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Equitable Life with inSight
Equitable Life with inSight episodes
- What Does the Outcome of the Presidential Election Offer for Planners and Their ClientsA 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. -- IU-3293964 (10/20) (Exp 10/22)31 min
- 2020 Election Preview – What Planners and Their Clients Need to Watch ForThe 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. -- IU-3241930 (9/20) (Exp. 9/22)31 min
- 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. -- IU-3241930 (9/20) (Exp. 9/22)
31 min - Hybrid Domestic Asset Protection TrustsJoin 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. -- IU-3063132 (10/20) (Exp. 10/2223 min
- 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. -- IU-3063132 (10/20) (Exp. 10/22)
24 min - The SECURE Act and How to Protect Yourself in a Volatile MarketThe 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. -- IU-2999930 (05/20) (Exp. 05/22)46 min
- 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. -- IU-2999930 (05/20) (Exp. 05/22)
46 min - 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)
23 min - Adapting to and Overcoming Obstacles in a Volatile Financial MarketMarket 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. -- IU-3015039 (03/20) (Exp. 03/22)46 min
- 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. -- IU-3015039 (03/20) (Exp. 03/22)
46 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.
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, 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) Equitable Advisors 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.
GE-5482178.1 (03/23) (Exp. 03/25)