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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, in... more
FAQs about Advanced Planning:How many episodes does Advanced Planning have?The podcast currently has 52 episodes available.
March 20, 2020Notice 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....more11minPlay
March 20, 2020Three 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....more13minPlay
FAQs about Advanced Planning:How many episodes does Advanced Planning have?The podcast currently has 52 episodes available.