URL: Get it iTunes ID: Get it Get all podcast data

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Gifting Ideas of a Lifetime: How to Make More Impact — Now and for Generations
Thursday, 12 February, 2026

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 financial professionals can help clients make gifts that do more — stretching exemption amounts, benefiting multiple generations, and creating lasting impact.From valuation discounts and dynasty trusts to leveraging existing trusts with life insurance, this conversation highlights practical ways to turn gifting into a powerful legacy‑planning tool — while the window is still open.Guest: Carma McCallie, JD, CAP®, Vice President, Advanced Sales, Crump

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