Brent chats with Steven Zeiger about why life insurance products are so complex. Steven explains the mechanics of the products and how data can reveal which are best for our clients. Steven also shares his methodology and best practices for comparing life insurance options.

Steven Zeiger is a Managing Director of Wealth Management at KB Financial and is a recognized professional in applying prudent investor guidelines to life insurance product selection and portfolio management according to established and proven asset management doctrine. Prior to joining KB Financial, Steven worked for an Austin, Texas firm specializing in Private Placement Life Insurance for ultra high net worth families where he oversaw marketing efforts for the Northeast.

After graduating from the State University of New York at Albany School of Business with a BS in Business Administration and concentration in Finance, Steven received his advanced Insurance degree from the Wharton School of Business. His California Insurance License is #0C33107.

Steven lives in Chappaqua, NY along with his wife and sons and enjoys travel, tennis, skiing, and ping pong with his family. He is on the Board of the Kidney Cancer Coalition and participates in the MSK Cycle for Survival. He is currently training for next year’s 192-mile Pan Mass Challenge where he will be riding alongside his sister on her 15th annual ride.

Steven can be found at Steven.Zeiger@onedigital.com| onedigital.com & kbfcllc.com

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

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Decoding Life Insurance Products