Speaker Bio
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.
My Story:
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 policyholders.
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.
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