Equitable Life with inSight: Recent Episodes
Equitable Life Insurance Company
Life with inSight is a life insurance sales podcast series designed for busy financial professionals. In a short amount of time, you can learn about important industry topics from subject matter experts. Tune in today to hear more about how these important issues can impact financial, estate and business planning and sales of life insurance products and services.
DISCLOSURE: Life Insurance is issued by AXA Equitable Life Insurance Company, NY, NY., or MONY Life Insurance Company of America an Arizona stock corporation with its main administration office in Jersey City, NJ 07310. Fixed life is co-distributed by AXA Network LLC. and AXA Distributors LLC. Please be advised that this presentation is not intended as legal or tax advice. Accordingly, any tax information provided in this presentation is not intended or written to be used, and cannot be used, by any taxpayer for the purposes of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transaction(s) or matter(s) addressed and you should seek advice based on your particular circumstances from an independent tax advisor. Life insurance is not a deposit of any bank, is not FDIC insurance, is not insured by any federal government agency and is not guaranteed by any bank or savings association. GE-138373 (7/18) (Exp. 7/20)
In this episode, we speak with Tom Thomas, Regional Vice President at Equitable Distributors LLC, about how regular policy reassessments can align your clients' life insurance with their evolving circumstances and financial goals. Whether nearing retirement, facing life changes, or optimizing coverage, this episode provides key insights to support their objectives.
GE-7829326.1 (4/25) (Exp. 4/29)
Additional material:
- The PPH Exam Approach to Policy Review [9-page client brochure]
Guest: Tom Thomas, Regional Vice President of Life Distribution at Equitable Distributors, LLC
Download transcript here.
Tom McGlynn sits down with Collin Minor, the Director of Business Development at Advisor Controls, to discuss planning for retirement, navigating benefits and understanding the potential impact of the Social Security Fairness Act. Listen in while they break down the complexities and make them understandable to guide your clients on their journey toward financial security.
GE-7750384.1 (3/25) (Exp. 3/29)
Guest: Collin Minor, Director of Business Development at Advisor Controls
Download transcript here.
In this episode, Equitable Advanced Markets' Tom McGlynn and guest Jennifer Fox delve into the transformative effects of the 2024 election on the financial industry, highlighting the intricate interplay between political shifts and financial strategies. Listen in where they focus on the implications for tax policies, regulatory changes, and economic forecasts.
GE-7430807.1 (12/24) (Exp. 12/28)
Guest: Jennifer Fox, Vice President of Federal Affairs at Finseca
Additional link: Jennifer Fox honored for Financial Security Advocacy [ceoupdate.com article]
Download transcript here
In this episode, explore the evolving landscape of long-term care planning. Stephen Coskran, Equitable Advanced Markets, simplifies the complexities and provides insights on the future of long-term care. These top planning tips are crucial for navigating this essential aspect of holistic life planning.
GE-7359612.1 (12/24) (Exp. 12/28)
Guest: Stephen Coskran, ChFC®, CLU®, NQPC™, CLTC®, CEPA®
Download transcript here.
Join us as we discuss with Kyle Cormney of FTI Consulting the potential effects of upcoming tax policy changes on the sale of life insurance and annuities. We'll also explore the opportunities available for financial professionals in today's market.
GE-7078003.1 (10/24) (Exp. 10/28)
Guest: Kyle Cormney, FTI Consulting
Download transcript here.
This is an episode you won't want to miss! Join us to learn about our newest protection-focused VUL and how it could provide the peace of mind your clients are looking for when it comes to protecting their future.
GE-6709620.1 (7/24) (Exp. 7/28)
Additional link: Equitable VUL Incentive Life Protect℠ client brochure [8-page brochure]
Guest: Keith Wziontko, Regional Vice President with Life Distribution at Equitable Distributors, LLC
Download transcipt here.
Don't miss this informative episode where Melissa Bova from Finseca will provide her knowledge and insight about the industry's position on long-term care regulations. We'll discuss the current legislative landscape and its impact on proposed mandatory coverage in certain states nationwide.
GE-6684163.1 (6/24) (Exp. 6/28)
Additional link:
- Finseca LTC legislative map [image]
Guest: Melissa Bova, Vice President of State Affairs, Finseca
Download transcript here.
Join us for this inspiring podcast where we discuss navigating the complexities of today's closely-held business space. Find out what our special guests are experiencing, and gain insights from these highly-regarded professionals in the field.
GE-6651263.1 (5/24) (Exp. 5/28)
Additional link:
- The Business Strategies Group Advisor Marketing Process [1-page overview]
Guests: Mark Rooney, CFP®, CLU, ChFC, and Jamie Smith, JD, from The Business Strategies Group of Southern California
Download transcript here.
