Tony (Anthony) Steuer

Tony (Anthony) Steuer, CLU, LA (born 1964) is an American author, essayist, speaker, and advocate in the fields of financial education, personal finance, and life insurance. He is best known for his book Questions and Answers on Life Insurance: The Life Insurance Toolbook.[1] Steuer's focus is on improving financial literacy in the U.S.[2] Steuer has published articles for several online magazines, including Nolo.com, The Nest, and Love to Know.[3][4][5] He is licensed to provide non-biased advice on life insurance as an Individual Life and Disability Insurance Analyst (LA).[6] He is a frequent guest on radio programs, including The Prudent Money show and Your Financial Editor.[7][8] He is currently appointed by the California Insurance Commissioner to serve on the Curriculum Board for the California Department of Insurance.

Background

Steuer was born on Mach 8, 1964 in San Francisco, California. He was raised in San Francisco and later moved to Marin County where he attended Redwood High School. He attended California State University Chico and was an intern for a free legal information service on campus, C.L.I.C. (Community Legal Information Center).[9] He graduated in 1986 with a Bachelor of Science in Finance. He has volunteered as a white water rafting guide and as a Wilderness First Responder Instructor. Prior to commencing his own practice in 1995, Tony was an Assistant Vice President with Acordia-Lloyd, a multi-line insurance brokerage firm. Steuer was also recently the Director of Financial Preparedness for United Policyholders for Life, Disability, Long Term and Annuities.

Today

Steuer serves on the Advisory Board of the Lucile Packard Children's Hospital Foundation. His service as an educator and advocate for financial literacy continues with free, online tools and information on his blog and website.[10] On April 20, 2011, he received the Excellence In Financial Literacy Education (EIFLE) Award for his book, "Questions and Answers on Life Insurance" and on April 18, 2012 received the EIFLE award for his book "The Questions and Answers on Life Insurance Workbook" [11][12] Participation in professional associations include the Partnership for Philanthropic Planning,[13] and the Northern California Planned Giving Council.[14] Steuer is a frequent speaker and trainer at conferences, workshops, and community events. He lives with his family in the Bay Area where he is an active volunteer at his son's school and manages his son’s Little League team.

Works

Book

Questions and Answers on Life Insurance: The Life Insurance Toolbook, 3rd Edition, Life Insurance Sage Press, 2010[15]

Articles and Essays

  • “How Much Life Insurance Do You Need?” Nolo.com[16]
  • Writer on money/investing for online magazine, The Nest[17]
  • Life Insurance: An Interview with Insurance Expert Anthony Steuer, www.lovetoknow.com[18]
  • “Why You Need Life Insurance,” Growing Money Blog[19]

Awards and Book Reviews

  • Institute for Financial Literacy's Excellence In Financial Literacy Education (EIFLE) Award[20]
  • Book of the Year Award Finalist[21]
  • Notable Achievement Award, Business Category ~ Writer’s Notes/Eric Hoffer (2006)[22]
  • Book of the Day ~ Insurance Newscast (June 14, 2005)
  • Forbes.com ~ Nine Great Investment Books Worth Reading, 2010[23]

Interviews for Radio and Press

  • Interview with Bob Brooks for the Prudent Money radio show[24]
  • Interview with Chris Murray for Your Financial Editor radio program[25]
  • Interview for the Mint.com[26]
  • Interview for BankRate.com[27]
  • Interview for Slate.com[28]

References

  1. ↑ Questions and Answers on Life Insurance: The Life Insurance Toolbook, 3rd Edition, Life Insurance Sage Press, 2010. ISBN 978-0-9845081-0-5
  2. ↑ The New York Times.
  3. ↑ Nolo.com.
  4. ↑ The Nest, November 2007.
  5. ↑ Love To Know, September 2006.
  6. ↑ California Department of Insurance.
  7. ↑ Prudent Money Radio Show
  8. ↑ Podcast from Your Financial Editor.
  9. ↑ Community Legal Information Center
  10. ↑ Life Insurance Toolbook
  11. ↑ 2011 Excellence In Financial Literacy Education (EIFLE) Award Winners
  12. ↑ 2012 Excellence In Financial Literacy Education (EIFLE) Award Winners
  13. ↑ Partnership for Philanthropic Planning
  14. ↑ Northern California Planned Giving Council
  15. ↑ Questions and Answers on Life Insurance: The Life Insurance Toolbook, Tony Steuer, 3rd ed., ISBN 978-0-9845081-0-5
  16. ↑ Nolo.com
  17. ↑ The Nest
  18. ↑ Love To Know"
  19. ↑ "Growing Money Blog"
  20. ↑ Institute for Financial Literacy
  21. ↑ Foreword Magazine
  22. ↑ The Eric Hoffer Award
  23. ↑ Forbes.com
  24. ↑ Prudent Money
  25. ↑ Your Financial Editor radio program
  26. ↑ "How Much is Your Life Worth? Life Insurance 101"
  27. ↑ "Blended Life Insurance: 2 Policies in 1"
  28. ↑ "Can I Buy Life Insurance On A Stranger?"

External links

Tony (Anthony) Steuer, California, 2010

Cover of Questions and Answers on Life Insurance: The Life Insurance Toolbook