https://www.spreaker.com/podcast/advanced-planning--4244324
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.

© 2025 AuguStar Life Insurance Company | One Financial Way Cincinnati, Ohio 45242]]>enBusinessCopyright AuguStar Financialhttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/a11f0fd0048d7c73b284f3471ea9e582.jpghttps://www.spreaker.com/podcast/advanced-planning--4244324Thu, 25 Jun 2026 11:30:14 +0000AuguStar FinancialAuguStar Financialfeeds@spreaker.comThe 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...
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.

© 2025 AuguStar Life Insurance Company | One Financial Way Cincinnati, Ohio 45242]]>falseepisodichttps://www.spreaker.com/episode/working-with-advanced-planning--72686961https://api.spreaker.com/episode/72686961Thu, 25 Jun 2026 11:29:52 +0000AuguStar FinancialIn 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...635falsefullhttps://www.spreaker.com/episode/roth-401-k-catch-up-alternative--72019343Did 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).]]>https://api.spreaker.com/episode/72019343Fri, 15 May 2026 12:12:12 +0000AuguStar FinancialNew Tax Law Impacting 401(k) Contributions Did 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...Did 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).]]>755falsefullhttps://www.spreaker.com/episode/executive-bonus-basics-designs-and-ways-to-use--71876543https://api.spreaker.com/episode/71876543Tue, 05 May 2026 14:22:27 +0000AuguStar FinancialAn 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...362falsefullhttps://www.spreaker.com/episode/the-101-j-tax-trap--70621073In 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.]]>https://api.spreaker.com/episode/70621073Thu, 19 Mar 2026 12:07:39 +0000AuguStar FinancialDo 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...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.]]>571falsefullhttps://www.spreaker.com/episode/life-insurance-tax-planning--70271384https://api.spreaker.com/episode/70271384Wed, 25 Feb 2026 15:50:00 +0000AuguStar FinancialCash 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...350falsefullhttps://www.spreaker.com/episode/out-in-10-rmds-and-the-secure-act--68501033https://api.spreaker.com/episode/68501033Mon, 10 Nov 2025 18:54:46 +0000AuguStar FinancialThe SECURE Act clock is ticking! Join Carlos Zarate, ChFC, from the Advanced Planning Team at AuguStar as he breaks down the critical deadlines for inherited IRAs. The 10-year rule is top of mind for many IRA beneficiaries, especially now that waived...397falsefullhttps://www.spreaker.com/episode/ag-business-case-study--67851497https://api.spreaker.com/episode/67851497Mon, 22 Sep 2025 14:26:00 +0000AuguStar FinancialAdvanced Planning's Jim Barbee discusses a recent agribusiness case. The agent used Advanced Planning's business valuation service to value a farm and placed a policy on the farm owner to facilitate the transfer of the business to the farmer's...339falsefullhttps://www.spreaker.com/episode/taxes-quick-view-guide--67851464
]]>https://api.spreaker.com/episode/67851464Mon, 22 Sep 2025 14:24:20 +0000AuguStar FinancialCarlos Zarate, member of the Advanced Planning team, discusses the popular "Taxes Quick View" guide. This updated guide incorporates changes from the Big Beautiful Bill, including new standard deductions, bonus senior deductions, and revised SALT...
]]>317falsefullhttps://www.spreaker.com/episode/the-power-of-omission-obbba-three-things--67851365https://api.spreaker.com/episode/67851365Mon, 22 Sep 2025 14:19:15 +0000AuguStar FinancialAdvanced Planning’s David Szeremet highlights three planning principles that are sure to gain importance under the OBBBA. In this short podcast, Szeremet discusses three planning principles left untouched under the OBBBA and why they are sure to...364falsefullhttps://www.spreaker.com/episode/trust-owned-annuities-from-basics-to-pass-in-kind-wealth-transfers--66730353https://api.spreaker.com/episode/66730353Tue, 24 Jun 2025 18:42:58 +0000AuguStar FinancialCarlos Zarate, ChFC, from the AuguStar Advanced Planning Team reviews Trust-Owned Annuities: From Basics to Pass In-Kind Wealth Transfers.583falsefullhttps://www.spreaker.com/episode/custodial-executive-bonus--64977993https://api.spreaker.com/episode/64977993Wed, 19 Mar 2025 16:53:02 +0000AuguStar FinancialLearn about a popular business life insurance fringe benefit that uses cash value life insurance. Advanced Planning’s David Szeremet explains how Virtus IUL was positioned to help retain a valued employee with a simple concept. The concept is...441falsefullhttps://www.spreaker.com/episode/planning-for-rmds--63636822https://api.spreaker.com/episode/63636822Wed, 15 Jan 2025 13:00:07 +0000AuguStar FinancialPrepare 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. 1202falsefullhttps://www.spreaker.com/episode/supreme-court-creates-buy-sell-hurdle-and-opportunities-for-business-owners--60465164Connelly 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.” ]]>https://api.spreaker.com/episode/60465164Fri, 21 Jun 2024 19:55:57 +0000AuguStar FinancialAdvanced 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...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.” ]]>1206falsefullhttps://www.spreaker.com/episode/business-valuation-service-uncovering-hidden-sales-in-plain-sight--58504822https://api.spreaker.com/episode/58504822Thu, 01 Feb 2024 13:00:02 +0000AuguStar FinancialWith 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.755falsefullhttps://www.spreaker.com/episode/exciting-planning-opportunities-with-annuities-and-trusts--58209522https://api.spreaker.com/episode/58209522Fri, 05 Jan 2024 17:50:08 +0000AuguStar FinancialThe 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,...841falsefullhttps://www.spreaker.com/episode/10-life-insurance-sales-opportunities-in-advanced-planning--56617256https://api.spreaker.com/episode/56617256Fri, 01 Sep 2023 05:00:03 +0000AuguStar FinancialIn 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.1317falsefullhttps://www.spreaker.com/episode/five-retirement-distribution-hacks--56319714https://api.spreaker.com/episode/56319714Mon, 31 Jul 2023 12:33:28 +0000AuguStar FinancialAdvanced 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...1059retirementfalsefull