Welcome Achievable Members
Access your free copy of The Questions and Answers on Life Insurance Workbook.
A Step-by-Step Guide to Simple Answers for Your Complex Questions. This is a great to review your client's life insurance needs and policies.
A User-Friendly Workbook to Making Expert Life Insurance Decisions
A practical, one-of-a-kind resource for choosing the best life insurance policy for your clients. A step-by-step process for making key life insurance decisions:
1. How much life insurance do I need?
2. What type of life insurance is right for me?
3. How might my medical and financial history affect my rates?
4. Which life insurance company should I work with?
5. How do I choose a trusted agent or advisor?
6. What policy components or riders are important to me?
7. Is my current policy living up to my expectations and needs?
8. Should I replace my current policy or supplement it?
9. What is the best way to terminate a policy?
Access The Workbook
Learn my proven process to review life insurance needs and monitor policies.
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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.
