Advanced Planning

Advanced Planning

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Advanced Planning episodes

  • The Death of the Stretch IRA – Part 2
    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.
    14 min
  • The Death of the Stretch IRA – Part 1
    David Szeremet, Vice President of Advanced Planning at Ohio National discusses how the SECURE Act brought about the elimination of the stretch IRA. Under the new regulation, IRAs must generally be distributed within 10 years. But this “10-year force out” doesn’t apply to everybody. Hear about the four key exceptions, as well as tax implications and planning opportunities under the new regulation.
    16 min
  • John Bell's Perspective on Business Valuation
    John Bell, a financial professional from Maitland, Florida, talks to Jim Barbee about his experience and success using BizEquity's business valuation service offered through the Advanced Planning Team. BizEquity is a leader in business valuation and is not affiliated with Ohio National. Ohio National provides no opinion as to the validity or reasonableness of the report or its conclusions, and the report does not represent any tax advice.
    22 min
  • Heather Renfro's Perspective on Business Insurance
    Heather Renfro, vice president and one of the founding partners at Prevail Innovative Wealth Strategies in Overland Park, Kansas, knows a thing or two about business insurance. With over 20 years of experience in wealth preservation and working with business clients, shares tips on getting started in this market and much more.
    23 min
  • Key Person Insurance
    Jenna Washatka breaks down key person insurance. Hear how it works, the various ways it can be set up, how it can be a door-opener to more sales – and how the Advanced Planning team is available to help.
    17 min
  • Overcoming the Pass-through Hurdle
    The Advanced Planning Team takes calls from all over the country, and the #1 request is business owners seeking tax-deductible premiums. In this episode, David Szeremet explains where some tax deductions can be found, where some serious hurdles exist, and some alternative concepts and conversations that may be beneficial to your business owner clients.
    11 min
  • The #1 Objection Business Owners Make
    The number one objection that business owners make is over cost. David Szeremet suggests ways to pivot the conversation when this objection comes up, including the use of different product types, tax reductions and split dollar life insurance. Learn how flexible split dollar is, how it can work with cost-conscious business owners and the benefits to having it in your tool belt.
    10 min
  • The Three Most Popular Life Insurance Fringe Benefit Plans
    David Szeremet slices and dices the three most popular life insurance fringe benefit plans: executive bonus, split dollar, and a supplemental executive retirement plan. He gives a few tips on deciding on when to use each fringe benefit plan, and shares ways you can talk to your clients.
    13 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,…