AXA, Life with inSight: Commuter Podcast Series by AXA Equitable Life Insurance Company

Informações:

Sinopsis

To succeed as a financial professional, you have to stay on top of the latest industry topics, insights and current events. The AXA Life with inSight series was designed for busy financial professionals like you, who are always on the go. In the time it takes to get to or from your office or appointment, you can hear from well-known financial experts on timely life insurance and financial services industry topics and learn how current events can affect your business. 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. Variable life insurance is co-distributed by affiliates AXA Advisors, LLC and AXA Distributors, LLC, located at 1290 Avenue of the Americas, New York, NY 10104, (212) 554-1234. 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 98540 (10/14) Expires (10/16)]

Episodios

  • Hybrid Domestic Asset Protection Trusts

    Hybrid Domestic Asset Protection Trusts

    25/06/2020 Duración: 23min

    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 (5/20) (Exp. 9/20)

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

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

    19/05/2020 Duración: 45min

    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 (3/20) (Exp. 6/20)

  • Adapting to and Overcoming Obstacles in a Volatile Financial Market

    Adapting to and Overcoming Obstacles in a Volatile Financial Market

    16/04/2020 Duración: 45min

    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

    Life after the SECURE Act

    16/03/2020 Duración: 22min

    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 (01/20) (Exp. 05/20)

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

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

    18/09/2019 Duración: 23min

    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

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

    18/09/2019 Duración: 29min

    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

    Practice Optimization through Leadership

    03/07/2019 Duración: 15min

    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)

  • State Income Tax Planning

    State Income Tax Planning

    06/06/2019 Duración: 25min

    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)

  • Life Insurance as an Asset Class

    Life Insurance as an Asset Class

    07/05/2019 Duración: 33min

    Equitable Advanced Market’s Tom McGlynn interviews Chris Kaplan, VP of 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)

  • Behavioral Finance

    Behavioral Finance

    19/04/2019 Duración: 21min

    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)

  • Updates and Clarification of Section 199(A) of the Tax Cuts and Jobs Act

    Updates and Clarification of Section 199(A) of the Tax Cuts and Jobs Act

    01/03/2019 Duración: 21min

    Equitable 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. Our guest is Robert Keebler, CPA/PFS, MST, AEP (Distinguished). IU-2440199 (3/19) (Exp. 3/21)

  • 2018 – The Year in Review: A Review of Several Major Topics Affecting our Industry

    2018 – The Year in Review: A Review of Several Major Topics Affecting our Industry

    30/01/2019 Duración: 29min

    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. Equitable’s Tom McGlynn interviews Cindy Wormser, Mark Teitelbaum and Doug Lawson from the Advanced Markets team on each of these issues. IU-2382338 (1/19) (Exp. 1/21)

  • Rewiring your Retirement

    "Rewiring" your Retirement

    05/12/2018 Duración: 23min

    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. Guest: Jaime Hopkins of The American College IU-140853 (10/18) (Exp. 10/20)

  • Updates to Section 199(A) and Pass Through Entity Savings Under the Tax Cut  Jobs Act (H.R.1)

    Updates to Section 199(A) and Pass Through Entity Savings Under the Tax Cut & Jobs Act (H.R.1)

    30/08/2018 Duración: 22min

    Equitable'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 (8/18) (Exp. 8/20)

  • Policy Valuation – Factors to Consider

    Policy Valuation – Factors to Consider

    16/07/2018 Duración: 30min

    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. Guest: Jamie Mendelsohn, Executive Vice President of Ashar Group and Ashar SMV. IU-137551 (6/18) (Exp. 6/20)

  • Wealth Planning and Asset Location: Improving Risk-Adjusted Returns in a Portfolio Using Life Insurance

    Wealth Planning and Asset Location: Improving Risk-Adjusted Returns in a Portfolio Using Life Insurance

    30/04/2018 Duración: 50min

    Wealth Planning and Asset Location - 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)

  • 2017 Tax Cut and Jobs Act – What it Means for You and Your Clients

    2017 Tax Cut and Jobs Act – What it Means for You and Your Clients

    11/01/2018 Duración: 29min

    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)

  • Estate Planning for the Blended Family

    Estate Planning for the Blended Family

    31/01/2017 Duración: 38min

    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)