Best Axa Distributors podcasts we could find (Updated April 2019)
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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.
 
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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)
 
AXA 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. AXA’s Tom McGlynn interviews Cindy Wormser, Mark Teitelbaum and Doug Lawson from the AXA 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. AXA’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 re ...…
 
A Post Mid-Term Election Analysis. A discussion regarding the results and the effect that we may see in the financial world, and planning that can be done for clients. Guest: Chris Morton, Executive VP, AALU IU-139882 (9/18) (Exp. 9/20)
 
As the mid-term election nears, the results can have a long-term effect on the financial markets, taxes and the planning we do for our clients. See how events are shaping up and how they may affect your planning approaches. Guest: Tom Crawford IU-140076 (10/18) (Exp. 10/20)
 
AXA’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 ...…
 
AXA Advanced Market’s discusses Generation CarePlan, a concept where family members come together to share the costs of life insurance. The strategy includes our Long-Term Care Services Rider to assure family assets are protected and the risk of long-term care expenses is provided for. IU-136673 (5/18) (Exp. 5/20)…
 
Wealth Planning and Asset Location - AXA Advanced Market’s Alex Kim interviews Chris Kaplan, VP of AXA’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 - AXA’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)…
 
AXA’s Bruce Guillemette interviews three members from the AXA Advanced Markets team: Cindy Wormser, CLU, ChFC, MSFS, Alex Kim, JD and Doug Lawson, JD on trends we’ve seen in 2017 and what we can expect in 2018. They are all experts in Business, Estate and Executive Benefits planning and consult with financial professionals and distribution part ...…
 
AXA’s Mark Teitelbaum, JD, LL.M., CLU, ChFC interviews Robert Keebler, CPA/PFS, MST, AEP on the recent Tax Framework proposal and how this might affect planning for your clients. IU-130119 (10/17) (Exp. 10/19)
 
Barry Flagg, CLU, CHFC, CFP®, founder of Veralytic, will take a look at how life insurance has historically been sold and monitored. He will discuss how that fits into today’s standards required by the Uniform Prudent Investor ACT (UPIA) and court cases such as Cochran v. KeyBank. IU-122962 (1/17) (Exp. 1/19)…
 
Randy Zipse, JD, AEP (Distinguished) will interview Stephan Leimberg, recognized author and speaker, on ethics in your practice. They will discuss developments in ethics and, specifically, they will look into why good people do bad things. IU-123014 (2/17) (Exp 2/19)
 
AXA’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-1222 ...…
 
Randy Zipse interviews Tom Begley, Jr., on the importance of planning for the special needs of a loved one. Mr. Begley is a nationally recognized expert in all aspects of elder law and special needs planning. There is a critical need for planning in this area, considering that 1 in 4 families has a loved one with special needs. The number one t ...…
 
AXA’s Randy Zipse, JD, AEP (Distinguished) interviews Steven Oshins, of Oshins & Associates, LLC, on the importance of life insurance in estate and asset protection planning. Randy and Steve will discuss the advantages and disadvantages of domestic and offshore trusts as well as compare a number of the leading trust jurisdictions for advanced p ...…
 
AXA’s Randy Zipse, JD, AEP (Distinguished) will interview Stephan Leimberg, recognized author and speaker, on current developments in Estate and Business Planning Leimberg is a nationally recognized expert on estate and business planning. Randy and Steve will discuss recent cases and other developments impacting life insurance in estate and bus ...…
 
With September being Life Insurance Awareness Month – Melissa Wandall will join AXA’s Randy Zipse, JD, AEP (Distinguished) to discuss the importance of life insurance. Melissa is a nationally recognized motivational speaker who has been featured on programs including ABC World News and the Today Show. IU-118961 (9/16) (Exp 9/18)…
 
AXA’s Randy Zipse, JD, AEP (Distinguished) will interview Stephan Leimberg, recognized author and speaker, on current developments in Estate and Business Planning Leimberg is a nationally recognized expert on estate and business planning. Randy and Steve will discuss recent cases and other developments impacting life insurance in estate and bus ...…
 
Join AXA’s Randy Zipse and author, Linas Sudzius, as they discuss planning for the family business owner. When working with entrepreneurs, business continuation planning is an integral part of the estate planning process. IU-115748 (6/16) (Exp 6/18)
 
Larry will discuss with Randy what this U.S. Tax Court case does and does not clarify. You won't want to miss this discussion, by one of the legal community's leading split dollar experts, on this popular but controversial concept. IU-116284 (6/16) (Expires 6/18)
 
Policy Valuations are a critical planning area and issues surrounding valuing policies seem to be increasing. In our latest installment we speak with Larry Brody JD, LL.M, of Bryan Cave, LLC and explore this surprisingly complex area and the variety of planning issues affected by policy valuations. IU-102188 (3/15) (Expires 3/17)…
 
Learn how business owners and employees may benefit from Employee Stock Ownership Plans while avoiding the pitfalls that call certain plans under scrutiny. [GE-83101 (10/14) Expires (10/16)]
 
Learn more about AXA’s global underwriting strategy from Dr. Sohel Abu, Head Underwriter and Chief Medical Officer at AXA Group. Gain insight into international industry trends and how future medical and technological advancements might impact the U.S life insurance market.
 
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