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Meet Tony Steuer, CLU, LA, CPFFE:

Author and Financial Preparedness Advocate

Steuer-Head-Shot-1a

When life decides it’s time for a crisis, it’s likely most of us are unprepared. My greatest passion is to help you GET READY for those life changing events by showing you how to create and maintain a financial first aid kit.

I’m a teacher with a sense of humor.

I love helping others makes sense of the financial world in way that is easy to understand. I get that we all don’t speak insurance-ese or financial-ese. As a financial guy with a knack for writing, my goal is to guide you through the insurance and financial worlds using language and laughs that everyone could understand. As a result, my first book, Questions and Answers on Life Insurance, was born in 2004 and opened up a new path for financial literacy.

Since then, book writing has led to many media interviews, guest articles and the launch of the Insurance Literacy Movement and the GET READY! Financial Standards, designed to protect your financial interests. 

I love learning.

The world of finances and insurance is always changing, i.e.: new president = new health care. Stick with me and I’ll keep you on top of the financial and insurance worlds. Being financially and insurance organized was a must when my young son was diagnosed with Type 1 Diabetes a few years ago. I learned how to access resources for my son. Today, I am really excited to share all of that with you in the "Get Ready!: A Step-By-Step Guide to Maintaining Your Financial First Aid Kit" so you can be prepared and empowered (available here).

When I’m not working on Get Ready, you might find me cheering on the Warriors with the latest IPA, playing basketball with my friends, enjoying some Grateful Dead tunes or reading a great mystery or history book. My greatest joy is being Cheryl’s husband and Avery’s dad. 

 

 

My goal is to always treat you with respect and to help guide you to make the best insurance-related decisions for your needs. Running a business with integrity is important to me.

So, let’s stay connected.

If you are a member of the financial services industry who is committed to integrity in insurance and finances, you can download The GET READY Financial Principles Seal . 

Looking forward to helping you Get Ready!

Tony

The Official Bio:

Tony Steuer has led the way in establishing a path for Financial Literacy through his award winning books:

  • GET READY!
  • Insurance Made Easy *
  • Questions and Answers on Life Insurance: The Life Insurance Toolbook**  ***
  • The Questions and Answers on Life Insurance Workbook*
  • The Questions and Answers on Disability Insurance Workbook
  • The Questions and Answers on Insurance Planner

*Awarded the Apex Award for Publication
**Awarded the “Excellence in Financial Literacy (EIFLE) Award from the Institute of Financial Literacy
*** Named on Forbes’ Top 9 Great Investment Books List

Tony regularly consults with InsureTechs, Financial Planners, Insurance Agencies, Attorneys, Insurance Companies and other Financial Service Companies on insurance marketing and product best practices/on strategies to help consumers GET READY through Financial Preparedness and the GET READY! Financial Standards. Tony is a past member of the California Department of Insurance Curriculum Board and current member of the National Financial Educator’s Council (NFEC) Curriculum Advisory Board.

Tony is regularly featured in the media (click here for all media appearances). He has appeared in interviews for New York Times, Washington Post, U.S. News & World Report, Slate.com, BottomLine Personal, BankRate.com, Insure.com, InsuranceQuotes.com, Mint.com, You and Your Family and BenefitsPro.com. He has appeared as a guest on the Wall Street Journal Morning Radio Show, Prudent Money Show, Your Financial Editor, Insider Secrets, Suzy G. in the Morning Show, Financial Finesse, GrowingMoney.com, Nolo.com, TheNest.com, LovetoKnow.com, and LifeInsuranceSelling.com. To read articles click here. Tony also served as a technical editor for The Retirement Bible and The Investing Bible.

I am passionate about giving back.  Tony is involved with many worthwhile causes including: Alameda Community Learning Center (ACLC Board Member), Creative Community Education Foundation (CCEF - Treasurer), DYF (Former Board Member), St. Joseph’s Elementary School (former School Advisory Board member) and a member of the Lucille Packard Children’s Hospital Foundation Advisory Council. Tony has also been a coach for his son’s CYO Basketball team and Little League Baseball Team along with teaching wilderness first aid and white water rescue, volunteered as a whitewater raft guide and performed improvisational comedy. Tony Steuer lives in Alameda, California.

**

What happened to Ultimate Insurance Links?

A few years back, I took over Ultimateinsurancelinks with the goal of modernizing it and providing more value.  After trying a few different approaches, there didn't seem to be one that provided more value than other resources on the web. Ultimateinsurancelinks.com pre-dated Google & Yahoo and at that time was an incredibly useful and one of a kind tool.  However, the interest for ultimateinsurancelinks.com, outside of a dedicated core is low.  If you have ideas on how to bring Ultimateinsurancelinks back, please contact me.

 

See: Awards & Reviews and Media

 

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