Life with inSight

Podcasts for Financial Professionals

Featured


Popular Podcasts

February 20, 2020

Life after the SECURE Act

Join us as our esteemed guest, Robert Keebler, provides us with must-know information on the new SECURE Act along with actionable steps you can take now to enhance your clients financial position.

IU-2923935 (01/20) (Exp. 05/20)

Robert Keebler, CPA/PFS, MST, AEP (Distinguished)
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

IU‐2664018 (8/19) (Exp. 8/21)

Advanced Markets and Guests

Related items
eNotice: NY State Reg 187: FP Training Requirements
New York Reg 187 – Best Interest & Suitability Under the New Regulation

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

IU‐2664018 (8/19) (Exp. 8/21)

Advanced Markets and Guests

Related items
eNotice: NY State Reg 187: FP Training Requirements
New York Reg 187 – Best Interest & Suitability Under the New Regulation

June 23, 2020

Hybrid Domestic Asset Protection Trusts

Join us to hear a discussion about the vital importance of Hybrid Domestic Asset Protection Trusts. Discover how these trusts can be used effectively to insulate and protect your client’s assets and the important role they play in maximizing estate distribution.

IU-3063132 (5/20) (Exp. 9/20)

Steve Oshins Esq., AEP (Distinguished)
May 19, 2020

The SECURE Act and how to protect yourself in a volatile market

The SECURE Act, recently overshadowed by market volatility, will have a long-term effect on client planning. Listen to this important podcast to gain insight on navigating through these turbulent times along with best practices to support new and existing clients.

IU-2999930 (3/20) (Exp. 6/20)

Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP

Related items
SECURE Act Flyer

April 17, 2020

Adapting to and Overcoming Obstacles in a Volatile Financial Market

Market Volatility has affected all our planning and clients. Gain insights on navigating through these turbulent times along with best practices to support new and existing clients.

IU-3015039 (03/20) (Exp. 03/22)

Advanced Markets Panel Discussion

Related items
Resources for navigating today's new world

April 30, 2019

Life Insurance as an Asset Class

Equitable's Tom McGlynn interviews Chris Kaplan, VP of 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.

IU-2501718 (4/19) (Exp 4/21)

Chris Kaplan, VP of Specialty Markets & EPG Life Sales at Equitable

Related items
Whitepaper
LIAAA Client Brochure
LIAAA Market Fluctuations

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.

IU-2488000 (04/19) (Exp. 04/21)

Dr. Benjamin Cummings

Related items
Projected Inheritance Program
Identifying Your Priorities

March 30, 2019

Updates to Section 199(A) and Pass Through Entity Savings Under the Tax Cut & Jobs Act (H.R. 1)

Equitable 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.

IU-2440199 (3/19) (Exp. 3/21)

Robert Keebler, CPA/PFS, MST, AEP (Distinguished)

Related items
Code Section 199A Final Regs eNotice
Estate Tax Marks its 100th Birthday eNotice

October 18, 2018

"Rewiring" Your Retirement

Insights on how to supplement and supercharge your retirement planning efforts. Equitable'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.

IU-140853 (10/18) (Exp. 10/20)

Jaime Hopkins of The American College

Related items
4 Ways to Maximize Life Insurance in Retirement Income Planning
4 Retirement Planning Steps Everyone Should Take

August 28, 2018

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

Equitable’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.

IU-139159 (08/18) (Exp. 08/20)

Robert Keebler, CPA/PFS, MST, AEP (Distinguished)
August 13, 2018

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

Equitable’s Tom McGlynn interviews Robert Keebler 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.

IU-139159 (08/18) (Exp. 08/20)

Robert Keebler, CPA/PFS, MST, AEP (Distinguished)

Related items
Section 199A and Proposed Regulation eNotice
199A Qualified Business Income Chart

June 30, 2018

Policy Valuation – Factors to Consider

Policy valuation is a tricky area for clients and their Financial Professional advisors. 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.

IU-137551 (6/18) (Exp. 6/20)

Advanced Markets
March 18, 2018

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

Improving Risk-Adjusted Returns in a Portfolio Using Life Insurance: Equitable's Alex Kim interviews Chris Kaplan, VP of 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.

IU-135072 (03/18) (Exp. 03/20)

Chris Kaplan, VP of Specialty Markets & EPG Life Sales at Equitable
IU-131298 (04/2018)