David 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.

Advanced 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.

Advanced 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.

This 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.

Advanced 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.

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.

Start 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.

Advanced 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.

Learn 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.

Advanced Planning’s Jenna Washatka and Product Marketing’s Brittany Bell discuss life insurance product solutions for the key person market.