Life with inSight - Podcast Series
Life with inSight is a life insurance 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.
July 15, 2019
Practice Optimization through Leadership
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)
June 10, 2019
State Income Tax Planning
Join us as AXA’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)
May 10, 2019
Life Insurance as an Asset ClassGuest: Chris Kaplan, VP of Specialty Markets & EPG Life Sales
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 (04/19) (Exp. 04/21)
April 15, 2019
Behavioral FinanceGuest: Dr. Benjamin F.Cummings, CFP® of The American College
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)
March 01, 2019
Updates and Clarification of Section 199(A) of the Tax Cuts and Jobs ActGuest: Robert Keebler, CPA/PFS, MST, AEP (Distinguished)
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)
January 30, 2019
2018 – The Year in Review: A Review of Several Major Topics Affecting our IndustryGuest: AXA Advanced Markets
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)
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