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Global Atlantic Financial Group
Advanced Sales Insider
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Episodes of Advanced Sales Insider
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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 o
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 pion
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 t
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 strategie
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 producer
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 f
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 f
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.
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.
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
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
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 g
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 gu
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
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 spe
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 d
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
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
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
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 insuranc
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