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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.

  • January 11, 2018

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

    Tax Cut & Jobs Act of 2017 - AXA’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.

    Robert Keebler, CPA/PFS, MST, AEP
    IU-132233 (12/2017)
  • December 29, 2017

    Insights from 2017: Advanced Markets Views on Market Trends, Regulations and Law

    AXA’s Bruce Guillemette interviews three members from the AXA Advanced Markets team: Cindy Wormser, CLU, ChFC, MSFS, Alex Kim, JD and Doug Lawson, JD, all of whom are experts in Business, Estate and Executive Benefits planning. They discuss trends we’ve seen in 2017 and what we can expect in 2018.

    Bruce Guillemette
    IU-131712 (12/2017)
  • November 30, 2017

    Aging at Home - Inroads into a Long-Term Care Discussion

    AXA’s Mark Teitelbaum interviews Dr. Sandra Timmermann, a nationally recognized gerontologist and expert in aging and retirement. They discuss some of the issues that people age 50 and over think about as they move into retirement and where long-term care fits in.

    Sandra Timmermann, Ed.D.
    IU-130685 (10/2017)
  • April 7, 2017

    The $3 Trillion Neglected Asset - New Standards for Managing Life Insurance

    Barry Flagg, CLU, CHFC, CFP®, founder of Veralytic, will take a look at how life insurance has historically been sold and monitored. He will discuss how that fits into today’s standards required by the Uniform Prudent Investor ACT (UPIA) and court cases such as Cochran v. KeyBank.

    Barry Flagg, CLU, CHFC, CFP®
    IU-122962 (1/2017)
  • March 16, 2017

    Rethinking Ethics: Why Good People Do Bad Things

    Stephan Leimberg, recognized author and speaker, is interviewed on ethics in your practice. They will discuss developments in ethics and, specifically, they will look into why good people do bad things.

    Stephan Leimberg
    IU-123014 (2/2017)
  • January 31, 2017

    Estate Planning for the Blended Family

    Emily Bouchard, M.S.S.W. 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.

    Emily Bouchard, M.S.S.W.
    IU-122216 (1/2017)
  • January 24, 2017

    Special Needs Planning

    Tom Begley, Jr., is interviewed on the importance of planning for the special needs of a loved one. Mr. Begley is a nationally recognized expert in all aspects of elder law and special needs planning. There is a critical need for planning in this area, considering that 1 in 4 families has a loved one with special needs.

    Tom Begley, Jr.
    IU-122769 (1/2017)
  • January 4, 2017

    Life Insurance in Estate and Asset Protection Planning

    An interview with Steven Oshins, of Oshins & Associates, LLC, on the importance of life insurance in estate and asset protection planning. Steve will discuss the advantages and disadvantages of domestic and offshore trusts as well as compare a number of the leading trust jurisdictions for advanced planning.

    Steven Oshins
    IU-117616 (8/2016)

AXA Life with inSight Podcast Series are available on Apple PodcastsAXA Life with inSight Podcast Series are available on Apple Podcasts

Please be advised that this webpage is not intended as legal or tax advice. Accordingly, any tax information provided is not intended or written to be used, and cannot be used, by any taxpayer for the purpose 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 clients should seek advice based on their particular circumstances from an independent tax advisor. Neither AXA Equitable nor its affiliates provide legal or tax advice.

IU-131298 (11/2017)

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