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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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The power of the firm (Part 2)
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:
The Business Strategies Group Advisor Marketing Process [1-page overview] Guests: Mark Rooney, CFP®, CLU, ChFC, and Jamie Smith, JD, from The Business Strategies Group of Southern California
Download transcript here. -
The power of the firm (Part 1)
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:
Intro to The Business Strategies Group [1-minute video] The Business Strategies Group Infographic [2-page overview] Guests: Mark Rooney, CFP®, CLU, ChFC, and Jamie Smith, JD, from The Business Strategies Group of Southern California
Download transcript here. -
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)
Download transcript here. -
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)
Download transcript here. -
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
Download transcript here. -
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
Download transcript here.