Anthony Steuer is one of the few licensed life and disability insurance analysts licensed by the State of California (and of this type of licensee nationwide). Life and Disability Analysts are compensated on a fee basis for consulting services rather than traditional commission compensation.

Only licensed life insurance analysts are able to offer you fee based services, and in California, an advisor cannot accept both a fee and a commission from a client under any circumstance. For this reason, my services assure you an honest and unbiased analysis of your life insurance policies.

Services Offered:

Life Insurance Policy Evaluations (visit the library and read "Why Would A Life Insurance Policy Underperform):

 
 Other Services:

  • Trust Officer & Fiduciary Due Care Support: Assist Trust Officers, Advisors, Trustees and Fiduciaries in fulfilling and meeting their fiduciary duty by reviewing and monitoring life insurance policies for which they are responsible under the Prudent Trustee Rule for new and existing policies using the Comprehensive Life Insurance Valuation Service.
  • Life Insurance Consulting and Analysis Services (Hourly and Flat Project Fee):
  • General Life Insurance Issues - Needs planning, Illustrations, New Policies, In Force policies, Marketing
  • Estate Planning Life Insurance - Assisting in the use of life insurance as a funding vehicle for estate liquidity, equalization and wealth transfer.
  • Business Life Insurance - Assisting in analyzing and implementing in the use of life insurance (and where applicable disability income insurance) to fund buy-sell agreements, split-dollar, pension maximization, deferred compensation and other business uses of life insurance.
  • No-load/low load permanent/cash value life insurance purchases (Hourly and Flat Project Fee)
  • Continuous Policy Management: Life insurance, like other complex financial assets, must be managed on a regular basis. Annual reviews of the life insurance policy(ies) - The services offered would be a periodic "Basic Evaluation Service" or "Comprehensive Evaluation Service" – please contact me to discuss further.
  • Litigation Consulting – Expert Witness and Consulting - life insurance marketing, contracts and illustrations.
  • Content - Available to provide content for all forms of media along with Continuing Education Courses (see library for sample content)

For more information on any of the above services, use the contact form: click here or call 1-800-450-8909