Podcast appearances and mentions of randy zipse

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.  

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 understanding of ways to approach planning for unique families. A leading expert in field of blended family dynamics for fifteen years, 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. Emily also

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 understanding of ways to approach planning for unique families. A leading expert in field of blended family dynamics for fifteen years, Emily has been interviewed for The Today Show, CNN, WSJ, Bloomberg Businessweek and the New York Times. Emily also co-authored Estate Planning for the Blended Family with L. Paul Hood.

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 family business and estate planning. “Multi-generational” split dollar can be an effective way to use family wealth for long-term planning.   While promoters have marketed multi-generational split dollar to pass along family wealth on a deeply discounted basis, others wonder if the purported benefits are too good to be true.   The Cahill case, in large part, provides us with the IRS opinion on that question! Cahill is significant for those considering this concept.   Larry and Randy discuss what the court said and what it did not.   If you work with estate planning clients, you will not want to miss this podcast.  

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 affect the type of trusts that can be established?  Listen in as Steve and Randy discuss general background on asset protection trusts and how they can serve to appropriately insulate wealth.

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 changes for business owners. This episode is a detailed discussion of the impacts of changes for individuals.  Some changes are minimal, others are significant and no one is better prepared to deliver a succinct analysis of this than Larry Brody. 

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 Safer Roads, the money she's raised for paralysis research with the Florida Project to the camp she runs for grieving children and teens.  You'll be reminded just how valuable your work is when you listen to Melissa's story. 

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.   Be prepared to discuss important changes with your clients and understand where life insurance may be a fit.

