Equitable Life with inSight

Equitable Life with inSight

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Equitable Life with inSight episodes

  • PPH Exam #3: Product
    It’s important to consider industry trends when conducting a policy review. Market volatility and regulatory and tax changes have had a dramatic influence on life insurance products in recent years. Gain insights into AG38 and the subsequent impact to secondary guarantee products as well as growing opportunities from our new head of life product development, Matt Berman. [GE88352 (9/13 Exp.9/15)]
    18 min
  • EasyUnderwriting
    When it comes to sales, speed is everything. Hear how AXA's Easy Underwriting program is meeting the needs of today's life insurance consumers. Listen to Chief Underwriter, Mary Bates, describe how we streamlined the process for certain segments of our life insurance business. Gain valuable tips from an early adopter and learn how the program is impacting sales and providing financial professionals a competitive edge.
    10 min
  • Connecting with CPAs
    AXA Equitable’ s 1040 Overlay can help you discover planning opportunities with new and existing clients utilizing an overlooked tool - your client's income tax return. The program also lets you build bridges with CPAs and other centers of influence. But don’t take our word for it, listen to Alec Herring of Buchholz Planning share his sales success story. GE 84428 (3/13) Expires (3/15)
    11 min
  • Income Taxes: Opportunities for Small, Mid and Large Incomes
    It could be said that financial professionals are the cure for what is ailing the American tax payer. Why? Learn more about opportunities to help small, mid and large income clients protect their wealth and deal with the impact of the American Taxpayer Relief Act of 2012. Listen to AXA's Advanced Markets experts, Bruce Guillemette and Brain Sherman, weigh-in with industry insights and strategies for every U.S worker. GE 83101 (1/13) expires (1/15)
    13 min
  • Smart Estate Planning for 2013
    Regardless of where the various tax rates and exceptions end up, AXA Equitable’ s resident estate planning experts weigh-in with four ideas for 2013 including AB Trust Funding, Private Financing, Annual Gift Exclusions and Projected Inheritance. GE83472 (12/12)
    18 min
  • Projected Inheritance
    Do you have clients that expect to inherit wealth, but don’t have the current net worth to justify their future life insurance needs? Learn how AXA Equitable’s Projected Inheritance niche can offer strategic ways to help multiple generations transfer wealth and lock in a legacy plan today. Hear from Advanced Markets attorney, Hugo Tomasio, and Chief Underwriter, Kathy Fell, on how the program works, important guidelines and a recent sales success story.
    GE 81582 (12/12)
    17 min
  • Paying it Forward: Life Insurance and Charitable Giving
    Americans give billions of dollars to charity every year creating great opportunities for financial professionals. Get expert advice on how to penetrate this market from Advanced Markets attorney, Rich Olewnik. Learn about unique planning issues facing charities in the current economic environment and approaches life insurance professionals can use to address short and long term needs. GE 68453 (4/12)
    12 min

About Equitable Life with inSight

From the publisher's feed

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.