Caroline Brooks

Carly Brooks

Carly Brooks is senior vice president and head of advanced sales at Crump Life Insurance Services, an AmeriLife company. Contact her at [email protected].

March 16, 2026

Are the biggest life insurance opportunities hiding during tax season?

Tax filing season offers life insurance professionals a powerful yet underused window for proactive planning.

December 10, 2025

How ILITs are reinventing legacy planning post-OBBBA

The One Big Beautiful Bill Act didn’t just change tax law — it changed family dynamics in estate planning.

Life Insurance Check-ups: The Current Planning Environment As A Catalyst For Policy Review

December 10, 2021

Now is an opportune time to reach out to clients to review existing plans and coverage.

December 1, 2021

Open The Door To A Policy Review

A life insurance checkup is essential for a client’s healthy financial plan. But first you have to convince them to do it.

Are the biggest life insurance opportunities hiding during tax season?

How ILITs are reinventing legacy planning post-OBBBA

Life Insurance Check-ups: The Current Planning Environment As A Catalyst For Policy Review

Open The Door To A Policy Review

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