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Clarity

Tony Steuer

Alameda, CA

Tony Steuer advocates and educates Consumers, Insurance Agents, Insurance Services and Insurance Companies on Insurance Best Practices with The Insurance Bill of Rights. Tony is the author of "The Questions and Answers on Insurance" book series providing Simple Answers to Complex Questions on Insurance

$4.17/min

4 Calls

9 Reviews

35 minutes
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Finance Writing Insurance Disability Insurance Life Insurance Long Term Care Insurance

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Insurance Consumer Rights and Insurance Agent Best Practices

If you are looking for answers about Best Practices for Insurance Consumers by Insurance Agents and Companies, I can help you find them. As the creator of The Insurance Consumer Bill of Rights and The Insurance Quality Mark, it is my goal to assist Insurance Consumers better understand their insurance, maximize coverage, minimize premiums and monitor their coverage. I also work with agents on implementing The Insurance Consumer Bill of Rights as a Best Practices Template.

Insurance Planning Issues- Life, Disability, Long Term Care and Being an Author

Tony Steuer, CLU, LA, CPFFE is a recognized authority on insurance literacy. He has helped thousands of consumers and advisors better understand how life and disability insurance work. He has led the way in establishing a path for insurance literacy through his award winning books (Questions and Answers on Life Insurance: The Life Insurance Toolbook and The Questions and Answers on Life Insurance Workbook), both having been awarded the “Excellence in Financial Literacy (EIFLE) Award from the Institute of Financial Literacy. Forbes named Questions and Answers on Life Insurance: The Life Insurance Toolbook as 1 of their top 9 great investment books. Tony serves as the Insurance Literacy Director of the National Financial Educators Council.

Tony’s goal is to help consumers and advisors in gaining answers to their questions on life and disability insurance. Understanding how life insurance works is a complex topic that Tony thoughtfully writes about with clarity and humor. Tony is a member of the California Dept. of Insurance Curriculum Board. Tony is also the author of "The Questions and Answers on Disability Insurance Workbook" and "The Questions and Answers on Insurance Planner".

Tony is regularly featured in the media. He has appeared in interviews for New York Times, Washington Post, U.S. News & World Report, Slate.com, 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.

Tony is involved with many worthwhile causes including: St. Joseph’s Elementary School where he is a School Advisory Board member and a member of the Lucille Packard Children’s Hospital Foundation Advisory Council. Tony also is the manages his son’s Little League team and has taught wilderness first aid and white water rescue, volunteered as a whitewater raft guide and performed improvisational comedy. Tony Steuer lives in Alameda, California. Please follow him on Twitter, join the Insurance Literacy Group on LinkedIn, join him on Google +, and check him out on Wikipedia.

Reviewing Your Life Insurance, Disability Insurance and Long Term Care Insurance

Tony Steuer is an insurance literacy advocate and insurance consultant. He's the author of three books and has received two Excellence in Financial Literacy Education Awards. He's consulted with many financial advisors, attorney and individual policy owners on reviewing life insurance policies, disability insurance policies and long term care insurance policies in terms of coverage need and restructuring to best fit policy owner needs and to optimize premiums. His expertise is in providing simple answers to complex questions on life insurance, disability insurance and long term care insurance.

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Reviews 9

Answers

Reviews

Very nice guy. Very knowledgeable and helpful. Thanks!

Jonathan Ellis Source: Clarity

Tony has served as an expert source on life insurance and related matters for articles that include ones published on Wise Bread, the personal finance blog. He has deep knowledge of the subject matter as well as creative insights on how to apply concepts to real-life issues. Both have been valuable to me and my readers. Tony is a great asset to the personal finance blogging community.

Julie Rains Source: LinkedIn

High ethical standards and exceptional knowledge

Errold Moody PhD MSFP LLB MBA BSCE Source: LinkedIn

I had the pleasure of co-authoring 'Questions and Answers on Disability Insurance Workbook' with Tony. His resolve and leadership through the process enabled us to hit all our deadlines on time. More importantly, he has asked all the tough questions on your behalf, and that makes him an extremely effective ally in searching for your proper policy.

Maxwell Schmitz Source: LinkedIn

Tony is a gifted author and winner of the Excellence in Financial Literacy Education (EIFLE) Awards. His dedication to the education of consumers about insurance products is commendable. He has been able to take a complex topic and make it easy to understand, a difficult task at best. I am fortunate to be know Tony and be able to call upon him and his expertise.

Leslie Linfield Source: LinkedIn

I have known Tony for 25 years. He establishes good relationships with his clients whom he considers his partners. His work is very detail-oriented. Tony has very diverse skills from personal investment to life insurance to retirement planning. Financial planning is his niche. His decisions are of the highest degree of ethics. His priority is taking care of his family

David Noyes Source: LinkedIn

Tony Steuer is an expert on financial planning and life insurance who has the unusual ability to make a complex topic easy to understand. He is a terrific listener and problem solver, and an enthusiastic advocate for financial literacy. I highly recommend Tony's book, Question and Answers on Life Insurance, and I recommend him to consumer or professional groups in search of a speaker with a great depth of knowledge and a great sense of humor.

Kelly Sturgeon Source: LinkedIn

I had the pleasure of seeing Tony's book, Questions and Answers on Life Insurance, come to life, from the production process all the way through to its distribution into stores. Tony was not only extremely knowledgable on the subject of life insurance, he was also a professional and personable client. His desire to be involved in the process and expand his education on the publishing process as a whole was very refreshing.

Kate Mason, C.L.C. Source: LinkedIn

Tony has helped several of my wealth management clients with their life, disability, and long term care insurance needs. In one particular case, Tony helped the client consolidate many policies into a more manageable number. He kept me informed during every step and provided an excellent summary at the conclusion of the project. Tony is a great resource for life insurance or annuity questions. I know I can trust his impartial advice.

Janet Hoffmann, CFA, CFP® Source: LinkedIn

Member since April 2014