What could a free webcast by Tony do for you?

Advisors: Qualify for CFP CE hours.

Employers: As an employer, you realize the importance to your employees of the life insurance and disability insurance programs that you provide and pay for.

Challenge: Employees oftentimes aren't aware of these benefits, how they work, or their value.

The Solution: Host or participate in a presentation by Tony: Understanding Your Group Life Insurance and Disability Insurance Benefits. This presentation gives employees the information and tools for effectively understanding & evaluating their life and disability insurance along with realizing the value of this coverage. This will help your employees to make the best choices for their situation at no cost to you.

Click the icon to the right to schedule for your group.

Tony Steuer; CLU, advocate, author, analyst, speaker, expert.

Recipient of the 2011 Excellence in Financial Literacy Award for his book, Questions and Answers on Life Insurance

The Institute for Financial Literacy created the Excellence in Financial Literacy Education (EIFLE) Awards to acknowledge innovation, dedication and a strong commitment to financial literacy education. Tony Steuer shares its vision, and is proud to have been recognized by this important organization.

Select image for more information on EIFLE.

About Tony

Tony Steuer is a specially licensed Individual Life and Disability Insurance Analyst. There are only about 30 such analysts licensed by the State of California. The California Insurance Commissioner has also appointed Tony to serve on the Curriculum Board for the Department of Insurance.

Best known for his book, Questions and Answers on Life Insurance, Tony is an advocate for financial literacy. His award-winning book was chosen by Forbes.com for their 2010 list of “9 Great Investment Books Worth Reading.” Tony is a frequent speaker and media contact for print, online & radio.

Contact Information

Tony Steuer, (510) 337-9468; tony@lifeinsurancetoolbook.com

For Advisors

The Issue

As an advisor you make a difference for your clients with your expertise of the financial world. A critical element of the financial world is life insurance. Every advisor knows what life insurance is, however few know how to advise their clients in comparing policies and reviewing existing policies. Knowing these issues will help you to ensure your clients have the right information to make life insurance decisions that meet their needs.

The Solution

Host or participate in a presentation by Tony: Understanding Life Insurance - A Practical Guide for Financial Advisors. This presentation gives advisors the information and tools for effectively evaluating an existing or proposed policy, and choosing a life insurance company. As an advisor, you will learn how to help clients avoid common pitfalls and provide the best guidance for their needs.

For Seniors

Seniors are increasingly vulnerable to consumer fraud and scams. As an advocate for financial literacy, Tony focuses on the need to protect seniors and arm them with information. He is available to speak to your group, and tailor his presentation to your needs.

For Consumers

Consumers are bombarded with choices for life insurance and financial planning tools, and are going to the internet for information. Unfortunately, most websites in this field are powered by marketing experts, not financial experts. Tony offers unbiased, clear information on his website, and as a speaker, Tony empowers consumers to make good decisions. Invite him to meet with your group, where he will engage your group in a dialogue that relates to their needs, and answer life insurance questions personally.

Availability

Headquartered in Northern California, and available nationwide. Make speaking arrangements via telephone or email. CONTACT: Tony Steuer, (510) 337-9468; tony@lifeinsurancetoolbook.com