Learn 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 selective, tax-deductible to the business, and the business maintains control over access to policy cash value.

Prepare 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.

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.

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.”

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.