Advanced Planning’s Jim Barbee and Brett Thornock highlight the team’s business valuation service and share case studies and insight on how a business valuation can benefit your clients and lead to various sales opportunities.

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

Advanced Planning’s Jenna Washatka and Product Marketing’s Brittany Bell discuss product solutions for executive bonus plans and why they are the number one fringe benefit plan that uses life insurance.

Are you taking advantage of all the Advanced Planning Team has to offer? Listen to learn what you might be missing out on, as Advanced Planning’s Jenna Washatka and Product Marketing’s Sarah Strife cover the most popular services the team provides to contracted Ohio National financial professionals.

Advanced Planning’s Jenna Washatka takes it back to the basics of estate planning as she reveals five essential documents that any good estate plan should have in place.

Take a deeper dive into planning for individuals with special needs with Advanced Planning’s Brett Thornock. In this episode, he explains what a third-party special needs trust is and why it’s such a powerful planning tool in providing for individuals with special needs.

Advanced Planning’s Brett Thornock covers an introduction to special needs planning and shares why it’s important for all financial professionals to be knowledgeable about this topic.

The Setting Every Community Up For Retirement Enhancement (SECURE) Act of 2019 significantly changed the rules for IRAs and defined contribution plans. One of the changes pushed required minimum distributions to age 72. Advanced Planning's David Szeremet explains why 72 is the new 70, and the planning implications that come along with it.

David Szeremet, Vice President of Advanced Planning at Ohio National, discusses how today’s tax environment has created challenges for the irrevocable life insurance trust (ILIT), and how the spousal lifetime access trust (SLAT) can solve some of the new challenges. Learn about what a SLAT does, its flexibility, and who it is best suited for in this quick podcast.

In Part 1, David Szeremet, Vice President of Advanced Planning at Ohio National, discussed how the SECURE Act eliminated the stretch IRA. In this episode, he shares insight on how to review previous planning on trust strategies to make sure clients are best positioned in this new tax environment, and provides four questions to ask your clients to get started. David also identifies what he calls “3 potential gold mines” with life insurance planning brought about by the elimination of the stretch IRA.