Advanced Planning Sushi

About Advanced Planning Sushi

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

Publisher

AuguStar Financial

Category

business

Language

en

Explicit

No

First episode

20 Mar 2020

Latest episode

25 Jun 2026

Latest episodes

44 episodes in the feed.

1. 

   25 Jun 2026

   Working with 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 consultations for an advanced planning case and the need for life insurance planning when serving business owners.

2. 

   15 May 2026

   Roth 401(k) Catch Up Alternative

   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).

3. 

   5 May 2026

   Executive Bonus basics, designs and ways to use

   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.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

2 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 4 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

8

Social presence

0

YouTube

0

Engagement

0

Contact Advanced Planning Sushi

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.