Category Archives: Policy Reviews

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

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Spring Cleaning with The Questions and Answers on Insurance Planner

Spring cleaning is upon us and the following article is a reminder that it’s always a good time to review your finances including your insurance policies. The Questions and Answers on Insurance Planner mentioned above is designed to help you … Continue reading

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New from Tony Steuer: The Questions and Answers on Insurance Planner

Very proud to announce my latest publication: The Questions and Answers on Insurance Planner.  This planner covers every line of coverage and provides tips on choosing an agent and insurance company along with a glossary of common terms.  For a … Continue reading

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Avoid Long Term Care Insurance Scams

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

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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

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Fitch Ratings: U.S. Life Insurance Industry Well-Positioned to Navigate Macroeconomic Challenges in 2014

With the continued improvement in the economy, the financial forecasts for U.S. Life Insurance Companies continues to improve.  The latest is covered in an article titled: “FitchRatings: U.S. Life Insurers well positioned in 2014″ as reported on Lifehealthpro.com (click to … Continue reading

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Banned and Still Not Going Away: Stranger-Owned Life Insurance:

In yet another example of an abusive life insurance sales practice that just won’t go away despite being a banned practice, Stranger Owned Life Insurance (STOLI) – also known as Investor Initiated Life Insurance has resurfaced according to a press … Continue reading

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National Financial Educators Council (NFEC) Features Insurance Literacy Page for Tony Steuer

Over the last few months, I’ve been working more closely with the National Financial Educator’s Council (NFEC) and am pleased to announce that they have created an Insurance Literacy Page to help spread the word on Insurance Literacy.  The NFEC … Continue reading

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Interview with Aaron Crowe for Bestlifequote.com: 18 Ways to Save on Life Insurance

Thanks to Aaron Crowe for the opportunity to comment for his article on Bestlifequote.com on “18 Ways to Save on Life Insurance”.  Aaron takes a close look at some ways you can save on life insurance.  Remember, each insurance company is … Continue reading

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Interview with Tamara Holmes for Insurancequotes.com: 5 Factors That May Influence Your Life Insurance Rates

Thanks to Tamara Holmes for the opportunity to be a source for her article on Insurancequotes.com on “5 Factors That May Influence Your Life Insurance Rates”.  As always, Tamara provides a new and unique perspective on a much written about … Continue reading

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