AXA, Life with inSight: Life Insurance Sales Podcast Series for Financial Professionals

Kyle Cormney of FTI Consulting shares his thoughts on the midterm election results and what we might expect in the future. With these potential legislative changes on the horizon, his insights could help you be prepared with the appropriate strategies to support your clients. GE-5247780.1 (12/22) (Exp. 12/24) Guest: Kyle Cormney

Steve Oshins demonstrates how to utilize different types of Trusts in the Estate Planning arena. Listen in as he shares the "secret sauce" that could benefit both you and your clients when it comes to planning for the future. GE-4621595.1 (3/22) (expires 3/24) Guest: Steve Oshins

Randy O'Brien, founder of Corporate and Endowment Solutions, CES, shares a different approach on how to prepare clients for retirement. See how this strategy can help clients be ready for the future. GE-4866694.1 (10/22) (Exp. 10/24) Guest: Randy O'Brien

Join us as Equitable's Mark Teitelbaum interviews Ken Kozlowski on how to navigate the current investment landscape in the face of the unprecedented economic and geo-political challenges that influence our economy today. GE-4621595.1 (3/22) (expires 3/24) Guest: Ken Kozlowski

Behavioral finance studies why people make certain financial choices and how those choices can affect markets. Listen to this overview from expert Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL. Use this tactic to enhance your sales approach and grow your practice. GE-4117549.1 (1/22) (Exp.1/24) Guest: Michael Kitces

There are multiple income and wealth transfer tax bills working their way through Congressional Committees. These bills could have a profound impact on Estate Planning. Learn about flexible planning options financial professionals can offer to support clients' Estate Planning goals. GE-3783943.1 (10/21) (Exp 10/23)

Productivity for Insurance and Financial Advisors identifies the fundamental strategies and mindset to reclaim focus and increase productivity. -- GE-3878137.1 (10/21) (Exp 10/23)

Thought leader and best-selling author, David McKnight, provides his top insights on financial strategies and tax planning for financial professionals and clients. Listen to this podcast to learn about the current tax environment, why asset location is significant, and what a vitally important role life insurance can play while planning for retirement. Thought Leadership paper GE-3708106 (8/21) (Exp 8/23) Guest: David McKnight

Wade D. Pfau, PhD, is Professor of Retirement Income in the PhD in Financial and Retirement Planning program, Co-Director of the New York Life Center for Retirement Income, and RICP® program director at The American College of Financial Services. GE-3474402 (3/21) (Exp. 3/23) Guest: Wade Pfau

Michael Finke, PhD, CFP®, a nationally renowned researcher focuses on the value of financial advice, shares his insights and tips on the current investment environment and tax efficient investing with asset location strategies. GE-3474411 (03/21) (Exp. 03/23) Guest: Michael Finke

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. GE-3474421 (3/21) (Exp 3/23) Guest: Andrew DeMarco

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Partner at Keebler and Associates, provides discerning forecasts and projections on future tax proposals from the President Biden administration. Understand the possibilities and prepare for sales opportunities to best serve your clients. -- IU-3412270 (1/21) (Exp. 1/23)

Join us as Paulina Vakouros, Lead Director of Marketing for Protection Solutions at Equitable and Dr. Sandra Timmermann, EdD, a nationally recognized expert in gerontology, have an informative discussion on how you can help your clients pursue long-term financial security with long-term care protection. They discuss costs, trends in caregiving, how to have “the conversation” and how to integrate long-term care into a holistic retirement plan. -- IU-3227501 (9/20) (9/22)

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. -- IU-3293964 (10/20) (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 may affect the financial services industry and your client's planning. -- 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. -- IU-3063132 (10/20) (Exp. 10/22)

The SECURE Act, recently overshadowed by market volatility, will have a long-term effect on client planning. Listen to this important podcast to gain insight on navigating through these turbulent times along with best practices to support new and existing clients. -- IU-2999930 (05/20) (Exp. 05/22)

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)

Market Volatility has affected all our planning and clients. Gain insights on navigating through these turbulent times along with best practices to support new and existing clients. -- IU-3015039 (03/20) (Exp. 03/22)

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. -- IU-2923935 (11/20) (Exp. 11/22)

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)