Equitable Life with inSight Equitable Life Insurance Company
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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)
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Registered Investment Advisors (RIAs) and the effective strategies they use to help ensure financial well-being
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)
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Utilizing employee benefits to create innovative sales opportunities
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)
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Women and retirement savings
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
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Long-term care opportunities - preparation Is key
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
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More Wealth, Less Taxes
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
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Utilizing technology to uncover hidden sales opportunities
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 here.
Customer Reviews
Well done!
Thanks for helping those who manage assets understand the benefit of insurance in the portfolio
Insightful!
Great show!