Crump Potomac Affluent Markets is the high-end boutique platform within Crump Life Insurance Services.

We fill a unique niche within the life insurance industry. An elite organization serving a select number of producers who meet high-threshold requirements, we are a brokerage general agency that offers the best features of a producer group. Built on the strength and success of The Potomac Group, we offer specialized services and unmatched solutions that surpass the competition.

Advanced Sales
Our exceptional advanced sales capabilities set us apart within the industry. We offer expertise in a number of areas, including Advanced Estate, Gift, and Income Tax Planning; Business Succession Planning; Charitable Planning; and Executive Benefits. Our Advanced Sales team is comprised of industry experts including attorneys, CLUs, and CFPs, who understand the needs of consumers and are uniquely positioned to provide customized solutions.

Underwriting
Crump Potomac Affluent Markets is a leader in providing impaired risk life insurance underwriting support. Our medically-trained underwriters specialize in properly positioning cases and negotiating on behalf of clients to ensure they receive the best possible offers.

You Deserve the Best
Crump Potomac Affluent Markets is an excellent choice for independent life insurance producers. You’re free to do business your way, and you can depend on the resources of a strong organization, with access to more than 100 carriers, including top-rated companies in the industry.

Crump Potomac Affluent Markets is ready to help take your business to the next level. Get the results you are looking for with our team. You can rely on a specialized approach for each case, as we realize that we earn your business one case at a time.

Our top priority is you and ensuring that your clients’ needs are fulfilled. With top carrier access and leading compensation, we offer the following:

Elite Customer Service
Experienced Sales Manager/primary point of contact; Dedicated teams – an extension of your staff; Boutique service with full back office support

World Class Personalized Support
Concierge-level services; Specially-trained / focused Crump associates; Point-of-sale and CE support available; Lead development support

Peer Collaboration & Inspiration
Leaders Summit – five-star producer reward trip; Annual Producer Meeting – educational, information-sharing multi-day business meeting; Regional meetings; Practice management and educational study groups; Industry association participation and leadership

Expert Underwriting Advocates
Best-in-class underwriting; Dedicated medically-trained underwriters to position and negotiate your cases

Exclusive Advanced Sales Support
Recognized leaders in industry – attorneys, CFPs, CLUs, ChFCs – strategizing to help you sell bigger and tougher cases; Independent and consultative approach; Innovative and leading edge solutions; Outside counsel for complex situations