OnAir with AXA Equitable

18 Episodes

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Business Insurance Made Easy

2014-01-0708:19

Learn more about AXA's Guaranteed Issue program which is designed to ease the administration on cases involving a large number of lives with a high percentage of participation. The program should enhance the marketability of life insurance products in many business situations. GE 89990 (12/13 Exp. 12/15)

Sales Strategies: Life Insurance and AXA's Long Term Care Services Rider

2013-11-1112:22

November is National Long Term Care Month making it a good time to reach out to clients and prospects about planning for their future needs. Aging baby boomers will likely face long term care expenses and many financial professionals are turning to life insurance with a Long Term Care Rider as a planning strategy. Listen to a sales success story from producer, Michael Strouch of Creative Risk Management in Westport, CT and learn about his planning sale approach. Michael offers actionable insight into tax considerations, market segmentation and inflation. He'll also share AXA's competitive advantages and a case study with an estate planning twist. GE 88568 (10/13 Exp. 10/15)

Streamline Sales with eApp

2013-10-1809:39

Interested in streamlining processes, driving life and annuity sales, and securing referrals? Listen to Branch Manager Tom Queri's story about how he overcame his technology fears, realized the benefits of eApp, adopted digital tools, and led by example to transform his practice and deliver meaningful business impact. GE 88788 (10/13 Exp. 10/15)

PPH Exam #1: Open Doors, Close Sales

2013-09-1927:44

Top of the Table producer, Al Papa, talks about how to open doors and close sales using AXA Equitable’s new PPH Exam – a unique approach to policy review that simplifies the process into Purpose, Product and Health considerations. GE 86386 (9/13 Exp. 9/15)

PPH #2 Identify Purpose = Planning Success

2013-09-1918:38

Policyowners may have different life insurance needs as their lives change. Listen to Mark Teitelbaum, AXA Equitable VP of Advanced Markets, discuss the impact of change and how policyowners, including individuals, trusts, businesses, and charities can be prepared by using AXA Equitable's PPH Exam. [GE 88397 (9/13 Exp. 9/15)]

PPH Exam #3: Product and Matt Berman

2013-09-1917:23

It’s important to consider industry trends when conducting a policy review. Market volatility and regulatory and tax changes have had a dramatic influence on life insurance products in recent years. Gain insights into AG38 and the subsequent impact to secondary guarantee products as well as growing opportunities from our new head of life product development, Matt Berman. [GE88352 (9/13 Exp.9/15)]

PPH Exam #4: Healthy and Financially Fit?

2013-09-1910:51

Lifestyle choices can have a direct impact on client’s life insurance premiums. Barbara Peterson, AXA Equitable VP of Underwriting, shares some rate reduction success stories and offers ways to use the PPH Exam when meeting with clients to discuss their health.

AXA's Global Underwriting Strategy and International Trends

2013-08-2208:38

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.

Sales Success Story: AXA Equitable’s Long Term Care Service Rider

2013-08-1306:13

Chances are your female clients will outlive their spouses. Have you considered talking to them about AXA Equitable life insurance with the Long Term Care Services Rider? Hear how one financial professional was able to find opportunities in his practice and implement this effective planning option. Learn how our rider is uniquely positioned in the marketplace and designed to meet the needs of families. GE 87395 (8/13) Exp. (8/15)

EasyUnderwriting

2013-05-0209:07

When it comes to sales, speed is everything. Hear how AXA's Easy Underwriting program is meeting the needs of today's life insurance consumers. Listen to Chief Underwriter, Mary Bates, describe how we streamlined the process for certain segments of our life insurance business. Gain valuable tips from an early adopter and learn how the program is impacting sales and providing financial professionals a competitive edge.

Connecting with CPAs

2013-03-2510:04

AXA Equitable’ s 1040 Overlay can help you discover planning opportunities with new and existing clients utilizing an overlooked tool - your client's income tax return. The program also lets you build bridges with CPAs and other centers of influence. But don’t take our word for it, listen to Alec Herring of Buchholz Planning share his sales success story. GE 84428 (3/13) Expires (3/15)

Income Taxes: Opportunities for Small, Mid and Large Incomes

2013-02-1512:34

It could be said that financial professionals are the cure for what is ailing the American tax payer. Why? Learn more about opportunities to help small, mid and large income clients protect their wealth and deal with the impact of the American Taxpayer Relief Act of 2012. Listen to AXA's Advanced Markets experts, Bruce Guillemette and Brain Sherman, weigh-in with industry insights and strategies for every U.S worker. GE 83101 (1/13) expires (1/15)

Smart Estate Planning for 2013

2013-01-0217:09

Regardless of where the various tax rates and exceptions end up, AXA Equitable’ s resident estate planning experts weigh-in with four ideas for 2013 including AB Trust Funding, Private Financing, Annual Gift Exclusions and Projected Inheritance. GE83472 (12/12)

Projected Inheritance

2012-11-1616:13

Do you have clients that expect to inherit wealth, but don’t have the current net worth to justify their future life insurance needs? Learn how AXA Equitable’s Projected Inheritance niche can offer strategic ways to help multiple generations transfer wealth and lock in a legacy plan today. Hear from Advanced Markets attorney, Hugo Tomasio, and Chief Underwriter, Kathy Fell, on how the program works, important guidelines and a recent sales success story. GE 81582 (12/12)

Hedging 101

2012-08-1019:11

How does Hedging work and why does it matter when evaluating Indexed Universal Life products? What three questions should financial professionals ask carriers? Bobby Samuelson, managing partner at The Life Product Review, explains and offers advice to financial professionals navigating the growing IUL market. GE 69850 (8/12) Exp 8/14

Understanding Indexed Loans

2012-07-1617:42

Why is the loan feature on Indexed Universal Life policies discussed so often in the marketplace? Gain a better understanding of the hidden costs of indexed loans from expert Bobby Samuelson, managing partner at the Life Product Review, and Frank Chechel, VP of Product Design at AXA Equitable. Bobby and Frank explain the potential short and long-term impact of indexed loans for producers and clients. GE 68816 (6/12)

Indexed Universal Life Skeptic to Believer

2012-06-0812:16

There’s no denying the growing popularity of Indexed Universal Life insurance policies. Yet many in the industry are still struggling to understand the nuances of the product. Kevin O’Conner, managing partner at OWR Opinion, a life insurance brokerage agency, was a self-proclaimed “IUL skeptic” until a particular case changed his mind. Listen to his perspective on the product and how firms and financial professionals are evolving with Indexed Universal Life trends. AXA Equitable Life Insurance Company (AXA Equitable), NY, NY 10104. AXA Equitable and OWR Opinion are not affiliated entities. GE-68637STR (6/12)

Paying it Forward: Life Insurance and Charitable Giving

2012-05-0311:48

Americans give billions of dollars to charity every year creating great opportunities for financial professionals. Get expert advice on how to penetrate this market from Advanced Markets attorney, Rich Olewnik. Learn about unique planning issues facing charities in the current economic environment and approaches life insurance professionals can use to address short and long term needs. GE 68453 (4/12)

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