Get Ready Podcast: What’s Going On With Disability Insurance and Long Term Care Insurance

“Work hard & insure your income” Jack Schmitz “Challenge yourself to think about others who’ve had major health issues. You can live through a lot and there’s no need to suffer financially on your road to recovery.” Maxwell Schmitz  In this episode of Get Ready!, I spoke with Jack Schmitz, President of DI & LTC … Read more

Get Ready Podcast: Using Innovative Technology To Empower Financial Preparedness

“Every interaction is a learning opportunity.  Listen to your audience/customer, irrespective whether you are a business or are an employer, attempt to truly learn more about your user base or your team. The more you understand the need, the better you will be able to serve.” – Roshni Chowdhry “Financial literacy is the first step, … Read more

Time to review your financial first aid kit

Amazing how fast this year has gone by.  With the end of the year approaching, there are many financial items that will need addressing including open enrollment for health insurance and employee benefits, retirement contributions, reviewing your budget and end of the year charitable donations and other tax planning items.  This makes October the perfect … 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

Get Ready! with Tony Steuer – Ep1: The Future of Written Content with Tanya Hall

Welcome to the first episode of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds. In this episode, I spoke with Tanya Hall. Tanya discussed branding and the future of written content. We covered:  Do you know how to build your brand?  What is the future for long-form content and books?  Are … Read more