Life with inSight

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October 07, 2020

2020 Election Preview – What Planners and Their Clients Need to Watch For

The 2020 Presidential and Congressional races are heavily contested and very high profile. Ahead of the election, Equitable's Lobbyist, Kyle Cormney, from FTI Consulting, tells us what issues to look for and how the outcome may affect the financial services industry and your client's planning.

Kyle Cormney, Senior Director – Strategic Communications, FTI Consulting
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.

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Steve Oshins Esq., AEP (Distinguished)
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.

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Robert Keebler, CPA/PFS, MST, AEP (Distinguished)
November 23, 2020

What Does the Outcome of the Presidential Election Offer for Planners and Their Clients

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

Armstrong Robinson, Chief Advocacy Officer, FINSECA
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.

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

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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.

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Advanced Markets Panel Discussion

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Resources for navigating today's new world

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

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Advanced Markets and Guests

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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

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

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.

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

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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.

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Jaime Hopkins of The American College

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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.

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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.

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

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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.

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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.

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

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Dr. Benjamin Cummings

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Projected Inheritance Program

Life with InSight is a life insurance sales 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 and sales of life insurance products and services.

Life insurance products are issued by Equitable Financial Life Insurance Company (New York, NY) or Equitable Financial Life Insurance Company of America, an Arizona stock corporation with its main administration office in Jersey City, NJ 07310 and are co-distributed by Equitable Network, LLC (Equitable Network Insurance Agency of California in CA; Equitable Network Insurance Agency of Utah in UT; Equitable Network of Puerto Rico, Inc. in PR), and Equitable Distributors, LLC. When sold by New York based (i.e. domiciled) financial professionals life insurance products are issued by Equitable Financial Life Insurance Company, (NY, NY).

Accordingly, any tax information provided in this podcast 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 transactions or matters addressed, and clients should seek advice, based on their circumstances, from an independent tax advisor. Neither Equitable Financial, Equitable Financial Life Insurance Company of America, EFLOA, Equitable Advisors, Equitable Network nor Equitable Distributors provide legal or tax advice. Life insurance is not insured by any federal government agency and is not guaranteed by any bank or savings association.

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