Advanced Planning’s David Szeremet highlights three planning principles that are sure to gain importance under the OBBBA. In this short podcast, Szeremet discusses three planning principles left untouched under the OBBBA and why they are sure to thrive in the current tax environment. Use these ideas to help clients and prospects understand and seize historic opportunities.

The power of omission - OBBBA three things

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

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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, 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

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

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The power of omission - OBBBA three things

The power of omission - OBBBA three things