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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

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Check latest episodes from Advanced Planning podcast

Working with Advanced Planning

2026/06/25

In this episode, AuguStar's Jim Barbee speaks with agent, Derek Campbell about using the Advanced Planning Department when developing a case. Jim and Derek discuss AuguStar's business valuation service, case consultations for an advanced planning case and the need for life insurance planning when serving business owners.

Roth 401(k) Catch Up Alternative

2026/05/15

New Tax Law Impacting 401(k) Contributions Did you now that a tax law effective Jan. 1, 2026 impacts your client's potential 401(k) catch up contributions? Listen to this podcast for a summary of the law and for two possible sales ideas. In this podcast, Jim Barbee with Advanced Planning discusses why certain employees are no longer permitted to make pre-tax catch up contributions to an employer's 401(k) and an alternate use for those funds (spoiler alert: life insurance is involved).

Executive Bonus basics, designs and ways to use

2026/05/05

An executive bonus is powerful fringe benefit helping employers recruit, retain and reward key employees. If you have business-owner clients looking for tax deductions, tune into this podcast to learn about different varieties of an executive bonus plan and how it can be used to address your client's objectives. In this short podcast, Advanced Planning's Jim Barbee reviews four types of executive bonus designs and the related tax advantages for both employers and employees. Cash value life insurance offers a variety of tax planning advantages – many of them unique to life insurance. How many can you name? If it’s not at least eight, this podcast is for you.

The 101(j) tax trap

2026/03/19

Do you work with business owners on life insurance strategies such as key person, buy-sells, split-dollar, or SERP/deferred compensation? If yes, are you up to speed with the ins and outs of internal revenue code (IRC) section 101(j)? In place since 2006, IRC is a nasty tap trap hiding in plain sight ready to ensnare unsuspecting business owners. If triggered, 101(j) results in a taxable death benefit — yikes! In this podcast, Advanced Planning’s David Szeremet covers the basics of 101(j) so you can quickly identify when the trap applies and how you can generally educate business owners so they can avoid it. All in under ten minutes.

Life Insurance Tax Planning

2026/02/25

Cash value life insurance offers a variety of tax planning advantages – many of them unique to life insurance. How many can you name? If it’s not at least eight, this podcast is for you. In this podcast, Advanced Planning’s David Szertemet reviews the eight most common tax planning aspects of permanent life insurance. Use this podcast to build knowledge, or as a refresher. It only requires five minutes of your time.

Out in 10: RMDs and the SECURE Act

2025/11/10

The SECURE Act clock is ticking! Join Carlos Zarate, ChFC, from the Advanced Planning Team at AuguStar as he breaks down the critical deadlines for inherited IRAs. The 10-year rule is top of mind for many IRA beneficiaries, especially now that waived penalties for missed RMDs are a thing of the past. Carlos shares a 3-step strategy for financial professionals to proactively model distributions, build client trust, and help clients avoid the year-10 tax spike.

AG business case study

2025/09/22

Advanced Planning's Jim Barbee discusses a recent agribusiness case. The agent used Advanced Planning's business valuation service to value a farm and placed a policy on the farm owner to facilitate the transfer of the business to the farmer's daughter (with premiums paid by the farm). The agent placed a second policy on the farmer to create additional estate wealth that could be passed on to the farmer's son. Because the death benefit on the second policy was equal to the value of the farm, the farmer was able to equalize the inheritances he was leaving to his two children.

Taxes Quick View guide

2025/09/22

Carlos Zarate, member of the Advanced Planning team, discusses the popular "Taxes Quick View" guide. This updated guide incorporates changes from the Big Beautiful Bill, including new standard deductions, bonus senior deductions, and revised SALT deduction rules.

The power of omission - OBBBA three things

2025/09/22

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.

Trust-Owned Annuities: From Basics to Pass In-Kind Wealth Transfers

2025/06/24

Carlos Zarate, ChFC, from the AuguStar Advanced Planning Team reviews Trust-Owned Annuities: From Basics to Pass In-Kind Wealth Transfers.

Custodial Executive Bonus

2025/03/19

Learn about a popular business life insurance fringe benefit that uses cash value life insurance. Advanced Planning’s David Szeremet explains how Virtus IUL was positioned to help retain a valued employee with a simple concept. The concept is selective, tax-deductible to the business, and the business maintains control over access to policy cash value.

Planning for RMDs

2025/01/15

Prepare to navigate required minimum distributions this year. Hear from Advanced Planning's Jim Barbee, JD and Carlos Zarate, ChFC, as they discuss RMD basics, timely strategies, and new rules on inherited accounts.

Supreme Court creates buy-sell hurdle (and opportunities) for business owners

2024/06/21

Advanced Planning’s David Szeremet and Jim Barbee discuss Connelly v. United States, a recent U.S. Supreme Court case involving a family business and the federal estate tax. Learn how Connelly may significantly change the planning landscape as it relates to life insurance used in business succession planning.This podcast is a must if you work with business owners. Learn how Connelly potentially creates a tax trap for buy-sell plans funded with life insurance - and learn how to navigate the new ruling with a few simple planning moves.This podcast can arm you with the knowledge and Advanced Planning support necessary to potentially help avoid a “million-dollar problem.”

Business Valuation Service: Uncovering Hidden Sales in Plain Sight

2024/02/01

With over 500 businesses valued and over $1.7 billion in aggregate valuations, Advanced Planning’s Jim Barbee shares his insight and highlights sales opportunities discovered through using the business valuation service.

Exciting Planning Opportunities with Annuities and Trusts

2024/01/05

The Advanced Planning Team is gearing up to help you place annuity business in the advanced planning marketplace. In this episode, Advanced Planning’s David Szeremet shares four significant planning opportunities where annuities and trusts intersect, and how they can grow income and protect wealth.