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Equitable Life with inSight
Equitable Life with inSight episodes
- Estate Planning for the Blended FamilyEquitable’s Randy Zipse will interview Emily Bouchard, M.S.S.W. They will discuss the emotional, psychological, and legal issues encountered in planning for blended families. Wealth transfer planning is complicated enough for “traditional” families, but when working with blended families the planning becomes even more complex and challenging. IU-122216 (1/17)(Exp 1/19)39 min
- Special Needs PlanningRandy Zipse interviews Tom Begley, Jr., on the importance of planning for the special needs of a loved one. Mr. Begley is a nationally recognized expert in all aspects of elder law and special needs planning. There is a critical need for planning in this area, considering that 1 in 4 families has a loved one with special needs. The number one thing that keeps caregivers up at night is the thought of how to take care of their child's needs in their absence. IU-122769 (1/17) (Exp 1/19)33 min
- Life Insurance in Estate and Asset Protection PlanningEquitable’s Randy Zipse, JD, AEP (Distinguished) interviews Steven Oshins, of Oshins & Associates, LLC, on the importance of life insurance in estate and asset protection planning. Randy and Steve will discuss the advantages and disadvantages of domestic and offshore trusts as well as compare a number of the leading trust jurisdictions for advanced planning. IU-117616 (8/16) (Exp 8/18)37 min
- Current Events in Insurance Planning (Part 2 of 2)AXA’s Randy Zipse, JD, AEP (Distinguished) will interview Stephan Leimberg, recognized author and speaker, on current developments in Estate and Business Planning Leimberg is a nationally recognized expert on estate and business planning. Randy and Steve will discuss recent cases and other developments impacting life insurance in estate and business planning. IU-119844 (10/16) (Exp 10/18)32 min
- The Importance of Life InsuranceWith September being Life Insurance Awareness Month – Melissa Wandall will join Equitable’s Randy Zipse, JD, AEP (Distinguished) to discuss the importance of life insurance. Melissa is a nationally recognized motivational speaker who has been featured on programs including ABC World News and the Today Show. IU-118961 (9/16) (Exp 9/18)27 min
- Current Events in Insurance Planning (Part 1 of 2)AXA’s Randy Zipse, JD, AEP (Distinguished) will interview Stephan Leimberg, recognized author and speaker, on current developments in Estate and Business Planning Leimberg is a nationally recognized expert on estate and business planning. Randy and Steve will discuss recent cases and other developments impacting life insurance in estate and business planning. IU-119844 (10/16) (Exp 10/18)32 min
- How the 2014 Election Results Impact YouLearn what the election results in Washington mean and what the effect will be on the Life Insurance industry, your customers and your business. Political consultant and D.C. insider Tom Crawford breaks down the effects and what the new political landscape means to you. [GE-99893 (11/14) Expires (11/16)]31 min
- ESOPs Buzz: Businesses Take NoteLearn how business owners and employees may benefit from Employee Stock Ownership Plans while avoiding the pitfalls that call certain plans under scrutiny. [GE-83101 (10/14) Expires (10/16)]28 min
- Sales Strategies: Life Insurance and AXA's Long Term Care Services RiderNovember is National Long Term Care Month making it a good time to reach out to clients and prospects about planning for their future needs. Aging baby boomers will likely face long term care expenses and many financial professionals are turning to life insurance with a Long Term Care Rider as a planning strategy. Listen to a sales success story from producer, Michael Strouch of Creative Risk Management in Westport, CT and learn about his planning sale approach. Michael offers actionable insight into tax considerations, market segmentation and inflation. He'll also share AXA's competitive advantages and a case study with an estate planning twist. GE 88568 (10/13 Exp. 10/15)13 min
- Streamline Sales with eAppInterested in streamlining processes, driving life and annuity sales, and securing referrals? Listen to Branch Manager Tom Queri's story about how he overcame his technology fears, realized the benefits of eApp, adopted digital tools, and led by example to transform his practice and deliver meaningful business impact. GE 88788 (10/13 Exp. 10/15)10 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)