Anthony Steuer
Chartered Life Underwriter (CLU) and
Life and Disability Insurance Analyst (LA)
Anthony Steuer is a specially licensed Individual Life and Disability Insurance Analyst. There are only about 30 such analysts licensed by the State of California. As an analyst, Tony has the knowledge, and the authority, to provide non-biased advice regarding life insurance. Tony is a member of the Society of Financial Service Professionals. Click here to read about the CLU designation.
Tony specializes in the analysis of life insurance products and provides fee based analytical and due care services directly to clients and their professionals and other fiduciaries. Click here for References
Tony is the author of Questions & Answers on Life Insurance: a reference book covering a wide spectrum of life insurance topics in a format accessible for consumers and third party advisors.
Additional credits include the following:
Writing:
◦ Author, Questions and Answers on Life Insurance (click to learn more)
- Writer’s Notes/Eric Hoffer - Notable Achievement Award – Business Category (2006)
◦ Editor’s Choice Award – iUniverse Publishing (2006)
◦ Book of the Day – Insurance Newscast (6/14/05)
- Writer’s Notes/Eric Hoffer - Notable Achievement Award – Business Category (2006)
◦ Regular Contributor to www.thenest.com (Nestpert)- Life Insurance Basics: Get a Life Insurance Policy (this will open a new window)
◦ www.lovetoknow.com Interview – Life Insurance Expert (9/2006)- Click Here to Go To Interview (this will open a new window)
◦ Contributed articles for A.M. Best’s Best Review Magazine
◦ Technical editor for The Retirement Bible and The Investing Bible both by Lynn O’Shaughnessy and published by IDG Books (visit the Resources Area- Recommended Books for Information).
◦ Author of Online Continuing Education Courses
Speaking and In The News:
Interview with Bob Brooks for the Prudent Money Show (visit http://www.prudentmoney.com/podcast/112409-PrudentMoney.mp3 to listen)
Interview with Chris Murray for the “Your Financial Editor Show”
Interview with Suzy Glasscock from the Suzy G in the Morning show at Withers Broadcasting of Iowa
Interview with Larry Shannon for the “Larry Shannon” show
Interview and Quote for Newsday Article (May 2009): Complicated legal issues in Parente murder-suicide (PDF)
Interview for Slate Magazine (April 2008): "Can I Buy Life Insurance on A Stranger" Click here to go to interview (this will open a new window)
Youandyourfamily.com Article (2007) on Life Insurance (click here)
Appearance on the Wall Street Journal Morning Radio Show
Frequent speaker at various professional meetings
Teaching:
◦ Moderator of Courses for Life Underwriter Training Council
◦ Instructor for Courses for Continuing Education for Society of Financial Service Professionals.
Affiliations:
Member - California Department of Insurance - Curriculum Board
Member - Board of Directors - Society of Financial Service Professionals - Golden Gate Chapter
Past Director, Marin Community Institute for Psychotherapy
Past Member,Resource Development Committee, Environmental Traveling Companions
Past Director, San Francisco & Marin Life Underwriters Associations
President(1993)-Leading Life Insurance Producers of Northern California
President (1996-1997)- S.F. Chapter Society of Financial Service Professionals
Past Regional Liason- Society of Financial Service Professionals
Prior to commencing his own practice in 1995, Tony was an Assistant Vice President with Acordia-Lloyd a multi-line insurance brokerage. His responsibilities were as a lead on an endorsed life insurance program with the State Bar of California as well as working with Health Insurance Producers and Property and Casualty Producers to assist in developing life insurance programs for their clients.
Tony earned his Bachelor of Science in Finance degree from California State University at Chico.
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