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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
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

Advanced Markets and Guests

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

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

Chris Kaplan, VP of AXA Equitable's Specialty Markets & EPG Life Sales

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

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)

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

Robert Keebler, CPA/PFS, MST, AEP (Distinguished)
March 15, 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. IU-2443337 (3/19) (Exp 3/21)

Steve Oshins Esq., AEP (Distinguished)