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.
August 31, 2018
Updates to Section 199(A) and Pass Through Entity SavingsGuest: Robert Keebler, CPA/PFS, MST, AEP (Distinguished)
AXA’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.
July 19, 2018
Policy Valuation – Factors to ConsiderGuest: Jamie Mendelsohn, Executive VP of Ashar Group and Ashar SMV
Policy valuation is a tricky area for clients and their Financial Professionals. The IRS has not made this easier, offering little or outdated guidance.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.
May 30, 2018
Protect Family Harmony with the Generation CarePlan ConceptDoug Lawson
AXA Advanced Market’s discusses Generation CarePlan, a concept where family members come together to share the costs of a needed life insurance policy, one that includes a rider as part of a plan to pay for long‐term care expenses.
April 30, 2018
Wealth Planning and Asset Location: Improving Risk-Adjusted Returns in a Portfolio Using Life InsuranceChris Kaplan
AXA Advanced Market’s Alex Kim interviews Chris Kaplan, VP of AXA’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.
January 11, 2018
2017 Tax Cut and Jobs Act – What it Means for You and Your ClientsRobert Keebler, CPA/PFS, MST, AEP
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.
December 29, 2017
Insights from 2017: Advanced Markets Views on Market Trends, Regulations and LawBruce Guillemette
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.
November 30, 2017
Aging at Home - Inroads into a Long-Term Care DiscussionSandra Timmermann, Ed.D.
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.
April 7, 2017
The $3 Trillion Neglected Asset - New Standards for Managing Life InsuranceBarry Flagg, CLU, CHFC, CFP®
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.
March 16, 2017
Rethinking Ethics: Why Good People Do Bad ThingsStephan Leimberg
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.
January 31, 2017
Estate Planning for the Blended FamilyEmily Bouchard, M.S.S.W.
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.
January 24, 2017
Special Needs PlanningTom Begley, Jr.
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.
January 4, 2017
Life Insurance in Estate and Asset Protection PlanningSteven Oshins
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.
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.