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The Advanced Consulting Group Podcast

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Location:

United States

Language:

English

Contact:

6142495178


Episodes

Family Meetings - A key element to a successful transition

2/20/2018
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Steve Hamilton discusses this important part of the Land As Your Legacy transition process.

Duration:00:25:57

COLI with Anne Meagher and the NBSG - NFM-17234AO

2/20/2018
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We discuss corporate owned life insurance with the ACG's Anne Meagher and Brian Gefvert of the Nationwide Business Solutions Group pops in to talk about the company's buying COLI and how it's different than other life insurance products.

Duration:00:14:57

Tax Reform Part 2 - NFM-17178AO

2/8/2018
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Anne Meagher and Tom Duncan of Nationwide’s Advanced Consulting Group continue their discussion on the new tax reform law. Part two features an overview and analysis of the changes centered around the taxes for individuals.

Duration:00:26:10

Tax Reform Part 1 - NFM-17177AO

2/8/2018
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Anne Meagher and Tom Duncan of the Advanced Consulting Group join Chad Queen to discuss the highlights and offer some analysis of the new tax reform law. In part one, Anne and Tom discuss the relevant changes in business taxes.

Duration:00:14:37

Building A Plan With Land As Your Legacy - NFM-17079AO

12/11/2017
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Ryan Patton of the ACG and Mike Lauer of Land As Your Legacy join Chad to discuss what is needed to create a customized case design for a transition plan and the common type of cases they've seen.

Duration:00:16:39

Cash Balance Plans - NFM - 16842AO

10/19/2017
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Chuck Rolph and Christine Cushman of the Advanced Consulting Group join Chad to explain cash balance plans, their history and how they work.

Duration:00:28:00

Entity to Cross Purchase with Jake Bosacki and Dave Smucker - NFM - 16208AO

4/25/2017
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Restructuring a business from an entity purchase buy/sell agreement to a cross purchase and how it is funded with the ACG's Jake Bosacki and Dave Smucker.

Duration:00:14:55

A history of ERISA with Chuck Rolph - NFM - 16192AO

4/5/2017
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ERISA and DOL specialist Chuck Rolph talks through the history of ERISA and touches on adviser compensation and fiduciary status.

Duration:00:24:00

Elder Care Planning And LTC With Shawn Britt - NFM-15948AO

10/18/2016
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Chad talks with Nationwide's long-term care specialist Shawn Britt about the need for LTC, considerations and solutions. They also cover common elder care scenarios and the ways that product solutions are paid out.

Duration:00:27:38

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