Follow us:

Find Thousands of Podcast Partners

Find partners

Biz and Tech Podcasts > Business > Advanced Planning Sushi

Podcast Image

Advanced Planning Sushi

The Advanced Planning Team brings you advanced planning sales ideas in this podcast series. Designed to be easy to listen to and understand, the team slices and dices topics within estate planning, individual retirement and business insurance categories – then rolls it all up with tips for selling in these lucrative insurance spaces.

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.

The material discussed provides general information and should not be taken as specific legal or tax advice. Clients should seek the advice of a qualified tax or legal professional for their specific situation.

Results may not be representative of the experience of other agents and are not a guarantee of success. Individual results will vary.

Product, product features and rider availability vary by state. Issuer not licensed to conduct business in NY. Products are issued by AuguStar Life Insurance Company and AuguStar Life Assurance Corporation, members of Constellation Insurance, Inc. family of companies.

© 2024 Constellation Insurance, Inc. | One Financial Way Cincinnati, Ohio 45242

Categories

Last Episode Date: 15 January 2025

Total Episodes: 7

Collaboration

Podcast Interviews

Affiliate and Join Ventures

Sponsorships

Promo Swaps

Feed swaps

Guest/Interview swaps

Monetization

Advertising and Sponsors

Affiliate and JVs

Paid Interviews

Products, Services or Events

Memberships

Donations

Latest Episodes

Planning for RMDs

15 January 2025

Planning for RMDs

Expand to View Full Description

Prepare to navigate required minimum distributions this year. Hear from Advanced Planning's Jim Barbee, JD and Carlos Zarate, ChFC, as they discuss RMD basics, timely strategies, and new rules on inherited accounts.

Advanced Planning Strategies Using Protection IUL

2 August 2024

Advanced Planning Strategies Using Protection IUL

Expand to View Full Description

Learn several sales strategies using AuguStar’s new Protection IUL product in the advanced planning marketplace. Hear from Advanced Planning’s David Szeremet and Jim Barbee in this round-table discussion.

Supreme Court creates buy-sell hurdle (and opportunities) for business owners

21 June 2024

Supreme Court creates buy-sell hurdle (and opportunities) for business owners

Expand to View Full Description

Advanced Planning’s David Szeremet and Jim Barbee discuss Connelly v. United States, a recent U.S. Supreme Court case involving a family business and the federal estate tax. Learn how Connelly may significantly change the planning landscape as it relates to life insurance used in business succession planning.This podcast is a must if you work with business owners. Learn how Connelly potentially creates a tax trap for buy-sell plans funded with life insurance - and learn how to navigate the new ruling with a few simple planning moves.This podcast can arm you with the knowledge and Advanced Planning support necessary to potentially help avoid a “million-dollar problem.”

Business Valuation Service: Uncovering Hidden Sales in Plain Sight

1 February 2024

Business Valuation Service: Uncovering Hidden Sales in Plain Sight

Expand to View Full Description

With over 500 businesses valued and over $1.7 billion in aggregate valuations, Advanced Planning’s Jim Barbee shares his insight and highlights sales opportunities discovered through using the business valuation service.

Exciting Planning Opportunities with Annuities and Trusts

5 January 2024

Exciting Planning Opportunities with Annuities and Trusts

Expand to View Full Description

The Advanced Planning Team is gearing up to help you place annuity business in the advanced planning marketplace. In this episode, Advanced Planning’s David Szeremet shares four significant planning opportunities where annuities and trusts intersect, and how they can grow income and protect wealth.

10 Life Insurance Sales Opportunities in Advanced Planning

1 September 2023

10 Life Insurance Sales Opportunities in Advanced Planning

Expand to View Full Description

In support of Life Insurance Awareness Month, Advanced Planning’s David Szeremet discusses the intersection of life insurance and advanced planning, and shines a light on 10 evergreen, but sometimes overlooked, life insurance sales opportunities.

Five Retirement Distribution Hacks

31 July 2023

Five Retirement Distribution Hacks

Expand to View Full Description

Advanced Planning’s David Szeremet shares tips to help your clients maximize their retirement income. We’re calling them “retirement distribution hacks,” because they are simple things you can do to help make your clients’ lives easier and potentially save them thousands in taxes and penalties.

Website: Visit Website