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Equitable Life with inSightAuthor: Equitable Life Insurance Company
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) Language: en Genres: Business, Business News, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Enhancing financial strategies with Policy Review
Monday, 21 April, 2025
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.
