In this episode, we speak with Tom Thomas, Regional Vice President at Equitable Distributors LLC, about how regular policy reassessments can align your clients' life insurance with their evolving circumstances and financial goals. Whether nearing retirement, facing life changes, or optimizing coverage, this episode provides key insights to support their objectives.

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Additional material:

• The PPH Exam Approach to Policy Review [9-page client brochure]

Guest: Tom Thomas, Regional Vice President of Life Distribution at Equitable Distributors, LLC

Download transcript here.

Tom McGlynn sits down with Collin Minor, the Director of Business Development at Advisor Controls, to discuss planning for retirement, navigating benefits and understanding the potential impact of the Social Security Fairness Act. Listen in while they break down the complexities and make them understandable to guide your clients on their journey toward financial security.

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Guest: Collin Minor, Director of Business Development at Advisor Controls

Download transcript here.

In this episode, Equitable Advanced Markets' Tom McGlynn and guest Jennifer Fox delve into the transformative effects of the 2024 election on the financial industry, highlighting the intricate interplay between political shifts and financial strategies. Listen in where they focus on the implications for tax policies, regulatory changes, and economic forecasts.

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Guest: Jennifer Fox, Vice President of Federal Affairs at Finseca

Additional link: Jennifer Fox honored for Financial Security Advocacy [ceoupdate.com article]

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In this episode, explore the evolving landscape of long-term care planning. Stephen Coskran, Equitable Advanced Markets, simplifies the complexities and provides insights on the future of long-term care. These top planning tips are crucial for navigating this essential aspect of holistic life planning.

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Guest: Stephen Coskran, ChFC®, CLU®, NQPC™, CLTC®, CEPA®

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Join us as we discuss with Kyle Cormney of FTI Consulting the potential effects of upcoming tax policy changes on the sale of life insurance and annuities. We'll also explore the opportunities available for financial professionals in today's market.

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Guest: Kyle Cormney, FTI Consulting

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This is an episode you won't want to miss! Join us to learn about our newest protection-focused VUL and how it could provide the peace of mind your clients are looking for when it comes to protecting their future.

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Additional link: Equitable VUL Incentive Life Protect℠ client brochure [8-page brochure]

Guest: Keith Wziontko, Regional Vice President with Life Distribution at Equitable Distributors, LLC

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Don't miss this informative episode where Melissa Bova from Finseca will provide her knowledge and insight about the industry's position on long-term care regulations. We'll discuss the current legislative landscape and its impact on proposed mandatory coverage in certain states nationwide.

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Additional link: Finseca LTC legislative map [image]

Guest: Melissa Bova, Vice President of State Affairs, Finseca

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Join us for this inspiring podcast where we discuss navigating the complexities of today's closely-held business space. Find out what our special guests are experiencing, and gain insights from these highly-regarded professionals in the field.

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Additional link: The Business Strategies Group Advisor Marketing Process [1-page overview]

Guests: Mark Rooney, CFP®, CLU, ChFC, and Jamie Smith, JD, from The Business Strategies Group of Southern California

Download transcript here.

Join us for this inspiring podcast where we discuss navigating the complexities of today's closely-held business space. Find out what our special guests are experiencing, and gain insights from these highly-regarded professionals in the field.

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Additional links:

• Intro to The Business Strategies Group [1-minute video]
• The Business Strategies Group Infographic [2-page overview]

Guests: Mark Rooney, CFP®, CLU, ChFC, and Jamie Smith, JD, from The Business Strategies Group of Southern California

Download transcript here.

Karen Barr shares with us not only what the roles of an RIA are, but what they bring to the table when it comes to creating effective financial strategies for clients.

Guest: Karen Barr, President and Chief Executive Officer of the Investment Adviser Association (IAA)

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Download transcript here.