Flexible Estate Planning Strategies with Jon Whitacre, JD, CLU, ChFC, Director, Advanced Sales

Crump Insights
17/03/2022 22 min
Flexible Estate Planning Strategies with Jon Whitacre, JD, CLU, ChFC, Director, Advanced Sales

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Episode Synopsis

One of the main client concerns with estate planning is giving up control of assets. That's where life insurance comes in. There are several, flexible estate planning strategies that offer options for clients seeking control with future options that won't complicate their planning. In this episode, Crump's Director, Advanced Sales Jon Whitacre joins us to highlight these planning strategies.

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