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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...
show more
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
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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
Advanced Planning Sushi
Advanced Planning Sushi
2 AUG 2024 · 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.
21 JUN 2024 · 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.”
1 FEB 2024 · 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.
5 JAN 2024 · 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.
1 SEP 2023 · 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.
31 JUL 2023 · 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.
5 JUL 2023 · 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.
1 JUN 2023 · 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.
5 MAY 2023 · 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.
16 MAR 2023 · 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.
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...
show more
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
show less
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
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| Author | AuguStar Financial |
| Organization | Ohio National |
| Categories | Business |
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