Financial Advisors Want To Know Podcast
Welcome to the Financial Advisors Want to Know Podcast Hosted by Catherine Tindall, CPA.
Each short episode is a targeted topic for advisors looking to scale intelligently, save taxes, and build their practice to 7-8 figures the right way the first time. Join Catherine and the experts she brings on as you grow and scale your practice.
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Financial Advisors Want To Know Podcast
Ep 54: What to Look for When Reviewing Life Insurance Policies
Financial Advisors Want to Know: What to Look for When Reviewing Life Insurance Policies - Ep. 54 Tony Steuer
Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.
Tony Steuer, CLU, LA, CPFFE is an internationally recognized financial preparedness advocate, podcaster, award-winning author and fintech advisor. He is an expert content reviewer for Nerdwallet and Bankrate.
Podcast Takeaways:
Reviewing Policies Is Critical: Many life insurance policies are left unmanaged, leading to potential lapses or unmet expectations. Advisors can add value by regularly reviewing these "orphan policies."
Order In-Force Illustrations: Advisors should obtain in-force illustrations to evaluate how a policy is currently performing and predict its future performance accurately.
Understand Client Goals: Effective policy reviews start by understanding the client’s objectives—ensuring the coverage aligns with their financial plan and long-term needs.
Spot Common Issues: Advisors should check for red flags such as insufficient premiums, policy loans, and unguaranteed terms, which can impact the policy’s longevity.
Education Empowers Advisors: Resources like Tony’s book or enforced illustration templates can help advisors confidently navigate life insurance policies and better serve their clients.
Connect with Tony:
https://www.linkedin.com/in/tonysteuer
https://www.tonysteuer.com
Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/
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https://dominion-enterprise-services.kit.com/9944b047d9
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admin@dominiones.com
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Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9
Visit us at DominionEs.com
Connect with Catherine on LinkedIn
