Putting the Power of Our Firm to Work For You and Your Clients

Our Integrated Approach

At Crump, we work alongside Edward Jones financial advisors to develop strategic insurance solutions that align with clients’ financial plans. Our approach integrates insurance into broader financial planning, addressing key areas such as family protection, extended care planning, income replacement, and wealth transfer strategies. By collaborating with our team, financial professionals can offer their clients well-rounded solutions that support long-term financial security and estate planning goals.

Leverage Crump's Knowledge

Edward Jones financial advisors have access to Crump’s insurance solutions, allowing them to incorporate risk management into their financial planning process. Through our consultative approach, financial professionals can identify potential protection gaps and determine whether insurance-based solutions are appropriate for their clients. Advisors can leverage Crump’s industry expertise to facilitate client meetings— whether virtual or in person — ensuring that insurance planning is seamlessly integrated into their overall wealth strategies.

Access to Carriers

The Edward Jones/Crump platform provides financial advisors direct access to top-rated insurance carriers. Crump’s team works with advisors to evaluate product options and tailor recommendations to clients' needs. This relationship enables financial advisors to enhance their advisory services by providing comprehensive risk management solutions without disrupting their core planning process. Our team also stays ahead of industry trends and regulatory updates, equipping advisors with the latest insights to better serve their clients.