Welcome Members of Charlene Cong Masterclass
Access your free copy of The Questions and Answers on Insurance Planner.Â
An overview of basic buying, maintaining, and claim information for life, health, disability, homeowner’s, ong-term care, annuity, and auto insurance.
Be Ready for Life’s Challenges
The planner is designed to help you:
- Understand what insurance you do and do not need.
- Buying tips.
- Monitor and optimize your insurance coverage
It also includes tips on how to keep your costs down and your coverage up.
Be Ready For Life's Challenges
Help make sure you have full protection at the lowest cost.Â
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Hi, I'm Tony
Over the course of 30+ years, I've been a fee based Life & Disability Insurance Analyst and consulted for financial planners, wealth management advisors, litigation attorney.
I’m the author of Questions and Answers on Life Insurance: The Life Insurance Toolbook which was the recipient of the Excellence in Financial Literacy Education award. The book is used by financial advisors in their resource library, training for insurance agents and as a textbook for college courses in risk management.
As a member of the California Department of Insurance Curriculum Board, I helped oversee licensing and education requirements for California insurance agents.
I am currently an expert life and disability insurance content reviewer/advisor to Nerdwallet, Forbes and Bankrate.
