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.
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.
October 25, 2017
Planning Ahead of Tax ReformRobert Keebler, CPA/PFS, MST, AEP
AXA’s Mark Teitelbaum interviews Robert Keebler, CPA/PFS, MST, AEP on the recent Tax Framework proposal and how this might affect planning for your clients.
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.
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