Is Life Insurance a ripe opportunity for financial advisors?

In this episode, Adam Holt & Derek Notman invite Tony Steuer into the Rethink Tank to talk about all things life insurance and how it might just be the next blue ocean opportunity.. Tony shares his perspective on life insurance as both an advisor, insurance expert, and fee-based consultant.

We chat about:

The shift in financial advice
The error of neglecting life insurance
The complexity of insurance products
Regulatory & Market issues
The Consumer Disconnect
Advice for improving our Industry
Recommendations for Financial Planners and AUM RIAs
And more

Resources:

Follow RethinkFA on LinkedIn

Connect With Tony Steuer:

Follow Tony on LinkedIn
Join Tony’s Money Club on his website
Buy Tony’s Book: Questions and Answers on Life Insurance

Connect With Adam Holt:

Connect With Derek Notman:

About Our Guest:

Tony Steuer is an experienced insurance advisor specializing in life insurance policy review and financial literacy. With over 30 years of experience, he has worked predominantly as a fee-based consultant, advising wealth managers, trust officers, and attorneys on the efficacy and value of life insurance policies. He has served on the California Department of Insurance curriculum board, ensuring the proper education of life insurance producers and is an expert content reviewer for esteemed financial platforms like Forbes, Bankrate, and Nerd wallet and commonly a guest on news programs. Additionally, Tony is an author of a well-regarded book, "Questions and Answers on Life Insurance," which has been used in numerous personal finance courses and has won an award for excellence in financial literacy education. He now advises a firm engaged in the insurance sector and actively raises awareness about life insurance through various media appearances and his podcast.

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