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) Download transcript here ..read more

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) Download transcript here ..read more

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 Download transcript here ..read more

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. Download transcript here. GE-5665220.1 (5/23) (Exp. 5/25) Guest: Lance Belline ..read more

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. As a business owner, he has worked with numerous Financial Professionals and clients to simplify their financial planning by leveraging technology. What are his top insights? Press play to find out. GE-5484714.1 (3/23) (Exp 3/25) Guest: Adam Holt   ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more