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 m

The power of the firm (Part 2)

Jun 3rd, 2024 43m

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.

The power of the firm (Part 1)

May 20th, 2024 31m 57s

Registered Investment Advisors (RIAs) and the effective strategies they use to help ensure financial well-being

Dec 28th, 2023 16m 32s

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 A

Utilizing employee benefits to create innovative sales opportunities

Dec 8th, 2023 17m 22s

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 c

Women and retirement savings

Jul 13th, 2023 15m 35s

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 insu

Long-term care opportunities - preparation is key

Jun 12th, 2023 20m 28s

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/

More Wealth, Less Taxes

May 17th, 2023 31m 15s

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 Bel

Utilizing technology to uncover hidden sales opportunities

Apr 20th, 2023 23m 12s

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

Life insurance as a possible retirement asset

Mar 28th, 2023 25m 59s

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 prep

The 2022 midterm election aftermath - what's next?

Dec 2nd, 2022 31m 16s

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 str

Utilizing trusts in estate planning

Nov 11th, 2022 29m 12s

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 (11/2

Build your asset location strategy with the Life Income Plan℠

Nov 2nd, 2022 20m 27s

Randy O'Brien, founder of Corporate and Endowment Solutions, CES, shares a different approach on how to prepare clients for retirement. See how this strategy can help clients be ready for the future. GE-4866694.1 (10/22) (Exp. 10/24) Guest: Ran

Build your asset location strategy with the Life Income Plan

Nov 2nd, 2022 20m

Tips for navigating the unprecedented challenges facing today's economy

Apr 28th, 2022 18m 47s

Join us as Equitable's Mark Teitelbaum interviews Ken Kozlowski on how to navigate the current investment landscape in the face of the unprecedented economic and geo-political challenges that influence our economy today. GE-4621595.1 (3/22) (ex

Tips for navigating the unprecedented challenges facing todays economy

Apr 28th, 2022 18m

Applying Behavioral Finance In Your Financial Planning Practice

Feb 7th, 2022 32m

Applying behavioral finance in your financial planning practice

Feb 4th, 2022 32m 47s

Behavioral finance studies why people make certain financial choices and how those choices can affect markets. Listen to this overview from expert Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL. Use this tactic to enhance your sale

Estate Planning: How to help clients plan today for possible changes in the future

Nov 17th, 2021 30m

Estate Planning: How to Help Clients Plan Today for Possible Changes in the Future

Nov 16th, 2021 32m 25s

There are multiple income and wealth transfer tax bills working their way through Congressional Committees. These bills could have a profound impact on Estate Planning. Learn about flexible planning options financial professionals can offer to

Productivity for insurance and financial advisors

Nov 3rd, 2021 36m 52s

Productivity for Insurance and Financial Advisors identifies the fundamental strategies and mindset to reclaim focus and increase productivity. Guest: Doug Grady, professional speaker, author of The Ripple Effect, and creator of 40 Days of Focu

Productivity for insurance and financial professionals

Nov 3rd, 2021 35m

Embracing distribution planning with a tax-free strategy

Sep 23rd, 2021 24m 59s

Thought 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 loc