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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 exper... more
FAQs about Equitable Life with inSight:How many episodes does Equitable Life with inSight have?The podcast currently has 97 episodes available.
April 08, 2019Life Insurance as an Asset ClassEquitable Advanced Market’s Tom McGlynn interviews Chris Kaplan, VP of 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)...more34minPlay
March 30, 2019Updates and Clarification of Section 199(A) of the Tax Cuts and Jobs ActEquitable 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. Our guest is Robert Keebler, CPA/PFS, MST, AEP (Distinguished). IU-2440199 (3/19) (Exp. 3/21)...more23minPlay
March 20, 2019State Income Tax PlanningJoin us as Equitable'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)...more26minPlay
March 01, 2019Updates and Clarification of Section 199(A) of the Tax Cuts and Jobs ActEquitable 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. Our guest is Robert Keebler, CPA/PFS, MST, AEP (Distinguished). IU-2440199 (3/19) (Exp. 3/21)...more22minPlay
February 18, 2019Practice Optimization through LeadershipDr. Gerry Herbison of the American College of Financial Services discusses the challenges financial professionals often face in taking their practice to the next level and the value of true leadership skills that need to be developed in order to help team members be optimally productive. IU-2427814 (2/19) (Exp 2/21)...more17minPlay
January 30, 20192018 – The Year in Review: A Review of Several Major Topics Affecting our Industry2018 – The Year in Review – The overall effect of the Tax Cuts and Jobs Act of 2017, Intergenerational Split Dollar and the NY Suitability Rules. Equitable’s Tom McGlynn interviews Cindy Wormser, Mark Teitelbaum and Doug Lawson from the Advanced Markets team on each of these issues. IU-2382338 (1/19) (Exp. 1/21)...more30minPlay
January 21, 20192018 - The Year in Review: A Review of Several Major Topics Affecting our Industry2018 – The Year in Review – The overall effect of the Tax Cuts and Jobs Act of 2017, Intergenerational Split Dollar and the NY Suitability Rules. Equitable’s Tom McGlynn interviews Cindy Wormser, Mark Teitelbaum and Doug Lawson from the Advanced Markets team on each of these issues. IU-2382338 (1/19) (Exp. 1/21)...more32minPlay
December 05, 2018"Rewiring" your RetirementInsights 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. Guest: Jaime Hopkins of The American College IU-140853 (10/18) (Exp. 10/20)...more24minPlay
October 31, 2018"Rewiring" Your RetirementInsights 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. Guest: Jaime Hopkins of The American College IU-140853 (10/18) (Exp. 10/20)...more24minPlay
August 30, 2018Updates to Section 199(A) and Pass Through Entity Savings Under the Tax Cut & Jobs Act (H.R.1)Equitable's Tom McGlynn interviews Robert Keebler, CPA/PFS, MST, AEP (Distinguished) 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. Guest: Robert Keebler, CPA/PFS, MST, AEP (Distinguished). IU-139159 (8/18) (Exp. 8/20)...more23minPlay
FAQs about Equitable Life with inSight:How many episodes does Equitable Life with inSight have?The podcast currently has 97 episodes available.