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.
Out in 10: RMDs and the SECURE Act
The power of omission – OBBBA three things
Trust-Owned Annuities: From Basics to Pass In-Kind Wealth Transfers
Supreme Court creates buy-sell hurdle (and opportunities) for business owners
Business Valuation Service: Uncovering Hidden Sales in Plain Sight
Exciting Planning Opportunities with Annuities and Trusts
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