Carly Brooks, Senior Vice President of Advanced Sales at Crump Life Insurance Services, outlines how the firm is elevating advanced planning from a technical resource into a true strategic partnership for financial professionals. She highlights Crump’s scale and depth of expertise, and how that support helps advisors guide clearer, more confident conversations around protection, retirement, and legacy planning.
Brooks also breaks down the forces reshaping today’s planning environment—from historically high estate tax exemptions and renewed client willingness to act, to the Great Wealth Transfer and rising fiscal pressures. She explains why life insurance continues to play a central role in liquidity and long-term stability, and how trust design, income-tax planning, and business owner strategies are evolving in response. Looking ahead to 2026, she encourages advisors to take advantage of today’s favorable conditions and emphasizes Crump’s ability to help them navigate these complex, high-impact planning decisions.
Resources: Crump
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