Resource Library

How to Stop Putting Off Your Estate Plan (And Why It Matters More Than You Think)

Most people aren't avoiding estate planning because it's expensive or complicated. They're avoiding it because no one has made starting feel manageable. Data from the 2026 Financial Advisor Insights Report shows that 72% of clients express interest when the topic comes up — then defer. The barrier is inertia, not intent.

Jump Integrates with TaxStatus to Bring Verified Tax Data Into Every Client Meeting

Jump is the first AI advisor platform to integrate with TaxStatus, bringing verified tax data directly into pre-meeting prep — automatically, alongside your existing CRM and planning tool data.

What's New at Jump — April 2026

Every update in April's release targets the gap between a great client meeting and everything that has to happen after it.

AI, economic concerns, and confusion: How to navigate retirement planning before it becomes urgent

Retirement planning is starting earlier but feels more confusing. Clients bring more information, but less clarity. Advisors play a key role in turning that information into clear decisions.

When geopolitics hits the wallet, it hits the advisor's office too.

Rising costs are reshaping client conversations. Advisors report more focus on cash flow, budgeting, and stability as economic pressure drives anxiety and changes how clients make financial decisions.

Jump's Approach to Security and Compliance

AI is reshaping advisor workflows. Rising regulation demands built-in controls for compliant, governed AI operations.

Jump Is Now Embedded in Redtail CRM

Jump is now fully embedded inside Redtail CRM, giving advisors a seamless way to handle meeting prep, notes, follow-up, and CRM updates in one place. This integration reduces friction, improves data quality, and drives consistent adoption across teams.

Introducing AI Associate

AI Associate for Financial Advisors: Automate CRM, Emails, and Follow-Ups with Jump

What’s New at Jump — March 2026

March's release helps you spend less time fixing data and more time moving work forward.

Taxes aren't seasonal anymore. Here's what changed.

Meet Diana Cabrices, Jump’s Chief Evangelist

“As Chief Evangelist at Jump, consider me your new growth partner,” Diana says. “I’ll be coaching advisors on how to win inside the meeting, using data to refine your messaging, boost your confidence, and turn conversations into conversions.”

What’s New at Jump — February 2026

February’s release helps you spend less time fixing data and more time moving work forward.