Tony Steuer – Insurance Expert, Author & Financial Literacy Advocate

Personal Notes

Tony Steuer - Insurance and financial literacy

My vision is to share the message of financial literacy so that all Americans can understand and monitor their insurance portfolios. Insurance is such a large part of an average person’s budget, yet most people know very little about these complex financial vehicles. I provide simple answers to complex questions on insurance. Over the years in working with thousand of clients and hundreds of advisors, I’ve seen the tremendous positive impact where people understand their insurance and the negative impact when people are harmed by their insurance either through having the wrong insurance, the wrong type, overpaying or being taken advantage of. Basic Financial knowledge is a critical skill that I want to help people discover.



Tony Steuer, CLU, LA, CPFFE is a recognized authority on life and disability insurance literacy. He is the founder of The Insurance Literacy Institute, whose mission is to improve the understanding of the complex world of insurance among consumers, in addition to being an advocate for best practices among insurance companies and agents. Tony is also a Senior Analyst at Wikistrat, developing case studies as well as researching and analyzing changing insurance trends.

Throughout his career, Tony 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’s goal is to help consumers and advisors in gaining answers to their questions on life and disability insurance. Tony’s latest book (co authored with Maxwell Schmitz) – The Questions and Answers on Disability Insurance Workbook further this goal. Understanding how life insurance works is a complex topic that Tony thoughtfully writes about with clarity and humor. Tony is also introducing a series of three webinars designed to enhance this special effort. Tony is a member of the California Dept. of Insurance Curriculum Board and the National Financial Educator’s Council Curriculum Advisory Board.

Tony is recognized finance speaker that is regularly featured in the media. He has appeared in interviews for U.S. News & World Report,,,,,, You and Your Family and 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,,,,, and 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, teaches wilderness first aid and white water rescue, volunteering as a whitewater raft guide and he performs improvisational comedy. Tony Steuer lives in Alameda, California.