Life with inSight
Podcasts for Financial Professionals
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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)
Popular Podcasts
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)
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)
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New York Reg 187 – Best Interest & Suitability Under the New Regulation
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)
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eNotice: NY State Reg 187: FP Training Requirements
New York Reg 187 – Best Interest & Suitability Under the New Regulation
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)
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)
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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)
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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)
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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)
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Identifying Your Priorities
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)
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"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)
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4 Ways to Maximize Life Insurance in Retirement Income Planning
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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)
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)
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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)
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AD08-090: Requests for Life Insurance Policy Valuations
"Willing Buyers" Change the Face of Life Insurance Valuations by Jason Mendelsohn
Estate Planning: Longevity Throws a Wild Card in Even the Best-Laid Plans by Jamie L. Mendelsohn
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)