AXA, Life with inSight: Commuter Podcast Series by AXA Equitable Life Insurance Company

Join us to hear a discussion about the vital importance of Hybrid Domestic Asset Protection Trusts. Discover how these trusts can be used effectively to insulate and protect your client’s assets and the important role they play in maximizing estate distribution. -- IU-3063132 (5/20) (Exp. 9/20)

The SECURE Act, recently overshadowed by market volatility, will have a long-term effect on client planning. Listen to this important podcast to gain insight on navigating through these turbulent times along with best practices to support new and existing clients. -- IU-2999930 (3/20) (Exp. 6/20)

Market Volatility has affected all our planning and clients. Gain insights on navigating through these turbulent times along with best practices to support new and existing clients. -- IU-3015039 (03/20) (Exp. 03/22)

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)

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)

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)

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)

Join us as Equitable’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)

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

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)

Equitable 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)

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. Equitable’s Tom McGlynn interviews Cindy Wormser, Mark Teitelbaum and Doug Lawson from the Advanced Markets team on each of these issues. IU-2382338 (1/19) (Exp. 1/21)

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

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)

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)

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)

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)

Equitable’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)