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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.

  • September 18, 2019

    NY State Regulation 187: What it means for your business (Part 2)

    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

    Guest: Advanced Markets and Guests
    IU‐2664018 (8/19) (Exp. 8/21)
  • September 17, 2019

    NY State Regulation 187: What it means for your business (Part 1)

    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

    Guest: Advanced Markets and Guests
    IU‐2664018 (8/19) (Exp. 8/21)
  • 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.

    Guest: Dr. Gerry Herbison of The American College
    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.

    Guest: Steve Oshins Esq., AEP (Distinguished)
    IU-2443337 (3/19) (Exp 3/21)
  • May 10, 2019

    Life Insurance as an Asset Class

    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.

    Guest: Chris Kaplan, VP of Specialty Markets & EPG Life Sales
    IU-2501718 (04/19) (Exp. 04/21)
  • April 15, 2019

    Behavioral Finance

    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.

    Guest: Dr. Benjamin F.Cummings, CFP® of The American College
    IU-2488000 (04/19) (Exp. 04/21)

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 (04/2018)

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