Questions and Answers on Life Insurance

“Tony’s book is my comprehensive life insurance reference. He takes complex topics and breaks them down into plain English. I relied heavily on this book when studying for the CFP exam and continue to use it when I have life insurance questions in my role as a wealth manager.”

—Janet Hoffman, CFA, CFP Principal, Integral Financial Solutions, Inc.

“I am using your book again this summer and plan to use it in the fall as well. The students love the simple straightforward nature of your writing. It is easily understood for anyone who knows very little or nothing about life insurance. Your book demystifies what some would considers a very difficult topic to understand.”

—John Gilliam, PhD, CFP, ChFC, CLU Assistant Professor Master’s Program Advisor Texas Tech University

“I found this book to be very thorough, covering many important topics regarding life insurance. This book is very consumer friendly, as well as informative to a seasoned professional. There does not seem to be very much on the topic of life insurance in the marketplace and it is refreshing to see Mr. Steuer tackle these issues in a consumer-friendly manner. I would be more than happy to recommend this book to anyone interested in learning about the life insurance industry. Many books are written on how to accumulate assets/wealth. More books, like this one, should tackle the issues of protect- ing financial assets.”

—Jacob Zollett Vice President, Cohen Insurance Agency

“Questions and Answers on Life Insurance is a great primer for anyone with life insurance questions. This is a particularly valuable resource since consumers never know who to believe when they are contemplating buying a policy. After reading this book, you’ll increase your chances of obtaining a better policy or you may very well decide you don’t need cash value life insurance at all. I share Steuer’s belief that most people only need term insurance. If you want a rare unbiased look at insurance, this is your guide.”

—Lynn O’Shaughnessy College Solutions Blogger & Financial Columnist

“I have had this book on my reference shelf for a while now, and find myself picking it up more often all the time. When looking at life insurance there are many pieces and topics to cover, and that can lead to not only confusion on the part of the consumer, but also to those in the industry to different extents. There is no ‘best’ policy—only the best policy for the financial objective of the buyer. Getting to that objective and then finding the policy type that fits that need is briefly mentioned specifically in the book under policy suitability. However, the underlying tone of the book throughout—its educational tone—provides information that will allow the reader to see what makes a particular type of policy applicable to the needs at hand—whether they be maximum cash values, specific business applications, etc. Mr. Steuer also touches on some more advanced upper market tools, such as premium financing, that may be of interest to those involved in sophisticated sales. As someone who has been involved with life insurance analysis for twenty-two years, I can say that overall this is a very useful and readable book.”

—Roger Blease Owner, Blease Research

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