The Next Level Advisor

The Urgency of Estate Planning: Navigating the 2026 Tax Sunset

In this episode of The Next Level Advisor, Ed brings together expert guests Steve Sussel, Managing Director at Marshall Stevens, and Mike Sorenson, Director of Institutional Relationships, to discuss the imminent 2026 tax sunset and its impact on estate planning. With time running out before a 50% reduction in the estate tax exemption, they share insights on recent rulings like Connelly vs. US and how business owners can avoid the rush and prepare for these sweeping changes. Learn why acting now is critical, as 2025 brings urgency and 2026 could present an estate planning emergency.

The Future of Life Insurance Policy Reviews

Curious about the future of life insurance policy reviews? 

In the latest episode of The Next Level Advisor, Ed sits down with Barry Flagg, the inventor and founder of Veralytic, to discuss how his groundbreaking approach is revolutionizing life insurance policy reviews. Together, they explore the evolution of this process and how Veralytic is changing the industry from the inside out.

How Premium Financing can TRANSFORM Financial Planning

On this episode of The Next Level Advisor Podcast, Ed Morales is joined by the team at NextPoint Financial to discuss how advisors can use leverage to maximize their clients' opportunities. Through their unique approach to premium financing, estate planning, and risk mitigation, they help advisors transform their approach to complex planning.

Why it's time to rethink long-term care coverage | Virginia Barausky | Next Level Advisor Podcast

The way your clients approach long-term care coverage could mean the difference between a life of security, and one of uncertainty and risk.

In our latest episode of the Next Level Advisor Podcast, we sit down with long-term care specialist Virginia Barausky to discuss the critical importance of incorporating long-term care planning into your clients' financial strategies.

Cash Balance Plans: The key to tax savings for business owners | The Next Level Podcast

Tom Worthington has worked with countless advisors and business owners to help them save on taxes. Today, he shares some key insights into one of the most valuable strategies he employs: cash balance plans. Both advisors and business owners will walk away from this conversation understanding why cash balance plans are such a powerful tool for tax savings.

Why business owners NEED estate planning

Why do business owners need estate planning? What's at stake, and what are the opportunities? 

 

We're joined again by Andrew Weinhaus on The Next Level Advisor Podcast as he shares about the value of estate planning for business owners in 2024. 

How The Pinnacle Group is disrupting the financial services industry

How does an organization disrupt an industry? Today on The Next Level Advisor Podcast, we're joined by Jason Borek, Chief Growth Officer of The Pinnacle Group. Hear him share how Pinnacle's unique approach to the industry has reshaped the way many advisors do business.

The Tax Savings Strategy That Every Business Owner NEEDS to Hear | The Next Level Advisor Podcast

Today we're joined by Scott McHenry, President and Chief Actuary of McHenry Advisors, as he shares about the power of cash balance plans. If you're an advisor with business owners who are looking for tax savings, this is a strategy you need to be aware of.

Where is the Annuity Industry Heading in 2024? Next Level Advisor Podcast feat. Morgan Christiansen

On today's episode of The Next Level Advisor, we're joined by Morgan Christiansen, VP of Distribution at The Pinnacle Group. Morgan has worked with countless advisors to provide them with invaluable insight into the annuity marketplace, and today, he's here to pass that insight on to our listeners.

What advisors need to know about family limited partnerships

What should advisors know about family limited partnerships?

 

Andy Weinhaus, a leading estate planning attorney, joins us to answer that question and many more. Learn how he works with Pinnacle's advanced planning team to help advisors provide crucial family limited partnership planning for their clients in preparation for the 2026 estate tax sunset.