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

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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 bus…

AXA Equitable Life Insurance Company


    • Dec 2, 2022 LATEST EPISODE
    • infrequent NEW EPISODES
    • 30m AVG DURATION
    • 91 EPISODES


    Search for episodes from AXA, Life with inSight: Life Insurance Sales Podcast Series for Financial Professionals with a specific topic:

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

    The 2022 Midterm Election Aftermath - What's Next?

    Play Episode Listen Later Dec 2, 2022 31:16


    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

    Utilizing Trusts in Estate Planning

    Play Episode Listen Later Nov 11, 2022 29:12


    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

    Build Your Asset Location Strategy with the Life Income Plan℠

    Play Episode Listen Later Nov 2, 2022 20:27


    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

    Build your asset location strategy with the Life Income Plan℠

    Play Episode Listen Later Nov 2, 2022 20:00


    Tips for Navigating the Unprecedented Challenges Facing Today's Economy

    Play Episode Listen Later Apr 28, 2022 18:47


    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

    Applying Behavioral Finance In Your Financial Planning Practice

    Play Episode Listen Later Feb 7, 2022 32:00


    Applying Behavioral Finance in Your Financial Planning Practice

    Play Episode Listen Later Feb 4, 2022 32:46


    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

    Estate Planning: How to help clients plan today for possible changes in the future

    Play Episode Listen Later Nov 17, 2021 30:00


    Estate Planning: How to Help Clients Plan Today for Possible Changes in the Future

    Play Episode Listen Later Nov 16, 2021 32:25


    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

    Play Episode Listen Later Nov 3, 2021 36:44


    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)

    Productivity for insurance and financial professionals

    Play Episode Listen Later Nov 3, 2021 35:00


    Embracing Distribution Planning with a Tax-Free Strategy

    Play Episode Listen Later Sep 23, 2021 26:12


    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

    The use of life insurance in managing market and investment risk in retirement planning.

    Play Episode Listen Later Jul 19, 2021 25:33


    The Use of Life Insurance in Managing Market and Investment Risk in Retirement Planning

    Play Episode Listen Later Jul 9, 2021 25:34


    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

    The role of life insurance in implementing a sound asset location strategy for tax efficient investing.

    Play Episode Listen Later Jun 4, 2021 41:42


    The Role of Life Insurance in Implementing a Sound Asset Location Strategy for Tax Efficient Investing

    Play Episode Listen Later Jun 1, 2021 41:43


    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

    Section 7702 Life Insurance

    Play Episode Listen Later Apr 9, 2021 28:55


    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

    Section 7702 Life Insurance

    Play Episode Listen Later Apr 9, 2021 28:54


    Possible tax proposals and sales opportunities in a new administration

    Play Episode Listen Later Mar 16, 2021 35:00


    Possible Tax Proposals and Sales Opportunities in a New Administration

    Play Episode Listen Later Feb 24, 2021 32:13


    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)

    LTC and retirement planning

    Play Episode Listen Later Jan 5, 2021 35:00


    LTC and Retirement Planning

    Play Episode Listen Later Dec 16, 2020 35:20


    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)

    What Does the Outcome of the Presidential Election Offer for Planners and Their Clients

    Play Episode Listen Later Nov 23, 2020 30:27


    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)

    What Does the Outcome of the Presidential Election Offer for Planners and Their Clients

    Play Episode Listen Later Nov 23, 2020 30:27


    2020 Election Preview – What Planners and Their Clients Need to Watch For

    Play Episode Listen Later Oct 7, 2020 30:50


    2020 Election Preview - What Planners and Their Clients Need to Watch For

    Play Episode Listen Later Oct 6, 2020 30:52


    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)

    Hybrid Domestic Asset Protection Trusts

    Play Episode Listen Later Jun 25, 2020 23:00


    Hybrid Domestic Asset Protection Trusts

    Play Episode Listen Later Jun 15, 2020 23:21


    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 and How to Protect Yourself in a Volatile Market

    Play Episode Listen Later May 19, 2020 45:22


    The SECURE Act and How to Protect Yourself in a Volatile Market

    Play Episode Listen Later May 19, 2020 45:22


    The SECURE Act and How to Protect Yourself in a Volatile Market

    Play Episode Listen Later May 8, 2020 45:42


    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)

    Behavioral Finance

    Play Episode Listen Later Apr 30, 2020 22:55


    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)

    Adapting to and Overcoming Obstacles in a Volatile Financial Market

    Play Episode Listen Later Apr 16, 2020 45:38


    Adapting to and Overcoming Obstacles in a Volatile Financial Market

    Play Episode Listen Later Apr 16, 2020 45:38


    Adapting to and Overcoming Obstacles in a Volatile Financial Market

    Play Episode Listen Later Apr 15, 2020 45:58


    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)

    Life after the SECURE Act

    Play Episode Listen Later Mar 16, 2020 22:33


    Life after the SECURE Act

    Play Episode Listen Later Mar 16, 2020 22:33


    Life After the SECURE Act

    Play Episode Listen Later Mar 12, 2020 22:52


    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)

    iu exp secure act bob keebler
    Part 2: NY State Regulation 187: What it Means for Your Business

    Play Episode Listen Later Sep 20, 2019 30:57


    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)

    Part 2: NY State Regulation 187: What it Means for Your Business

    Play Episode Listen Later Sep 18, 2019 29:30


    Part 1: NY State Regulation 187: What it Means for Your Business

    Play Episode Listen Later Sep 18, 2019 23:58


    Part 2: NY State Regulation 187: What it Means for Your Business

    Play Episode Listen Later Sep 18, 2019 29:30


    Part 1: NY State Regulation 187: What it Means for Your Business

    Play Episode Listen Later Sep 18, 2019 23:58


    Part 1: NY State Regulation 187: What it Means for Your Business

    Play Episode Listen Later Aug 19, 2019 26:44


    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)

    Practice Optimization through Leadership

    Play Episode Listen Later Jul 3, 2019 15:17


    Practice Optimization through Leadership

    Play Episode Listen Later Jul 3, 2019 15:17


    State Income Tax Planning

    Play Episode Listen Later Jun 6, 2019 25:32


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    State Income Tax Planning

    Play Episode Listen Later Jun 6, 2019 25:32


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    Life Insurance as an Asset Class

    Play Episode Listen Later May 7, 2019 33:08


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