Chartered Life Underwriter (CLU) and
Life and Disability Insurance Analyst (LA)
[Bio in PDF]
Life and Disability Insurance Analyst (LA)
[Bio in PDF]
Tony Steuer is a specially licensed Individual Life and Disability Insurance Analyst. There are about 30 such analysts licensed by the State of California. As an analyst, 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, Questions and Answers on Life Insurance & Questions and Answers on Life Insurance: The Workbook
- Recipient: 2011 Excellence in Financial Literacy Education Award, by the 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 and Economics
- Book of the Day-Insurance Newscast
- Blog Posts & Articles: Growing Money, MOLO.com, YouAndYourFamily.com, A.M. Best’s Review Magazine, www.insurancequotes.com, www.lifeinsuranceselling.com, www.thenest.com
- Technical editor for “The Retirement Bible” and “The Investing Bible”
- Radio interviews: Insider Secrets (2010), Bob Brooks for the Prudent Money Show; 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 Commisions”, “Whole Life Insurance Rate of Return”, and “Blended Life Insurance Policies” (Bankrate 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 Issues in Parente Murder-Suicide” (Slate Magazine April 2008)
- Frequent speaker, most recently for The Northern California Planned Giving Council
- 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:
- Member – California Department of Insurance – Curriculum Board
- Member – Lucille Packard Childrenâ��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.
326 Ansel Avenue, Alameda, CA 94501
e-mail: tony@lifeinsurancetoolbook.com, web: www.lifeinsurancetoolbook.com, Insurance License #LX0721016
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