Join us for this inspiring podcast where we discuss navigating the complexities of today's closely-held business space. Find out what our special guests are experiencing, and gain insights from these highly-regarded professionals in the field.
GE-6609247.1 (5/24) (exp. 5/28)
Additional links:
- Intro to The Business Strategies Group [1-minute video]
- The Business Strategies Group Infographic [2-page overview]
Guests: Mark Rooney, CFP®, CLU, ChFC, and Jamie Smith, JD, from The Business Strategies Group of Southern California
Download transcript here.
Karen Barr shares with us not only what the roles of an RIA are, but what they bring to the table when it comes to creating effective financial strategies for clients.
Guest: Karen Barr, President and Chief Executive Officer of the Investment Adviser Association (IAA)
GE-6158953.1 (1/24) (Exp 1/26)
Download transcript here.
Stephanie Shields, head of Equitable Employee Benefits, shares her thoughts about the challenges and opportunities that the Employee Benefits market is facing today. She will discuss how we can develop strategies to help address the needs and concerns of employers seeking to offer a meaningful and competitive benefit package to their employees.
Guest: Stephanie Shields, head of Equitable Employee Benefits
GE-6055006.1 (10/23) (Exp.10/25)
Download transcript here.
On average, women lag far behind men in retirement confidence, contributions and savings. Alexis Daughtridge, Equitable Distributors and Nory Gonzalez, Equitable Group Retirement, explain why and show us how to help more women get the life insurance coverage they need. GE-5788263.1 (7/23) (Exp. 7/25)
Guests: Alexis Daughtridge and Nory Gonzalez
Download transcript here.
Melissa Bova, Vice President of State Affairs at Finseca, speaks to the potential Long-Term Care Act for California. Hear how to prepare for this huge opportunity and beyond, as other states may quickly follow suit.
GE-5713456.1 (6/23) (Exp. 6/25)
Lance Belline, CFP, Equitable Advisor and the author of the popular book More Wealth, Less Taxes, shares his top tips about potential tax savings, wealth creation and financial pitfalls to avoid.
Download transcript here.
GE-5665220.1 (5/23) (Exp. 5/25)
Guest: Lance Belline
Listen in as we speak with Adam Holt, a seasoned financial professional and CEO of Asset-Map Holdings. He'll share knowledge and data on what really matters to clients. As a business owner, he has worked with numerous Financial Professionals and clients to simplify their financial planning by leveraging technology. What are his top insights? Press play to find out.
GE-5484714.1 (3/23) (Exp 3/25)
Guest: Adam Holt
We all know that life insurance equals protection. However, did you know it can also be considered an asset that could be utilized in retirement? Join us as Steve Parrish discusses how leveraging all the benefits of life insurance can help prepare your clients for the future.
GE-5247780.1 (3/23) (Exp 1/25)
Guest: Steve Parrish of the American College of Financial Services
Michael Geeraerts of Equitable's Advanced Markets Team is joined by Kyle Cormney, Managing Director at FTI Consulting, to discuss the probable legislative and regulatory impact on the retirement industry in the wake of the 2022 U.S. midterm elections.
Thomas McGlynn of Equitable's Advanced Markets Group is joined by trust and estate lawyer Steven Oshins to discuss the uses of different types of trusts for estate planning.
Thomas McGlynn of Equitable's Advanced Markets Group is joined by Corporate and Endowment Solutions founder Randy O'Brien to discuss asset location strategy and the Life Income Plan (SM).
Mark Teitelbaum of Equitable's Advanced Markets Team is joined by certified financial planner and Managing Director of Equitable Life Insurance Company Ken Kozlowski to discuss sound investment strategies in a turbulent world.
Thomas McGlynn, Advanced Markets Director at Equitable, is joined by financial planning strategist and author Michael Kitces for a discussion about the study of behavioral finance and its applications in the financial services industry.
Michael Kitces is the Chief Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in financial planning and helping to make financial advisors better and more successful, and the Head of Planning Strategy at Buckingham Wealth Partners. He is also the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning continuing education blog Nerd's Eye View.
Mark Teitelbaum, Vice President of Advanced Markets at Equitable Distributors, is joined by veteran estate planning attourney and author James Blase of Blase & Associates for a discussion about the effects of upcoming changes to estate tax law at the end of 2021. There are multiple income and wealth transfer tax bills working their way through Congressional Committees. These could have a profound, and possible retroactive effect on client planning. This podcast episode will explore what planning financial professionals can offer their clients, particularly with an eye on flexibility should their plans not pass or for clients hesitant to do planning.
