business
Hosted by AuguStar Financial · business · EN
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
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Contact path
Public web form
Booking probability
28%
Guest openness
Selective
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Signup to Generate a PitchThe 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.
Advanced Planning is hosted by AuguStar Financial. The show has published 17 episodes to date.
Recent episodes include "Working with Advanced Planning" (25 June 2026, 11 minutes), "Working with Advanced Planning" (25 June 2026, 11 minutes), and "Roth 401(k) Catch Up Alternative" (15 May 2026, 13 minutes).
Advanced Planning publishes roughly monthly, with episodes averaging 11 minutes across 17 episodes.
Booking probability for Advanced Planning is 28%, and the host is rated Selective on guests. Advanced Planning requires a Pod Score of 80 or higher. Advanced Planning's contact route on record: public web form.
The strongest fits for Advanced Planning are Insurance Agencies & Brokers. Advanced Planning has a business audience.
AuguStar Financial hosts Advanced Planning, a business podcast with 17 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Advanced Planning
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...
Advanced Planning
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...
Advanced Planning
New Tax Law Impacting 401(k) Contributions<br />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...
Advanced Planning
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...
Advanced Planning
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)...
Advanced Planning
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...
Advanced Planning
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...
Advanced Planning
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...
Advanced Planning
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...
Advanced Planning
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...
Advanced Planning
Carlos Zarate, ChFC, from the AuguStar Advanced Planning Team reviews Trust-Owned Annuities: From Basics to Pass In-Kind Wealth Transfers.
Advanced Planning
Carlos Zarate, ChFC, from the AuguStar Advanced Planning Team reviews Required Minimum Distribution (RMD) basics, such as the deadline to take your first RMD, as well as strategies around RMD planning. Carlos explains...
Advanced Planning
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...
Advanced Planning
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.
Advanced Planning
Learn several sales strategies using AuguStar’s new Protection IUL product in the advanced planning marketplace. Hear from Advanced Planning’s David Szeremet and Jim Barbee in this round-table discussion.
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...
Advanced Planning
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.
Advanced Planning
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...
Advanced Planning
In support of Life Insurance Awareness Month, Advanced Planning’s David Szeremet discusses the intersection of life insurance and advanced planning, and shines a light on 10 evergreen, but sometimes overlooked, life...
Advanced Planning
Advanced Planning’s David Szeremet shares tips to help your clients maximize their retirement income. We’re calling them “retirement distribution hacks,” because they are simple things you can do to help make your...
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AuguStar
Advanced Planning
Advanced Planning
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