The Get Ready Money Podcast
The Get Ready Money Podcast with Tony Steuer features insightful conversations with thought leaders who are transforming how we think about money.
Each episode provides actionable tips and meaningful insights to help you ask the right questions, improve your financial conversations, and take control of your financial future. Whether you’re a financial professional or simply looking to strengthen your financial foundation, this podcast will leave you empowered and prepared.
“The litmus test for a terrific podcast has to be that you found yourself wishing you were ‘in the room’ for the conversation you're listening to, so you could participate. I had that feeling when Tony Steuer, CLU, LA, CPFFE and Bobbi Rebell Kaufman, CFP® were discussing the importance of understanding who you are taking financial advice from, and how much further in life just a little more intention can get you. Worth a listen!” – Karen Holland
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The Get Ready Money Podcast
How To Analyze Your Life Insurance
On this episode of The Get Ready Money Podcast, I spoke with Steven Zeiger, Managing Director at KB Financial Services and at Veralytic about changing the way we think about money and life insurance policy analysis.
Key takeaways:
- How independent benchmarks can help.
- Why life insurance policies are complex.
- How advisors can get started analyzing a life insurance policy.
- Why this is a new fiduciary era for life insurance.
- The value of independent research.
Connect with Steven Zeiger:
KB Financial Website (here)
LinkedIn (here)
Resources mentioned:
Ethical Edge (here)
Morningstar (here)
Value Line (here)
Veralytic
Zinnia (here)
A Shot Across the Bow by Barry Flagg and Steven Zeiger - read the article (here)
Bio:
Steven Zeiger serves as a Managing Director at KB Financial and has been asked to educate members dozens of groups such as STEP, ACTEC, NAEPC, PLI, THE ABA, and over 30 other organizations on the application of prudent investor guidelines to life insurance product selection and portfolio management. These guidelines are based on established and proven asset management doctrine- benchmarking, analysis of cost, performance and risk, etc.. Steven helps fiduciaries guide their clients’ insurance decisions based on the only patented prudent process for life insurance selection and retention. Steven is published in Trust & Estates Magazine.
The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.
