Advanced Planning

Advanced Planning

By AuguStar FinancialBusiness
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Advanced Planning episodes

  • Required Minimum Distribution Planning
    Carlos Zarate, ChFC, from the AuguStar Advanced Planning Team reviews Required Minimum Distribution (RMD) basics, such as the deadline to take your first RMD, as well as strategies around RMD planning. Carlos explains how annuities and Qualified Charitable Distributions (QCDs) can be used as tools to better prepare for RMD income.
    7 min
  • Custodial Executive Bonus
    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.
    8 min
  • Planning for RMDs
    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.
    21 min
  • Supreme Court creates buy-sell hurdle (and opportunities) for business owners
    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.”
    21 min
  • 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.
    15 min
  • 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.
    15 min
  • 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.
    18 min

About Advanced Planning

From the publisher's feed

The 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,…