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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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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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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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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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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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
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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 prepare your clients for the future. GE-5247780.1 (3/23) (Exp 1/25)
Guest: Steve Parrish of the American College of Financial Services
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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 strategies to support your clients. GE-5247780.1 (12/22) (Exp. 12/24)
Guest: Kyle Cormney of FTI Consulting
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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 (11/22) (Exp. 11/24)
Guest: Steve Oshins of Osins & Associates
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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: Randy O'Brien, founder of Corporate and Endowment Solutions
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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) (expires 3/24)
Guest: Ken Kozlowski, Executive Vice President and Chief Investment Officer of the Equitable Life Insurance Company
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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 sales approach and grow your practice.
Guest: Michael Kitces, Head of Planning Strategy at Buckingham Wealth Partners and Chief Financial Planning Nerd at kitces.com
GE-4117549.2 (1/24) (Exp.1/26)
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 Focus
GE-6158986.1 (1/24) (exp. 1/26)
Wade D. Pfau, PhD, is Professor of Retirement Income in the PhD in Financial and Retirement Planning program, Co-Director of the New York Life Center for Retirement Income, and RICP® program director at The American College of Financial Services.
GE-3474402.2 (3/23) (Exp. 3/27)
Guest: Wade Pfau
Michael Finke, PhD, CFP®, a nationally renowned researcher focuses on the value of financial advice, shares his insights and tips on the current investment environment and tax efficient investing with asset location strategies.
GE-3474411.2 (3/23) (Exp.3/27)
Guest: Michael Finke
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