About |
Professional Biography: Tony Steuer, CLU, LA
Tony Steuer is an author, speaker, and consultant with expertise in life insurance. He is an advocate for financial literacy, and through his educational books and website he provides simple answers to complex questions on life insurance.
Writing
Author of Questions and Answers on Life Insurance & Questions and Answers on Life Insurance: The Workbook
Recipient: Excellence in Financial Literacy Award, Institute for Financial Literacy
Forbes: Listed as 1 of 9 Great Investment Books to read
Textbook - PHD/Master’s Program Personal Financial Planning, Texas Tech University
Foreword Book of The Year Finalist - Business & Economics
Book of the Day – Insurance Newscast
Blog Posts & Articles: Growing Money, NOLO.com, YouAndYourFamily.com, A.M. Best’s Review Magazine, www.insurancequotes.com, www.lifeinsuranceselling.com; www.thenest.com
Technical editor for the “The Retirement Bible” and the “Investing Bible”
Speaking and In The News
Radio interviews: Insider Secrets (2010), Bob Brooks for the “Prudent Money Show” (2010); Chris Murray for the “Your Financial Editor Show”(2010); Suzy Glasscock from the Suzy G in the Morning show at Withers Broadcasting of Iowa; Larry Shannon for the “Larry Shannon” show (2009); Wall Street Journal Morning Radio Show
Interviews: “Life Insurance Commissions”, “Whole Life Insurance Rate of Return” and “Blended Life Insurance Policies” (Bankrate.com, 2011); “Shopping for Life Insurance with a Medical Condition” (Mint.com 2011); “How Much is Your Life Worth? Life Insurance 101 (Mint.com 2010); Newsday (May 2009): “Complicated Legal Issues in Parente Murder-suicide (Slate Magazine April 2008)
Frequent speaker, most recently for The Northern California Planned Giving Council
Teaching
Author of Online Continuing Education Courses
Moderator of Courses for Life Underwriter Training Council
Instructor for Courses for Continuing Education for Society of Financial Service Professionals
Affiliations - Organizations
Member - California Department of Insurance - Curriculum Board
Member - Lucille Packard Children’s Hospital Foundation Advisory Council
Member - St. Joseph Elementary School Advisory Board
Member - Society of Financial Service Professionals & Financial Planning Association, Northern California Planned Giving Council, Partnership on Planned Philanthropy
Past Member - Board of Directors, Marin Community Institute for Psychotherapy
Past Director - San Francisco & Marin Life Underwriters Associations
President (1993) - Leading Life Insurance Producers of Northern California
President (1996-1997) - S.F. Chapter Society of Financial Service Professionals & Regional Liaison
Prior to commencing his own practice in 1995, Tony was an Assistant Vice President with Acordia-Lloyd, a multi-line insurance brokerage. His responsibilities were as a lead on an endorsed life insurance program with the State Bar of California as well as working with Health Insurance Producers and Property & Casualty Producers to assist in developing life insurance programs for their clients. Tony earned his Bachelor of Science in Finance degree from California State University at Chico. Tony has also participated in a wide range of activities that include managing his son’s Little League team, teaching wilderness first aid & whitewater rescue, volunteering as a whitewater raft guide and performing improvisational comedy.