Thomas McGlynn, Advanced Markets Director at Equitable, is joined by author and speaker Doug Grady for a discussion about improving productivity and avoiding burnout. Productivity for Insurance and Financial Advisors identifies the fundamental strategies and mindset to reclaim focus and increase productivity.
Host Christian Kaplan, CFA and Head of Specialty Markets at Equitable Distributors, is joined by guest David McKnight, author of The Power of Zero and Tax-Free Income for Life, to discuss asset allocation, distribution planning, and the effects of changing tax structures.
Thomas McGlynn, Advanced Markets Director at Equitable, is joined by Wade Pfau, Professor of Retirement Income, RICP Program Director, and Co-Director of the New York Life Center for Retirement Income, to discuss the use of life insurance in managing market and investment risk in retirement planning.
Host Christian Kaplan, Head of Specialty Markets and Macro Strategy at Equitable Distirbutors, is joined by guest Michael Finke, Professor of Wealth Management, Director for the Granum Center for Financial Security, and the Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services, to discuss the role of life insurance in implementing a sound asset location strategy for tax efficient investing.
IRC Section 7702, what changed?
Equitable’s Andrew DeMarco, Head of Life Market Strategy, fills us in on the changes, the impact and the opportunity for you and your clients.
IU-3474421 (3/21) (Exp 3/23)
Guest: Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 250 favorable private letter rulings including several key rulings of “first impression.” He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 25 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute and is the immediate past the chair of the AICPA’s Advanced Estate Planning Conference, serving in that capacity from 2014-2020.
Guest: Dr. Sandra Timmermann, EdD, a Doctor of Education and a nationally recognized gerontologist with a focus on aging and its relation to business.
Join us as Paulina Vakouros, Lead Director of Marketing for Protection Solutions at Equitable and Dr. Sandra Timmerman, EdD, a nationally recognized expert in gerontology, have an engaging discussion on the many issues surrounding Long-Term Care. They’ll talk about costs, trends in caregiving, opening up conversations with family members to discuss Long-Term Care and how to integrate Long-Term Care into a holistic retirement planning approach to care giving.
Guest: Armstrong Robinson, Chief Advocacy Officer, FINSECA
A Post Presidential Election Analysis. Listen in on the discussion about the election results and – more importantly – the effect of those results on the economy, financial landscape and planning that can be done for clients.
Compliance number: IU-3293964 (10/200 (Exp 10/22)
The 2020 Presidential and Congressional races are heavily contested and very high profile. Ahead of the election, Equitable’s Lobbyist, Kyle Cormney, from FTI Consulting, tells us what issues to look for and how the outcome will affect the financial services industry and your client’s planning.
Guest: Kyle Cormney, Senior Director – Strategic Communications, FTI Consulting
IU-3241930 (9/20) (Exp. 9/22)
Join us to hear a discussion about the vital importance of Hybrid Domestic Asset Protection Trusts. Discover how these trusts can be used effectively to insulate and protect your client’s assets and the important role they play in maximizing estate distribution.
Summary: The SECURE Act marked a dramatic shift in retirement income planning. Jamie Hopkins explores key features of the Act, how to protect yourself in retirement in a volatile market and the importance of life insurance in your overall plan.
IU-3015039 (03/20) (Exp. 03/22)
Time: 45:22
Does money buy happiness? Dr. Benjamin Cummings of the American College of Financial Services discusses the psychology behind establishing financial goals, decision-making and the role our emotions play in setting and reaching our desired outcomes. -- IU-2488000 (04/19) (Exp. 04/21)
During times of uncertainty, clients have a harder time facing their future with confidence. Gain insights on navigating through these turbulent times along with best practices to support new and existing clients. Listen in as Equitable’s Trey Reynolds, Shelby Hollister-Share, Brian Sumutka, Mark Teitelbaum, and Marc Belletsky discuss this timely topic.
IU-3015039 (03/20) (Exp. 03/22)
Time: 45:38
Join us as our esteemed guest, Bob Keebler, provides us with must-know information on the new SECURE Act along with actionable steps you can take now to enhance your clients financial position.
