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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
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Business Valuation Service: Uncovering Hidden Sales in Plain Sight
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.12m 46s -
Exciting Planning Opportunities with Annuities and Trusts
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.14m 12s -
Buy-sell Planning After the Connelly Case
6 OCT 2023 · 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.14m 40s -
10 Life Insurance Sales Opportunities in Advanced Planning
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.22m 6s -
Five Retirement Distribution Hacks
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.17m 59s -
Drive Sales with the Business Valuation Service
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.11m 46s -
Three Simple Questions to Increase Business Insurance Sales
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.11m 16s -
Three Levels of Business Insurance Planning
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.11m 33s -
Three Tax Planning Ideas for 2023
3 APR 2023 · 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.11m 43s -
Personal residence trusts: Estate tax planning in a rising interest rate environment
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.11m 52s
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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