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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.

  • 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)
  • March 01, 2019

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

    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.

    Guest: Robert Keebler, CPA/PFS, MST, AEP (Distinguished)
    IU-2440199 (3/19) (Exp. 3/21)
  • January 30, 2019

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

    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.

    Guest: AXA Advanced Markets
    IU-2382338 (1/19) (Exp. 1/21)
  • December 10, 2018

    "Rewiring" Your Retirement

    Insights on how to supplement and supercharge your retirement planning efforts. AXA'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)
  • November 17, 2018

    Post-Election Post Mortem – What Does the Outcome of the Mid-Term Election Offer for Planners and Their Clients

    A Post Mid-Term Election Analysis. A discussion of the election results and – more importantly – the effect of those results on the economy, financial landscape and planning that can be done for clients.

    Guest: Chris Morton, Executive VP, AALU
    IU-139882 (9/18) (Exp. 9/20)
  • October 01, 2018

    Mid-Term Election Preview – What Planners and Their Clients Need to Watch For

    As the mid-term election nears, the results can have a long-term effect on the financial markets, taxes and the planning we do for our clients.  See how events are shaping up and how they may affect your planning approaches.

    Guest: Tom Crawford, FTI Consulting
    IU-140076 (10/18) (Exp. 10/20)
  • August 31, 2018

    Updates to Section 199(A) and Pass Through Entity Savings

    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.

    Guest: Robert Keebler, CPA/PFS, MST, AEP (Distinguished)
    IU-139159 (08/2018)
  • July 19, 2018

    Policy Valuation – Factors to Consider

    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.

    Guest: Jamie Mendelsohn, Executive VP of Ashar Group and Ashar SMV
    IU-137551 (06/2018)
  • May 30, 2018

    Protect Family Harmony with the Generation CarePlan Concept

    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.

    Doug Lawson
    IU‐136673 (05/2018)
  • April 30, 2018

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

    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.

    Chris Kaplan
    IU-135072 (03/2018)
  • 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 (04/2018)

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