Succession Planning with Stephan Leimberg

Succession Planning with Stephan Leimberg

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.

Premium Finance with Julian Movsesian and Michael Rothman

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 environment – learn how premium financing can play an important role in your clients’ large case opportunities.

Melvin Warshaw Part 1: Defining key issues in the foreign national market

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 2. Link: Download Melvin Warshaw's exclusive resource materials [http://www.globalatlanticlife.com/sites/globalatlanticlife.com/files/upload/files/external/Melvin_A_Warshaw_podcast_episode_resources.pdf]

Hot opportunities in Advanced Markets

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 flows and you’re sure to find something you can use to grow your own practice. Listen in.

The foreign national market for life insurance

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.