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 .
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Utilizing employee benefits to create innovative sales opportunities
Equitable Life with inSight
Stephanie Shields, head of Equitable Employee Benefits, shares her thoughts about the challenges and opportunities that the Employee Benefits market is facing today. She will discuss how we can develop strategies to help address the needs and concerns of employers seeking to offer a meaningful and competitive benefit package to their employees. Guest: Stephanie Shields, head of Equitable Employee Benefits GE-6055006.1 (10/23) (Exp.10/25) Download transcript .
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Women and retirement savings
Equitable Life with inSight
On average, women lag far behind men in retirement confidence, contributions and savings. Alexis Daughtridge, Equitable Distributors and Nory Gonzalez, Equitable Group Retirement, explain why and show us how to help more women get the life insurance coverage they need. GE-5788263.1 (7/23) (Exp. 7/25) Guests: Alexis Daughtridge and Nory Gonzalez Download transcript .
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Long-term care opportunities - preparation Is key
Equitable Life with inSight
Melissa Bova, Vice President of State Affairs at Finseca, speaks to the potential Long-Term Care Act for California. Hear how to prepare for this huge opportunity and beyond, as other states may quickly follow suit. GE-5713456.1 (6/23) (Exp. 6/25) Guest: Melissa Bova, Vice President of State Affairs at Finseca Download transcript .
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More Wealth, Less Taxes
Equitable Life with inSight
Lance Belline, CFP, Equitable Advisor and the author of the popular book More Wealth, Less Taxes, shares his top tips about potential tax savings, wealth creation and financial pitfalls to avoid. GE-5665220.1 (5/23) (Exp. 5/25) Guest: Lance Belline, CFP Download transcript .
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Utilizing technology to uncover hidden sales opportunities
Equitable Life with inSight
Listen in as we speak with Adam Holt, a seasoned financial professional and CEO of Asset-Map Holdings. He'll share knowledge and data on what really matters to clients. GE-5484714.1 (3/23) (Exp 3/25) Guest: Adam Holt, CEO of Asset-Map Holdings Download transcript .
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Life insurance as a possible retirement asset
Equitable Life with inSight
We all know that life insurance equals protection. However, did you know it can also be considered an asset that could be utilized in retirement? Join us as Steve Parrish discusses how leveraging all the benefits of life insurance can help prepare your clients for the future. GE-5247780.1 (3/23) (Exp 1/25) Guest: Steve Parrish of the American College of Financial Services Download transcript .
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The 2022 midterm election aftermath - what's next?
Equitable Life with inSight
Kyle Cormney of FTI Consulting shares his thoughts on the midterm election results and what we might expect in the future. With these potential legislative changes on the horizon, his insights could help you be prepared with the appropriate strategies to support your clients. GE-5247780.1 (12/22) (Exp. 12/24) Guest: Kyle Cormney of FTI Consulting Download transcript .
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Utilizing trusts in estate planning
Equitable Life with inSight
Steve Oshins demonstrates how to utilize different types of Trusts in the Estate Planning arena. Listen in as he shares the "secret sauce" that could benefit both you and your clients when it comes to planning for the future. GE-5081434.1 (11/22) (Exp. 11/24) Guest: Steve Oshins of Osins & Associates Download transcript .
info_outlineLance Belline, CFP, Equitable Advisor and the author of the popular book More Wealth, Less Taxes, shares his top tips about potential tax savings, wealth creation and financial pitfalls to avoid. GE-5665220.1 (5/23) (Exp. 5/25)
Guest: Lance Belline, CFP
Download transcript here.