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Randy Zipse, JD, AEP (Distinguished)(R) brings you timely interviews with industry experts on important topics that may impact you and your clients.
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Advanced Sales Insider
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Succession Planning with Stephan Leimberg
1:07:26
1:07:26
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1:07:26
Many insurance, tax, and legal professionals focus on the tax aspects of succession planning when, in reality, personalities and family dynamics are a much more important part of planning for small business owners. You won’t want to miss this opportunity to hear Steve’s perspective and practical experiences on this important topic.…
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Advanced Sales Insider
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Premium Finance with Julian Movsesian and Michael Rothman
55:01
55:01
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55:01
Listen in as Global Atlantic’s Randy Zipse, AEP®(Distinguished) discusses life insurance premium financing with Julian Movsesian, MBA, President and CEO, and Michael Rothman, CFP, Executive V.P., Succession Capital Alliance. Julian is a pioneer in premium financing and Succession Capital is a leader in the field. In today’s exceptional economic env…
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Advanced Sales Insider
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Melvin Warshaw Part 1: Defining key issues in the foreign national market
34:27
34:27
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34:27
In the first episode of a two-part podcast, Randy and his guest, Attorney Melvin Warshaw, explore the growing market opportunity for producers in the foreign national market. Get familiar with current issues and considerations and be prepared to take it to the next level when Randy and Mel discuss strategy and planning for foreign nationals in part…
Randy welcomes Lina Storm to the Global Atlantic team. They open a conversation about opportunities for producers to be successful in advanced sales. From the growing foreign national market to buy sell agreements, estate equalization strategies, planning for special needs children and the impact of increased longevity on planning, the conversation…
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Advanced Sales Insider
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The foreign national market for life insurance
35:08
35:08
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35:08
Randy's guest, Bill Crane, discusses life insurance opportunities in the foreign national market. High Net-worth Foreign Nationals with business or other ties to the U.S. are a growing market. Carriers are developing programs to assist producers with cases like these. Listen in to learn more.By Randy Zipse
In this "flash back" episode, recorded before the recent election, Randy and guests discussed the now dead DOL and the SEC and state efforts to step into the mix. Predicting that the SEC will issue guidelines next year, California is likely following NY into Best Interests regulations for life insurance. This podcast briefly addressed the three pie…
As the year comes to a close, listen to Randy and guest, Steve Kroeger of Crump as they talk about split dollar strategies leveraging lower corporate tax rates.By Randy Zipse
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Advanced Sales Insider
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A deep dive on multi-generational split dollar with Richard Harris
38:14
38:14
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38:14
Randy and guest, Richard L. Harris, CLU AEP©, get into an in depth discussion of the current legal considerations surrounding loan regime split dollar, especially in the multi-generational context. It’s a complicated time for these arrangements, which are still an exciting planning tool for people of high net worth. Listen in as Randy and Richard g…
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Advanced Sales Insider
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What's coming from Washington? A conversation with AALU CEO Marc Cadin
30:49
30:49
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30:49
Randy and guest, Marc Cadin new CEO of AALU talk about the future direction of this important organization. Marc’s inspiring view of the important mission of our industry is a “can’t miss” moment. Get the full rundown on Marc’s predictions for what could be coming for new tax changes and legislative changes going through the fall election and into …
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Insurance and planning for blended families part 2
39:41
39:41
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39:41
Blended families can have different needs when it comes to financial planning and life insurance. In the second of two special podcast episodes, Randy Zipse has an in depth discussion of ways to approach planning for blended families with his guest, Emily Bouchard. Emily’s wealth of experience in working with blended families may add to your unders…
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Advanced Sales Insider
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Insurance and planning for blended families part 1
42:51
42:51
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42:51
Blended families can have different needs when it comes to financial planning and life insurance. In the first of two special podcast episodes, Randy Zipse has an in depth discussion of ways to approach planning for blended families with his guest, Emily Bouchard. Emily’s wealth of experience in working with blended families may add to your underst…
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Advanced Sales Insider
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Split Dollar in the news the Cahill case with Larry Brody
25:35
25:35
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25:35
Larry Brody, Esq., Partner, Bryan Cave LLC, and Randy Zipse discuss the Cahill case on Multi-Generational Split Dollar. Since Morrissette in 2016, few concepts have caught the attention of high-end insurance producers like “multi-generational” or “discount” split dollar. Split dollar can be a powerful means of funding permanent life insurance for f…
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Appropriate asset protection with Steve Oshins and Randy Zipse
33:54
33:54
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33:54
Steve Oshins, Esq., AEP (Distinguished) is an NAECP Hall of Fame® inductee and a specialist in the area of asset protection. While tax laws change, asset protection is always a relevant topic. Would you know when to refer your clients to a specialist like Steve? Are you familiar with Domestic Asset Protection Trusts and how various state statutes a…
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Impacts of the 2017 Tax Act on High Net-Worth Individuals
33:49
33:49
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33:49
Randy Zipse’s podcast guest this week is Larry Brody, an exceptionally accomplished and well known expert on estate planning with a legal practice that focuses on planning for high net-worth individuals, using life insurance and non-qualified deferred compensation planning. Recent episodes of our podcast focused on the impact of the recent tax law …
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Legacy and Philanthropic Planning with Alan Pratt
36:39
36:39
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36:39
Listen as Randy and Alan discuss the evolution of Alan’s life insurance practice to become a planning practice with a very specific mission. Alan helps families design legacy plans that are values-based and meaningful to them. This discussion includes details of how Alan works with clients and families to uncover the purpose they envision for their…
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Melissa Wandall's personal story of life insurance
29:05
29:05
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29:05
This episode is a personal story of life insurance, told by an extraordinary person. Melissa Wandall and Randy Zipse discuss the loss of Melissa's husband Mark and the way his life insurance helped their family continue on. Melissa's path to advocacy and outreach has led to amazing outcomes, from her role as President of the National Coalition for …
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Randy Zipse, JD, AEP(Distinguished)® Interviews Linas Sudzius, JD, CLU, ChFC on the Tax Cut and Jobs Act of 2017
40:28
40:28
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40:28
In this episode, Global Atlantic’s Randy Zipse talks to Linas Sudzius about his early interpretations of the GOP Tax Bill. Randy and Linas talk about changes impacting both individuals and businesses and look at opportunities for life insurance professionals. Tax law has always brought opportunity for financial professionals. Today is no different.…
