Life with inSight
Podcasts for Financial Professionals
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Build your asset location strategy with the Life Income Plan℠
Randy O'Brien, founder of Corporate and Endowment Solutions, CES, shares a different approach on how to prepare clients for retirement. See how this strategy can help clients be ready for the future.
IU-4866694.1 (10/22) (Exp. 10/24)
Popular Podcasts
Applying behavioral finance in your financial planning practice
Behavioral finance studies why people make certain financial choices and how those choices can affect markets. Listen to this overview from expert Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL. Use this tactic to enhance your sales approach and grow your practice.
GE-4117549.1 (1/22) (Exp.1/24)
Estate Planning: How to help clients plan today for possible changes in the future
There are multiple income and wealth transfer tax bills working their way through Congressional Committees. These bills could have a profound impact on Estate Planning. Learn about flexible planning options financial professionals can offer to support clients’ Estate Planning goals.
GE-3783943.1 (10/21) (Exp 10/23)
Productivity for Insurance and Financial Advisors
Productivity for Insurance and Financial Advisors identifies the fundamental strategies and mindset to reclaim focus and increase productivity.
GE-3878137.1 (10/21) (Exp 10/23)
Build your asset location strategy with the Life Income Plan℠
Randy O'Brien, founder of Corporate and Endowment Solutions, CES, shares a different approach on how to prepare clients for retirement. See how this strategy can help clients be ready for the future.
IU-4866694.1 (10/22) (Exp. 10/24)
Embracing distribution planning with a tax-free strategy
Thought leader and best-selling author, David McKnight, provides his top insights on financial strategies and tax planning for financial professionals and clients. Learn about the current tax environment, why asset location is significant, and what a vitally important role life insurance can play while planning for retirement.
Thought Leadership paper
IU-3708106 (8/21) (Exp 8/23)
The use of life insurance in managing market and investment risk in retirement planning.
Wade D. Pfau, PhD, is Professor of Retirement Income in the PhD in Financial and Retirement Planning program, Co-Director of the New York Life Center for Retirement Income, and RICP® program director at The American College of Financial Services.
GE-3474402 (3/21) (Exp. 3/23)
The role of life insurance in implementing a sound asset location strategy for tax efficient investing.
Michael Finke, PhD, CFP®, a nationally renowned researcher focuses on the value of financial advice, shares his insights and tips on the current investment environment and tax efficient investing with asset location strategies.
GE-3474411 (03/21) (Exp. 03/23)
Section 7702 Life Insurance
Equitable’s Andrew DeMarco, Head of Life Market Strategy, fills us in on the changes, the impact and the opportunity for you and your clients.
IU-3474421 (3/21) (Exp 3/23)
Possible tax proposals and sales opportunities in a new administration
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Partner at Keebler and Associates, provides discerning forecasts and projections on future tax proposals from the President Biden administration. Understand the possibilities and prepare for sales opportunities to best serve your clients.
IU-3412270 (1/21) (Exp. 1/23)
"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 Retirement Planning Steps Everyone Should Take
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)
Related items
Section 199A and Proposed Regulation eNotice
199A Qualified Business Income Chart
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)
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)
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)
Related items
Projected Inheritance Program
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)
Related items
Code Section 199A Final Regs eNotice
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.