Guest: Robert Keebler, CPA/PFS, MST, AEP of Keebler & Associates
Compliance number: IU-2923935 (01/20) (Exp. 05/20)
New York recently introduced amended Regulation 187 which sets Best Interest and Suitability standards for all Life Insurance and Annuity sales transacted in New York. Listen as the experts discuss key aspects of this Regulation and the effects it may have on your sales in New York, both new and post issue. Guests: Larry Rybka, Valmark Securities; Jeff Reed, Advantage Insurance Network; Joy Dawe, Crump -- IU‐2664018 (8/19) (Exp. 8/21)
New York recently introduced amended Regulation 187 which sets Best Interest and Suitability standards for all Life Insurance and Annuity sales transacted in New York. Listen as the experts discuss key aspects of this Regulation and the effects it may have on your sales in New York, both new and post issue. Guests: Larry Rybka, Valmark Securities; Jeff Reed, Advantage Insurance Network; Joy Dawe, Crump -- IU‐2664018 (8/19) (Exp. 8/21)
AXA Equitable Advanced Market's Tom McGlynn interviews Chris Kaplan, VP of AXA Equitable's Specialty Markets and EPG Life Sales on defining life insurance as a separate and distinct asset class along with some of the key benefits of being able to do so. -- IU-2501718 (4/19) (Exp 4/21)
AXA interviews Robert Keebler, CPA/PFS, MST, AEP (Distinguished) on the recent release of regulations under Code Section 199(A), covering the major provisions and lucrative planning opportunities resultant from these regulations. -- IU-2440199 (3/19) (Exp. 3/21)
Join us as Equitable's Tom McGlynn interviews Steve Oshins Esq., AEP (Distinguished) on the vital importance of state income tax planning through the implementation of various types of trusts. Learn how to use this information to help your clients plan for their future and how life insurance plays a critical role in maximizing estate distribution. -- IU-2443337 (3/19) (Exp 3/21)
Dr. Gerry Herbison of the American College of Financial Services discusses the challenges financial professionals often face in taking their practice to the next level and the value of true leadership skills that need to be developed in order to help team members be optimally productive. -- IU-2427814 (2/19) (Exp. 2/21)
2018 - The Year in Review - The overall effect of the Tax Cuts and Jobs Act of 2017, Intergenerational Split Dollar and the NY Suitability Rules. AXA's Tom McGlynn interviews Cindy Wormser, Mark Teitelbaum and Doug Lawson from the AXA Advanced Markets team on each of these issues. - IU-2382338 (1/19) (Exp. 1/21)
Insights on how to supplement and supercharge your retirement planning efforts. Equitable's Tom McGlynn interviews Jaime Hopkins of The American College on how to "Rewire" your Retirement. They cover the major provisions and lucrative planning opportunities in planning for retirement and how life insurance, specifically, can potentially supplement retirement planning strategies. -- IU-140853 (10/18) (Exp. 10/20)
As the mid-term election nears, the results can have a long-term effect on the financial markets, taxes and the planning we do for our clients. See how events are shaping up and how they may affect your planning approaches. Guest: Tom Crawford, FTI Consulting -- IU-140076 (10/18) (Exp. 10/20)
A Post Mid-Term Election Analysis. A discussion regarding the results and the effect that we may see in the financial world, and planning that can be done for clients. Guest: Chris Morton, Executive VP, AALU -- IU-139882 (9/18) (Exp. 9/20)
AXA’s Tom McGlynn interviews Robert Keebler, CPA/PFS, MST, AEP (Distinguished) on the recent release of regulations under Code Section 199(A) focused primarily on the general rules, aggregation rules, anti-abuse rules and the definition of specified services. Guest: Robert Keebler, CPA/PFS, MST, AEP (Distinguished) -- IU-139159 (08/18) (Exp. 08/20)
Policy valuation is a tricky area for clients and their Financial Professional advisors. The IRS has not made this easier, offering little or outdated guidance. This podcast will offer insights into these issues and possible approaches for clients and FPs. -- IU-137551 (6/18) (Exp. 6/20)
Improving Risk-Adjusted Returns in a Portfolio Using Life Insurance: Equitable Advanced Market’s Alex Kim interviews Chris Kaplan, VP of Equitable’s Specialty Markets and EPG Life Sales on permanent life insurance as an asset class, and how insurance death benefits can be used to enhance a client’s risk adjusted wealth transfer. -- IU-135072 (03/18) (Exp. 03/20)
Tax Cut & Jobs Act of 2017 - Equitable's Mark Teitelbaum interviews Robert Keebler, CPA/PFS, MST, AEP (Distinguished) on the major provisions in the tax bill as they relate to individual taxpayers, businesses and business owners. They cover the major provisions and the planning opportunities coming out of the tax bill. -- IU-132233 (12/17) (Exp. 12/19)
Equitable’s Randy Zipse will interview Emily Bouchard, M.S.S.W. They will discuss the emotional, psychological, and legal issues encountered in planning for blended families. Wealth transfer planning is complicated enough for “traditional” families, but when working with blended families the planning becomes even more complex and challenging. IU-122216 (1/17)(Exp 1/19)