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The Advanced Planning Team brings you fresh and flavorful advanced planning sales bites in this podcast series. Designed to be easy to listen to and digest, 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 The Ohio National Life Insurance Company and Ohio National Life Assurance Corporation, members of Constellation Insurance, Inc. family of companies, and issuers are expected to officially change to AuguStar Life Insurance Company and AuguStar Life Assurance Corporation, respectively, in the fourth quarter of 2023.
© 2023 Constellation Insurance, Inc. | One Financial Way Cincinnati, Ohio 45242
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 The Ohio National Life Insurance Company and Ohio National Life Assurance Corporation, members of Constellation Insurance, Inc. family of companies, and issuers are expected to officially change to AuguStar Life Insurance Company and AuguStar Life Assurance Corporation, respectively, in the fourth quarter of 2023.
© 2023 Constellation Insurance, Inc. | One Financial Way Cincinnati, Ohio 45242
35 Episodes
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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.
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.
In this episode, we discuss what may be the most significant court case of the year for financial professionals working in the business insurance space. Invest 15 minutes of your time to hear noteworthy takeaways on this important buy-sell case and learn how to help your clients potentially avoid a million-dollar mistake.
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.
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.
Advanced Planning’s Jim Barbee and Jenna Washatka highlight the business valuation service and share insight on how a business valuation can benefit your clients and lead to various sales opportunities.
David Szeremet is back in the studio with tips on finding and closing more business-related life insurance sales. Learn how three simple questions can quickly shine a light on business insurance needs and open the door to other planning opportunities. According to LIMRA (Small Business Owners, 2009), 76% of small business owners understand the importance of having a business succession plan, yet only 35% have a plan in place.
Advanced Planning’s Jenna Washatka takes the complexity out of business insurance. She breaks down the three levels of planning, shares pointers on developing cases with simple strategies, and provides ideas for conversation starters.
Advanced Planning's Jim Barbee shares three tax planning ideas for 2023, including a benefit of the Secure Act 2.0 relating to annuity planning opportunities, and two ideas related to 162 plans and life insurance as a retirement supplement. Learn how these ideas can translate into opportunities for your clients and sales for you.
This episode focuses on one estate tax planning strategy that tends to be more popular in higher or rising interest rate environment, and that is a QPRT – a qualified personal residence trust. Tune in and hear more from Advanced Planning’s Jenna Washatka.
Advanced Planning’s Jenna Washatka shares a quick update on estate taxes for 2023. From federal to state, sunsets and exclusion amounts, she highlights what you need to know and where to look for opportunities.
Advanced Planning’s David Szeremet shares what you need to know about the SECURE Act 2.0 which was included in December’s $1.7 trillion-dollar omnibus spending bill. In this episode, David focuses on the major provisions impacting retirement distribution planning, and points out several life insurance planning opportunities for you and your clients.
Start the new year off selling! In this episode, Advanced Planning’s David Szeremet brings you five relevant advanced planning sales ideas covering a wide variety of situations for virtually any client or prospect.
Advanced Planning’s Jenna Washatka and Product Marketing’s Karl Kreunen discuss life insurance product solutions for supplemental retirement income for owners of pass-through entities, and highlight the Prestige Indexed 10 Pay whole life product.
Learn about eight interactive planning tools designed to help you get your clients engaged, talking and planning! Estate planning, business insurance, business valuation and special needs are all covered, providing a little something for everyone in this episode of Advanced Planning Sushi.
Advanced Planning’s Jenna Washatka and Product Marketing’s Brittany Bell discuss life insurance product solutions for the key person market.
Advanced Planning’s Jenna Washatka and Product Marketing’s Brittany Bell discuss life insurance product solutions for the estate planning market.
Advanced Planning’s Jenna Washatka and Product Marketing’s Brittany Bell discuss product solutions for executive bonus plans and why they are the number one fringe benefit plan that uses life insurance.
Are you taking advantage of all the Advanced Planning Team has to offer? Listen to learn what you might be missing out on, as Advanced Planning’s Jenna Washatka and Product Marketing’s Sarah Strife cover the most popular services the team provides to contracted Ohio National financial professionals.
Advanced Planning’s Jenna Washatka takes it back to the basics of estate planning as she reveals five essential documents that any good estate plan should have in place.
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