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GET READY for open enrollment with Insurance Made Easy – .99 cent sale

Insurance Made Easy: Available for .99 cents through the end of October (Amazon Kindle version (here). Insurance Made Easy covers all types of insurance that you will need to review for your employer open enrollment. Insurance Made Easy provides definitions and breakdowns of coverage options for employer based insurance and individual insurance.

Unclaimed Property Resources

Have you ever wondered what it would be like to receive money that your weren’t expecting?  Finding an unexpected $20 in a jacket pocket is always nice, however, what if you found $1,000 or more?  It is quite possible that you may have funds available to you, that you are not aware of. States are … Read more

Get Ready E4: The Value of PR and Developing Your Brand with Sharon Bially & Emily Adams

Welcome to Episode 4 of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds. “Keep your mind open to new perspectives and possibilities to help people” – Emily Adams “For every initiative, think about how you can help others rather than what you can get out of it” – Sharon Bially In … Read more

Sammy’s Money Memories: Author and Grateful Dead Fan Champions Financial Preparedness

As part of the Sammy Rabbit 1st National Dream Big Read, I was invited to present my insights on kids, money and financial literacy education: Sammy’s Money Memories: Author and Grateful Dead Fan Champions Financial Preparedness  

September: Time To Review Your Insurance Portfolio

September is time to review your insurance portfolio, according to the GET READY! financial calendar. Download your free financial calendar (here). Reviewing your insurance policies now, will also help you be prepared for open enrollment. Doing so now, will help you make sure that your insurance coverage still meets your needs or if you will … Read more

Get Ready! with Tony Steuer – Ep3: The Future of Estate Planning with Chris Hall

Welcome to Episode 3 of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds. In this episode,  of GET READY!, I spoke with Chris Hall about the blending of technology with human advisors, strategic partnerships and trends. Chris shared how his firm blends a fintech approach with human lawyers to create a … Read more

September is Life Insurance Awareness Month

To promote life insurance awareness, Questions and Answers on Life Insurance and The Questions and Answers on Life Insurance Workbook will be available on Amazon Kindle format for 99 cents throughout the month of September. I am also giving away 10 copies of Questions and Answers on Life Insurance on Goodreads (here) – please note … Read more

August is Estate Planning and Beneficiary Review Time

August is the time to review your estate plan and estate planning documents to make sure they are current. This includes wills, trusts, and advance directives. This is especially important if you have had a major life event such as a marriage, birth of a child or divorce.  Consider if beneficiary updates are needed for … Read more