Steven W. Thomas, CLU, ChFC, LUTCF
Chartered Life Underwriter, Chartered Financial Consultant, Life Underwriter Training Council Fellow
Career Biography 2014
In 1972 Steve began his career as an accountant in a firm providing financial services for small business owners in Pueblo Colorado. In 1974 he entered the life insurance industry as an agent with New York Life. In 1980 he became the Managing Partner in an independent insurance agency marketing life, employee benefits and property casualty insurance and in 1984 they added fee based financial planning services. From 1985 to 1990 he was an associate general agent for Guarantee Mutual Life Insurance Company. In 1991 Steve returned to a private practice specializing in employee benefits and life, disability and long term care insurance for the small business owner market. In 2001 he sold the employee benefit portion of his practice but continues to service his business owner clients and their employees In May 2008 he authored and received Colorado Division of Insurance approval for a qualified sixteen hour Long Term Care Partnership CE Training course as well as a Long Term Care Refresher Training Course. His company Colorado Life, Inc. provides continuing education and training course for insurance and financial advisors in Colorado. In January of 2014 Steve founded PlanAmerica, LLC a company specializing in providing insurance and planning services for Medicare and Social Security qualified beneficiaries.
NAIFA (NALU) Biography
Steve became a member of the National Association of Insurance and Financial Advisors (NAIFA) in 1975. He is a Past President and Past National Committeeperson of NAIFA Colorado. He has served as an LUTC moderator for courses on Advanced Business and Estate Planning, Introduction to Business Planning and Financial Planning. He is a past National Chairperson for the NAIFA Leadership in Life Institute Committee. He has served as a LILI Moderator in Arizona, Utah and Colorado. From April 2011 until September of 2014 Steve served NAIFA Colorado as its Chief of Operations and Director of Marketing. He retired from this position to devote time to the development of PlanAmerica, LLC.
Steve and his wife Janet of 44 years live in Windsor, Colorado. They have two married children and seven grandchildren. Life is good in Colorado.