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Advanced Planning
By AuguStar FinancialBusiness
Advanced Planning episodes
- Drive Sales with the Business Valuation ServiceAdvanced 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.12 min
- Three Simple Questions to Increase Business Insurance SalesDavid 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.12 min - Three Levels of Business Insurance PlanningAdvanced 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.12 min
- Three Tax Planning Ideas for 2023Advanced 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.12 min
- Personal residence trusts: Estate tax planning in a rising interest rate environmentThis 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.12 min
- 2023 Update on Estate TaxesAdvanced Planning’s Jenna Washatka shares a quick update on estate taxes for 2023. From federal to state, sunsets and exclusion amounts, she highlights what you need to know and where to look for opportunities.15 min
- SECURE Act 2.0: A last-minute gift from D.C.Advanced Planning’s David Szeremet shares what you need to know about the SECURE Act 2.0 which was included in December’s $1.7 trillion-dollar omnibus spending bill. In this episode, David focuses on the major provisions impacting retirement distribution planning, and points out several life insurance planning opportunities for you and your clients.26 min
- Five Planning Ideas for 2023Start the new year off selling! In this episode, Advanced Planning’s David Szeremet brings you five relevant advanced planning sales ideas covering a wide variety of situations for virtually any client or prospect.15 min
- Product Solutions to Supplement Retirement IncomeAdvanced Planning’s Jenna Washatka and Product Marketing’s Karl Kreunen discuss life insurance product solutions for supplemental retirement income for owners of pass-through entities, and highlight the Prestige Indexed 10 Pay whole life product.28 min
- Eight Interactive Planning ToolsLearn about eight interactive planning tools designed to help you get your clients engaged, talking and planning! Estate planning, business insurance, business valuation and special needs are all covered, providing a little something for everyone in this episode of Advanced Planning Sushi.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,…
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 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
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