Please join Global Atlantic’s Randy Zipse, JD, AEP® (Distinguished) as he interviews industry legend Stephan Leimberg. Randy and Steve will discuss the personal aspects of family business succession planning.

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.

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. Visit http://www.globalatlanticlife.com/warshaw to get Melvin Warshaw's exclusive resource packet

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.

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.

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 pieces of tax legislation passed in the House this fall –(1) making permanent Individual tax cuts, (2) small business stimulation, and (3) family savings.

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, which are still an exciting planning tool for people of high net worth. Listen in as Randy and Richard go into detail and help identify potential pitfalls so you can try to avoid future problems. Spoiler alert: involve an attorney!

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 2019.

Blended families have different needs for planning and life insurance. In two special episodes, Randy Zipse has an in depth discussion with his guest, Emily Bouchard. Formerly managing partner of Wealth Legacy Group, Emily is now a Strategic Wealth Coach at Ascent Private Capital Management. Co-author of Estate Planning for the Blended Family, Emily has been interviewed for The Today Show, CNN, WSJ, Bloomberg Businessweek and the New York Times.