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Advanced Planning
By AuguStar FinancialBusiness
Advanced Planning episodes
- Product Solutions for the Key Person MarketAdvanced Planning’s Jenna Washatka and Product Marketing’s Brittany Bell discuss life insurance product solutions for the key person market.13 min
- The Business Valuation Service: Insights from $1 Billion and CountingAdvanced 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.16 min
- Product Solutions for the Estate Planning MarketAdvanced Planning’s Jenna Washatka and Product Marketing’s Brittany Bell discuss life insurance product solutions for the estate planning market.11 min
- Product Solutions for the Executive Bonus MarketAdvanced 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.9 min
- The Top Five Services and ResourcesAre 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.13 min
- Estate Planning Basics - 5 Must-Have Estate Planning DocumentsAdvanced 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.18 min
- Special Needs Planning Part 2 -The Power of a Third-Party Special Needs TrustTake 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.21 min
- An Introduction to Special Needs PlanningAdvanced 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.22 min
- 72 is the New 70The 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.10 min
- Goodbye ILIT, Hello SLATDavid 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.7 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