37-point checklist for reviewing life insurance? with Tony Steuer
Retirement Tax Services Podcast · Retirement Tax Services
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Show Notes
Taxes are just one piece of the puzzle and in this episode, Steven is joined by someone who specializes in a different piece of the puzzle: life insurance. Tony Steuer has decades of experience reviewing life insurance policies to help clients understand whether the policy really is set up to do what they think it's supposed to. Steven and Tony don't quite cover 37 points but do share some great insight into what an advisor should look for when reviewing life insurance policies and surprising no one, one of the action items is getting the actual documents! https://zurl.co/zuq4