In this episode, AuguStar's Jim Barbee speaks with agent, Derek Campbell about using the Advanced Planning Department when developing a case. Jim and Derek discuss AuguStar's business valuation service, case consultations for an advanced planning case and the need for life insurance planning when serving business owners.
New Tax Law Impacting 401(k) ContributionsDid you now that a tax law effective Jan. 1, 2026 impacts your client's potential 401(k) catch up contributions? Listen to this podcast for a summary of the law and for two possible sales ideas. In this podcast, Jim Barbee with Advanced Planning discusses why certain employees are no longer permitted to make pre-tax catch up contributions to an employer's 401(k) and an alternate use for those funds (spoiler alert: life insurance is involved).
An executive bonus is powerful fringe benefit helping employers recruit, retain and reward key employees. If you have business-owner clients looking for tax deductions, tune into this podcast to learn about different varieties of an executive bonus plan and how it can be used to address your client's objectives. In this short podcast, Advanced Planning's Jim Barbee reviews four types of executive bonus designs and the related tax advantages for both employers and employees. Cash value life insurance offers a variety of tax planning advantages – many of them unique to life insurance. How many can you name? If it’s not at least eight, this podcast is for you.
Do you work with business owners on life insurance strategies such as key person, buy-sells, split-dollar, or SERP/deferred compensation? If yes, are you up to speed with the ins and outs of internal revenue code (IRC) section 101(j)?In place since 2006, IRC is a nasty tap trap hiding in plain sight ready to ensnare unsuspecting business owners. If triggered, 101(j) results in a taxable death benefit — yikes! In this podcast,Advanced Planning’s David Szeremet covers the basics of 101(j) so you can quickly identify when the trap applies and how you can generally educate business owners so they can avoid it. All in under ten minutes.
Cash value life insurance offers a variety of tax planning advantages – many of them unique to life insurance. How many can you name? If it’s not at least eight, this podcast is for you. In this podcast, Advanced Planning’s David Szertemet reviews the eight most common tax planning aspects of permanent life insurance. Use this podcast to build knowledge, or as a refresher. It only requires five minutes of your time.