Sign up to save your podcasts
Or
Share Equitable Life with inSight
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Equitable Life with inSight
Equitable Life with inSight episodes
- Updates to Section 199(A) and Pass Through Entity Savings Under the Tax Cuts and 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)
23 min - Policy Valuation – Factors to ConsiderPolicy valuation is a tricky area for clients and their Financial Professional advisors. The IRS has not made this easier, offering little or outdated guidance. This podcast will offer insights into these issues and possible approaches for clients and FPs. Guest: Jamie Mendelsohn, Executive Vice President of Ashar Group and Ashar SMV. IU-137551 (6/18) (Exp. 6/20)31 min
- Policy Valuation – Factors to Consider
Policy valuation is a tricky area for clients and their Financial Professional advisors. The IRS has not made this easier, offering little or outdated guidance. This podcast will offer insights into these issues and possible approaches for clients and FPs. -- IU-137551 (6/18) (Exp. 6/20)
31 min - Wealth Planning and Asset Location: Improving Risk-Adjusted Returns in a Portfolio Using Life InsuranceWealth Planning and Asset Location - Equitable Advanced Market’s Alex Kim interviews Chris Kaplan, VP of Equitable’s Specialty Markets and EPG Life Sales on permanent life insurance as an asset class, and how insurance death benefits can be used to enhance a client’s risk adjusted wealth transfer. IU-135072 (03/18) (Exp. 03/20)51 min
- Wealth Planning and Asset Location: Improving Risk-Adjusted Returns in a Portfolio Using Life Insurance
Wealth Planning and Asset Location - Equitable Advanced Market’s Alex Kim interviews Chris Kaplan, VP of Equitable’s Specialty Markets and EPG Life Sales on permanent life insurance as an asset class, and how insurance death benefits can be used to enhance a client’s risk adjusted wealth transfer. IU-135072 (03/18) (Exp. 03/20)
53 min - 2017 Tax Cut and Jobs Act – What it Means for You and Your ClientsTax Cut & Jobs Act of 2017 - Equitable's Mark Teitelbaum interviews Robert Keebler, CPA/PFS, MST, AEP (Distinguished) on the major provisions in the tax bill as they relate to individual taxpayers, businesses and business owners. They cover the major provisions and the planning opportunities coming out of the tax bill. IU-132233 (12/17) (Exp. 12/19)30 min
- 2017 Tax Cuts and Jobs Act – What it Means for You and Your Clients
Tax Cut & Jobs Act of 2017 - Equitable's Mark Teitelbaum interviews Robert Keebler, CPA/PFS, MST, AEP (Distinguished) on the major provisions in the tax bill as they relate to individual taxpayers, businesses and business owners. They cover the major provisions and the planning opportunities coming out of the tax bill. -- IU-132233 (12/17) (Exp. 12/19)
32 min - Planning Ahead of Tax ReformAXA’s Mark Teitelbaum, JD, LL.M., CLU, ChFC interviews Robert Keebler, CPA/PFS, MST, AEP on the recent Tax Framework proposal and how this might affect planning for your clients. IU-130119 (10/17) (Exp. 10/19)33 min
- The $3 Trillion Neglected Asset - New Standards for Managing Life InsuranceBarry Flagg, CLU, CHFC, CFP®, founder of Veralytic, will take a look at how life insurance has historically been sold and monitored. He will discuss how that fits into today’s standards required by the Uniform Prudent Investor ACT (UPIA) and court cases such as Cochran v. KeyBank. IU-122962 (1/17) (Exp. 1/19)39 min
- Rethinking Ethics: Why Good People Do Bad ThingsRandy Zipse, JD, AEP (Distinguished) will interview Stephan Leimberg, recognized author and speaker, on ethics in your practice. They will discuss developments in ethics and, specifically, they will look into why good people do bad things. IU-123014 (2/17) (Exp 2/19)45 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)