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Author Archives: Tony Steuer
Fees and expenses can have a dramatic impact on the importance of your insurance products – life insurance and annuities in particular. Understanding all the fees and expenses can help you make smart choices. Avoid variable and indexed insurance products … Continue reading
It’s good to remember that there can be significant dangers to borrowing from a life insurance policy with the worst result of a phantom income tax gain. While there are some positives to taking out a policy loan and in … Continue reading
AXA Fined by New York Department of Financial Services For Making Improper Changes To Variable Annuities!
Annuities are simple in concept, however, the majority of annuities in today’s financial marketplace are incredibly complex financial vehicles with many components. The following press release takes a look at what some companies are doing with their variable annuities … Continue reading
Long Term Care Insurance is a vital component of an overall financial plan serving as a backstop to your other assets. Bankrate.com just ran an excellent article which looks at avoiding Long Term Care Insurance Scams and highlights the importance … Continue reading
SEC Investor Bulletin Discusses Impact of Fees and Expenses (including Commissions) on Insurance Products:
Life Insurance policies can be incredibly complex financial vehicles. There are many different components that make up whole life, universal life, variable life and indexed life products. These component impact the earnings (interest, dividends, etc) and costs (cost of insurance, … Continue reading
Commissions: A dirty word to some, however, that’s how insurance agents are mostly compensated. Commission reform on financial products especially on insurance products is long overdue. The article “Compensation Conundrum” which originally appeared in Best’s Review discusses this and can … Continue reading