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Advanced Planning Sushi AuguStar Financial
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- Wirtschaft
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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Business Valuation Service: Uncovering Hidden Sales in Plain Sight
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.
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Exciting Planning Opportunities with Annuities and Trusts
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.
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Buy-sell Planning After the Connelly Case
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.
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10 Life Insurance Sales Opportunities in Advanced Planning
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.
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Five Retirement Distribution Hacks
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.
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Drive Sales with the Business Valuation Service
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.