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Advanced Planning
By AuguStar FinancialBusiness
Advanced Planning episodes
- Notice and Consent (The Silent Tax Trap)David Szeremet discusses key person life insurance, the most popular and simple business-owned life insurance. He explains why notice and consent is so crucial when doing key person planning, or for any life insurance sale where the business will own the policy. The good news is, it's a simple step, and Ohio National has sample documents to make it even easier.11 min
- Three Levels of PlanningDavid Szeremet takes the complexity out of business insurance. He breaks down the three levels of planning, shares pointers on developing cases with simple strategies, and provides ideas for conversation starters.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,…
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