Embracing distribution planning with a tax-free strategy
Release Date: 09/23/2021
Enhancing financial strategies with Policy Review
Equitable Life with inSight
In this episode, we speak with Tom Thomas, Regional Vice President at Equitable Distributors LLC, about how regular policy reassessments can align your clients' life insurance with their evolving circumstances and financial goals. Whether nearing retirement, facing life changes, or optimizing coverage, this episode provides key insights to support their objectives. GE-7829326.1 (4/25) (Exp. 4/29) Additional material: [9-page client brochure] Guest: Tom Thomas, Regional Vice President of Life Distribution at Equitable Distributors, LLC Download transcript .
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Understanding the Social Security Fairness Act
Equitable Life with inSight
Tom McGlynn sits down with Collin Minor, the Director of Business Development at Advisor Controls, to discuss planning for retirement, navigating benefits and understanding the potential impact of the Social Security Fairness Act. Listen in while they break down the complexities and make them understandable to guide your clients on their journey toward financial security. GE-7750384.1 (3/25) (Exp. 3/29) Guest: Collin Minor, Director of Business Development at Advisor Controls Download transcript .
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Election insights: Financial industry impacts, shifts and strategies
Equitable Life with inSight
In this episode, Equitable Advanced Markets' Tom McGlynn and guest Jennifer Fox delve into the transformative effects of the 2024 election on the financial industry, highlighting the intricate interplay between political shifts and financial strategies. Listen in where they focus on the implications for tax policies, regulatory changes, and economic forecasts. GE-7430807.1 (12/24) (Exp. 12/28) Guest: Jennifer Fox, Vice President of Federal Affairs at Finseca Additional link: [ceoupdate.com article] Download transcript
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Navigating the future: Key insights on Long-Term Care Planning
Equitable Life with inSight
In this episode, explore the evolving landscape of long-term care planning. Stephen Coskran, Equitable Advanced Markets, simplifies the complexities and provides insights on the future of long-term care. These top planning tips are crucial for navigating this essential aspect of holistic life planning. GE-7359612.1 (12/24) (Exp. 12/28) Guest: Stephen Coskran, ChFC®, CLU®, NQPC™, CLTC®, CEPA® Download transcript .
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Anticipating tax policy shifts before the 2024 election: Impacts on life insurance and annuities sales
Equitable Life with inSight
Join us as we discuss with Kyle Cormney of FTI Consulting the potential effects of upcoming tax policy changes on the sale of life insurance and annuities. We'll also explore the opportunities available for financial professionals in today's market. GE-7078003.1 (10/24) (Exp. 10/28) Guest: Kyle Cormney, FTI Consulting Download transcript .
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Equitable VUL Incentive Life Protect℠—a cost-effective strategy for clients seeking maximum protection
Equitable Life with inSight
This is an episode you won't want to miss! Join us to learn about our newest protection-focused VUL and how it could provide the peace of mind your clients are looking for when it comes to protecting their future. GE-6709620.1 (7/24) (Exp. 7/28) Additional link: [8-page brochure] Guest: Keith Wziontko, Regional Vice President with Life Distribution at Equitable Distributors, LLC Download transcipt .
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The current status of long-term care legislation
Equitable Life with inSight
Don't miss this informative episode where Melissa Bova from Finseca will provide her knowledge and insight about the industry's position on long-term care regulations. We'll discuss the current legislative landscape and its impact on proposed mandatory coverage in certain states nationwide. GE-6684163.1 (6/24) (Exp. 6/28) Additional link: [image] Guest: Melissa Bova, Vice President of State Affairs, Finseca Download transcript .
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The power of the firm (Part 2)
Equitable Life with inSight
Join us for this inspiring podcast where we discuss navigating the complexities of today's closely-held business space. Find out what our special guests are experiencing, and gain insights from these highly-regarded professionals in the field. GE-6651263.1 (5/24) (Exp. 5/28) Additional link: [1-page overview] Guests: Mark Rooney, CFP®, CLU, ChFC, and Jamie Smith, JD, from The Business Strategies Group of Southern California Download transcript .
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The power of the firm (Part 1)
Equitable Life with inSight
Join us for this inspiring podcast where we discuss navigating the complexities of today's closely-held business space. Find out what our special guests are experiencing, and gain insights from these highly-regarded professionals in the field. GE-6609247.1 (5/24) (Exp. 5/28) Additional links: [1-minute video] [2-page overview] Guests: Mark Rooney, CFP®, CLU, ChFC, and Jamie Smith, JD, from The Business Strategies Group of Southern California Download transcript .
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Registered Investment Advisors (RIAs) and the effective strategies they use to help ensure financial well-being
Equitable Life with inSight
Karen Barr shares with us not only what the roles of an RIA are, but what they bring to the table when it comes to creating effective financial strategies for clients. Guest: Karen Barr, President and Chief Executive Officer of the Investment Adviser Association (IAA) GE-6158953.1 (1/24) (Exp. 1/26) Download transcript .
info_outlineThought leader and best-selling author, David McKnight, provides his top insights on financial strategies and tax planning for financial professionals and clients. Listen to this podcast to learn about the current tax environment, why asset location is significant, and what a vitally important role life insurance can play while planning for retirement.
GE-3708106.2 (4/24) (Exp. 4/26)
Guest: David McKnight
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