Join us as our esteemed guest, Bob Keebler, provides us with must-know information on the new SECURE Act along with actionable steps you can take now to enhance your clients financial position. -- IU-2923935 (01/20) (Exp. 05/20)

AXA, Life with inSight: Life Insurance Sales Podcast Series for Financial Professionals

Life after the SECURE Act

New York recently introduced amended Regulation 187 which sets Best Interest and Suitability standards for all Life Insurance and Annuity sales transacted in New York. Listen as the experts discuss key aspects of this Regulation and the effects it may have on your sales in New York, both new and post issue. Guests: Larry Rybka, Valmark Securities; Jeff Reed, Advantage Insurance Network; Joy Dawe, Crump IU‐2664018 (8/19) (Exp. 8/21)

NY State Regulation 187: What it Means for Your Business (Part 2)

NY State Regulation 187: What it Means for Your Business (Part 1)

Dr. 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)

Practice Optimization through Leadership

Join us as AXA’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)

State Income Tax Planning

AXA Equitable Advanced Market’s Tom McGlynn interviews Chris Kaplan, VP of AXA 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)

Life Insurance as an Asset Class

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)

Behavioral Finance

AXA 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)

Updates and Clarification of Section 199(A) of the Tax Cuts and Jobs Act

2018 – The Year in Review – The overall effect of the Tax Cuts and Jobs Act of 2017, Intergenerational Split Dollar and the NY Suitability Rules. AXA’s Tom McGlynn interviews Cindy Wormser, Mark Teitelbaum and Doug Lawson from the AXA Advanced Markets team on each of these issues. IU-2382338 (1/19) (Exp. 1/21)

2018 – The Year in Review: A Review of Several Major Topics Affecting our Industry

Insights on how to supplement and supercharge your retirement planning efforts. AXA’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)

"Rewiring" your Retirement

A Post Mid-Term Election Analysis. A discussion regarding the results and the effect that we may see in the financial world, and planning that can be done for clients. Guest: Chris Morton, Executive VP, AALU IU-139882 (9/18) (Exp. 9/20)

Post-Election Post Mortem – What Does the Outcome of the Mid-Term Election Offer for Planners and Their Clients

As the mid-term election nears, the results can have a long-term effect on the financial markets, taxes and the planning we do for our clients.  See how events are shaping up and how they may affect your planning approaches. Guest: Tom Crawford IU-140076 (10/18) (Exp. 10/20)

Mid-Term Election Preview – What Planners and Their Clients Need to Watch For

AXA’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)

Updates to Section 199(A) and Pass Through Entity Savings Under the Tax Cut & Jobs Act (H.R.1)

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. Guest: Jamie Mendelsohn, Executive Vice President of Ashar Group and Ashar SMV. IU-137551 (6/18) (Exp. 6/20)

Policy Valuation – Factors to Consider

AXA Advanced Market’s discusses Generation CarePlan, a concept where family members come together to share the costs of life insurance. The strategy includes our Long-Term Care Services Rider to assure family assets are protected and the risk of long-term care expenses is provided for. IU-136673 (5/18) (Exp. 5/20)

Protect Family Harmony with the Generation CarePlan Concept

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.

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AXA, Life with inSight: Life Insurance Sales Podcast Series ...

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