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Kandungan disediakan oleh Prajin and Steven Jarvis. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Prajin and Steven Jarvis atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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37-point checklist for reviewing life insurance? with Tony Steuer

28:44
 
Kongsi
 

Manage episode 429005369 series 2940942
Kandungan disediakan oleh Prajin and Steven Jarvis. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Prajin and Steven Jarvis atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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

  continue reading

114 episod

Artwork
iconKongsi
 
Manage episode 429005369 series 2940942
Kandungan disediakan oleh Prajin and Steven Jarvis. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Prajin and Steven Jarvis atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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

  continue reading

114 episod

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