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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.

  • 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)
  • 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)

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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