Equitable Life with inSight

About Equitable Life with inSight

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)

Publisher

Equitable Life Insurance Company

Category

business · news

Language

en

Explicit

No

First episode

1 Jun 2021

Latest episode

21 Apr 2025

Latest episodes

2 of 24 episodes have a transcript.

1. 

   21 Apr 2025TRANSCRIPT

   Enhancing financial strategies with Policy Review

   In this episode, we speak with Tom Thomas, Regional Vice President at Equitable Distributors LLC, about how regular policy reassessments can align your clients' life insurance with their evolving circumstances and financial goals. Whether nearing retirement, facing life changes, or optimizing coverage, this episode provides key insights to support their objectives. GE-7829326.1 (4/25) (Exp. 4/29) Additional material: The PPH Exam Approach to Policy Review [9-page client brochure] Guest: Tom Thomas, Regional Vice President of Life Distribution at Equitable Distributors, LLC Download transcript here.

2. 

   4 Apr 2025TRANSCRIPT

   Understanding the Social Security Fairness Act

   Tom McGlynn sits down with Collin Minor, the Director of Business Development at Advisor Controls, to discuss planning for retirement, navigating benefits and understanding the potential impact of the Social Security Fairness Act. Listen in while they break down the complexities and make them understandable to guide your clients on their journey toward financial security. GE-7750384.1 (3/25) (Exp. 3/29) Guest: Collin Minor, Director of Business Development at Advisor Controls Download transcript here.

3. 

   23 Dec 2024

   Election insights: Financial industry impacts, shifts and strategies

   In this episode, Equitable Advanced Markets' Tom McGlynn and guest Jennifer Fox delve into the transformative effects of the 2024 election on the financial industry, highlighting the intricate interplay between political shifts and financial strategies. Listen in where they focus on the implications for tax policies, regulatory changes, and economic forecasts. GE-7430807.1 (12/24) (Exp. 12/28) Guest: Jennifer Fox, Vice President of Federal Affairs at Finseca Download transcript here

Inside a recent episode

Enhancing financial strategies with Policy Review

Published 21 Apr 2025 · Transcript excerpt

[…] Well, Tom, I think everybody would agree that when a client purchases a life insurance policy, a lot of times they clear it on the shelves and they forget about it, and your life insurance policy without question is a dynamic and valuable asset. And for individuals, it provides the means to pay off debt, place lost income for families, pay for education, supplement retirement income, or even create a legacy plan. And for businesses, life insurance is used to protect themselves from financial loss, perhaps due to partners on timely death, or retain or replace key employees, and have an emergency access to cash. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.9 / 5

11 ratings

Podcast Authority Score: 39 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

58

Social presence

0

YouTube

0

Engagement

51

Contact Equitable Life with inSight

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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