About Tony Steuer, CLU, LA, CPFFE
Welcome to tonysteuer.com, dedicated to helping people be financially prepared.
My name is Tony Steuer. I help people prepare for any financial emergency. I’ve created the Get Ready Initiative for consumers and professionals which provides resources and best practices on financial preparedness along with spotlighting leading financial literacy advocates and their work.
I’m also an author.
Back in 1987, I started on my career as a life insurance agent. In 1995, I became a life and disability insurance analyst (one of less than 40 in the State of California). As a life and disability insurance analyst, I was able to charge a fee for doing insurance consulting. Until the end of 2019, I had the privilege of consulting for the clients of many financial planners and attorneys.
It was common for life insurance, disability insurance and long term care policy owners to not fully understand their insurance policies. It was also common, which is why they hired me, for financial planners and attorneys to also need assistance in reviewing these insurance policies. Insurance policies can be extremely complex and can require detailed analysis to come up with recommendations on the most suitable options for maintaining or terminating the policies.
I began to write articles and to be interviewed for industry and general business publications. In 2004, I created my first book, Questions and Answers on Life Insurance. Questions and Answers on Life Insurance was the missing owner’s manual for life insurance policy holders.
Questions and Answers on Life Insurance became an Amazon best-seller and was named by Forbes as one of Nine Great Investment Books Worth Reading. Questions and Answers on Life Insurance is now used in many insurance & personal finance courses along with serving as a training manual by insurance agencies and companies. This led to my writing The Questions and Answers on Life Insurance Workbooks, The Questions and Answers on Disability Insurance, The Questions and Answers on Insurance Planner and Insurance Made Easy.
Why Financial Preparedness and Get Ready:
I’m dedicated to helping people understand their finances and insurance, so that they can be prepared for any financial emergency. I also advocate for best practice standards in the financial services industry.
This led to the creation of the Get Ready Initiative. The Get Ready Initiative which consists of educational resources and best practices to connect consumers, financial services professionals and thought leaders on financial preparedness. The Get Ready Initiative includes:
- The Questions and Answers on Insurance Series
- The Get Ready Planner (a Step-By-Step Guide to Maintaining Your Financial First Aid Kit)
- The Get Ready Toolkit (free library of 100+ worksheets and, other resources)
- The Get Ready Newsletter (weekly updates on how to be prepared for any financial emergency, part of the Get Ready Toolkit)
- The Get Ready Financial Calendar (a roadmap of one simple action step each month to stay financially prepared)
- The Get Ready principles
- The Get Ready podcast
- The Get Ready Financial Resources Directory (connecting financial literacy thought leaders and content)
- The GET READY! Financial Standards (a best practices playbook for the financial services industry)
Helping your clients and employees be prepared for any financial emergency provides them with resources so that they better understand their finances and make smart money choices. I can help your students learn about the mechanics of financial preparedness including insurance, financial best practices and creating a financial management roadmap. Learn more here about bulk book purchase discounts (including co-branding, Book Discounts (for clients, employees & website visitors), webinars, speaking, training, content partner and best practices implementation (learn more here)
Please stay in touch and connect so that we can spread the message on financial preparedness and best practices. Access the GET READY! Toolkit (here) and receive the GET READY! Newsletter, follow my Facebook page (here) and connect on LinkedIn (here).
Thanks for your interest in financial preparedness.
The Official Bio:
Tony Steuer has led the way in establishing a path for Financial Literacy through his award winning books and podcast "GET READY with Tony Steuer":
- GET READY! A Step-By-Step Guide for Maintaining Your Financial First Aid Kit **
- 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 ABC's Seven on Your Side, 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 and have been involved with many worthwhile causes including: Creative Community Education Foundation - CCEF (Treasurer), DYF (former board member), Alameda Community Learning Center - ACLC ( 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.