This is the third and final portion of the series on insurable interest. Steve Leimberg and Randy Zipse of the John Hancock discuss the latest trends and key issues in this most important and currently notable area.They warn practitioners that more insurable interest cases and rulings can be expected and that a failure to meet both the letter and the spirit of insurable interest laws will not only lead to lawsuits and policy rescissions - but in the life settlement and investor-initiated life insurance (SOLI and CHOLI) areas - are indicative of consumer and insurance fraud. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This is the third and final portion of the series on insurable interest. Steve Leimberg and Randy Zipse of the John Hancock discuss the latest trends and key issues in this most important and currently notable area.They warn practitioners that more insurable interest cases and rulings can be expected and that a failure to meet both the letter and the spirit of insurable interest laws will not only lead to lawsuits and policy rescissions - but in the life settlement and investor-initiated life insurance (SOLI and CHOLI) areas - are indicative of consumer and insurance fraud. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This is the third and final portion of the series on insurable interest. Steve Leimberg and Randy Zipse of the John Hancock discuss the latest trends and key issues in this most important and currently notable area.They warn practitioners that more insurable interest cases and rulings can be expected and that a failure to meet both the letter and the spirit of insurable interest laws will not only lead to lawsuits and policy rescissions - but in the life settlement and investor-initiated life insurance (SOLI and CHOLI) areas - are indicative of consumer and insurance fraud. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This Podcast is Part II in a discussion on Insurable Interest between Steve Leimberg and Randy Zipse of the John Hancock. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This Podcast is Part II in a discussion on Insurable Interest between Steve Leimberg and Randy Zipse of the John Hancock. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This Podcast is Part II in a discussion on Insurable Interest between Steve Leimberg and Randy Zipse of the John Hancock. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This Podcast is Part II in a discussion on Insurable Interest between Steve Leimberg and Randy Zipse of the John Hancock. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This Podcast is Part II in a discussion on Insurable Interest between Steve Leimberg and Randy Zipse of the John Hancock. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This Podcast is Part II in a discussion on Insurable Interest between Steve Leimberg and Randy Zipse of the John Hancock. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This Podcast is Part II in a discussion on Insurable Interest between Steve Leimberg and Randy Zipse of the John Hancock. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This Podcast is the first in a 3 part series on Insurable Interest. In this Podcast, Steve Leimberg and Randy Zipse of the John Hancock discuss the underlying philosophy and legal background. In the following Podcasts, Steve and Randy will cover more specific situations such as the insurable interest between spouses, unmarried couples, parents and children, partners and their partnerships, and employers and employees. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This Podcast is the first in a 3 part series on Insurable Interest. In this Podcast, Steve Leimberg and Randy Zipse of the John Hancock discuss the underlying philosophy and legal background. In the following Podcasts, Steve and Randy will cover more specific situations such as the insurable interest between spouses, unmarried couples, parents and children, partners and their partnerships, and employers and employees. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This Podcast is the first in a 3 part series on Insurable Interest. In this Podcast, Steve Leimberg and Randy Zipse of the John Hancock discuss the underlying philosophy and legal background. In the following Podcasts, Steve and Randy will cover more specific situations such as the insurable interest between spouses, unmarried couples, parents and children, partners and their partnerships, and employers and employees. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This Podcast is the first in a 3 part series on Insurable Interest. In this Podcast, Steve Leimberg and Randy Zipse of the John Hancock discuss the underlying philosophy and legal background. In the following Podcasts, Steve and Randy will cover more specific situations such as the insurable interest between spouses, unmarried couples, parents and children, partners and their partnerships, and employers and employees. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This Podcast is the first in a 3 part series on Insurable Interest. In this Podcast, Steve Leimberg and Randy Zipse of the John Hancock discuss the underlying philosophy and legal background. In the following Podcasts, Steve and Randy will cover more specific situations such as the insurable interest between spouses, unmarried couples, parents and children, partners and their partnerships, and employers and employees. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This Podcast is the first in a 3 part series on Insurable Interest. In this Podcast, Steve Leimberg and Randy Zipse of the John Hancock discuss the underlying philosophy and legal background. In the following Podcasts, Steve and Randy will cover more specific situations such as the insurable interest between spouses, unmarried couples, parents and children, partners and their partnerships, and employers and employees. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This Podcast is the first in a 3 part series on Insurable Interest. In this Podcast, Steve Leimberg and Randy Zipse of the John Hancock discuss the underlying philosophy and legal background. In the following Podcasts, Steve and Randy will cover more specific situations such as the insurable interest between spouses, unmarried couples, parents and children, partners and their partnerships, and employers and employees. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This is Part II of the PodCast interview between Randy Zipse of the John Hancock and Steve Leimberg on the subject of life insurance in charitable planning. Part I covered some of the problems and issues a life insurance professional must anticipate and questions a charitable development officer should be considering when contemplating the use of life insurance to meet charitable objectives.Part II covers the advantages of using life insurance as a tool in charitable planning and discusses 13 ways it can be implemented. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This is Part II of the PodCast interview between Randy Zipse of the John Hancock and Steve Leimberg on the subject of life insurance in charitable planning. Part I covered some of the problems and issues a life insurance professional must anticipate and questions a charitable development officer should be considering when contemplating the use of life insurance to meet charitable objectives.Part II covers the advantages of using life insurance as a tool in charitable planning and discusses 13 ways it can be implemented. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This is Part II of the PodCast interview between Randy Zipse of the John Hancock and Steve Leimberg on the subject of life insurance in charitable planning. Part I covered some of the problems and issues a life insurance professional must anticipate and questions a charitable development officer should be considering when contemplating the use of life insurance to meet charitable objectives.Part II covers the advantages of using life insurance as a tool in charitable planning and discusses 13 ways it can be implemented. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This is the first of two PodCasts with discussions between Randy Zipse of the John Hancock and Steve Leimberg on the topic of life insurance in charitable planning. This first Podcast discusses some of the issues a charity's development officer must consider before considering a life insurance proposal - and some of the roadblocks a life insurance agent faces when trying to present a proposal involving the use of life insurance in charitable planning.Part II considers some of the many positive, ethical, and highly beneficial ways life insurance can be used in charitable planning. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This is the first of two PodCasts with discussions between Randy Zipse of the John Hancock and Steve Leimberg on the topic of life insurance in charitable planning. This first Podcast discusses some of the issues a charity's development officer must consider before considering a life insurance proposal - and some of the roadblocks a life insurance agent faces when trying to present a proposal involving the use of life insurance in charitable planning.Part II considers some of the many positive, ethical, and highly beneficial ways life insurance can be used in charitable planning. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

This is the first of two PodCasts with discussions between Randy Zipse of the John Hancock and Steve Leimberg on the topic of life insurance in charitable planning. This first Podcast discusses some of the issues a charity's development officer must consider before considering a life insurance proposal - and some of the roadblocks a life insurance agent faces when trying to present a proposal involving the use of life insurance in charitable planning.Part II considers some of the many positive, ethical, and highly beneficial ways life insurance can be used in charitable planning. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com