Steven S. Zeiger Email and Phone Number
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Three decades of experience working with Tax Attorneys, Trust & Estate Attorneys, CPAs, Family Offices and RIAs helping them increase their business enterprise while working with their ultra-affluent clients. I am a client focused professional with thirty years of experience in the ultra-high net worth advisory marketplace helping to create, protect and preserve wealth. I have had the honor of speaking nationally on the only patented prudent process for life insurance selection and retention. These speaking engagements include ACTEC, the American Bar Assoc, the American Bankers Association, STEP, PLI, The CFA Society, 32 Estate Planning Councils, 11 Bar Associations and 15 CPA Societies.This prudent process for life insurance evaluation is based on guidance from NYS DFS Reg 187 clients best interest rule, FINRA Rule 2210/2211, the UPIA, the OCC, the CFP Fiduciary Standard and adjudicated lawsuits.Insurance services are provided by KJAC Partners LLC d/b/a KB Financial Partners. Securities offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA and SIPC. OneDigital and OneDigital Investment Advisors are separate entities from M Holdings Securities, Inc. and KB Financial Partners. KB Financial Partners is a member of M Financial Group. CA Insurance License #0C33107Third-party posts found on this profile do not reflect the views of OneDigital Investment Advisors, KJAC Partners LLC, M Holdings Securities, Inc. nor their Associated Persons/Affiliates, and have not been reviewed by OneDigital Investment Advisors, KJAC Partners LLC, or M Holdings Securities, Inc as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.Comments on posts are my own and may or may not reflect the views of my employer.
Kb Financial Companies, Llc
View- Website:
- kbfinancialcompanies.com
- Employees:
- 31
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Managing DirectorKb Financial Companies, Llc 2019 - PresentPrinceton, New Jersey, United StatesKB Financial is a close-knit team of diversified professionals dedicated to helping clients reach their goals and help them experience a superior outcome. Each of our senior personnel have over 25 years of experience. Extensive experience, combined with our integrated approach, increases our ability to add significant value to high-net-worth families, entrepreneurs and executives.Our client ecosystem is integrated across financial, income and estate tax planning, insurance, wealth management, family office and merchant banking.I have over 20 years' experience in applying Prudent Investor guidelines to life insurance product selection and portfolio management. Steven follows proven asset management doctrine. I am guided by the UPIA, FINRA Rule 2210, NY DFS Regulation 187 "Clients Best Interest", the CFP Practice Standard and lessons learned from the first adjudicated fiduciary lawsuit regarding Trust Owned Life Insurance- Cochran v Key Bank. I have been asked to speak nationally to help educate fiduciaries about the ethical implications and new business opportunities created by the “new fiduciary era for life insurance”. I am frequently invited to speak at CPA Societies, Bar Associations, law firms, wealth management firms, STEP, NAEPC, the ABA, etc. I play on a USTA tennis team and I enjoy travel, skiing, and ping pong with my family. I pride myself on giving back to the community by combining my love of athletic challenges with my passion for helping others, as such, I am on Board of the KidneyCan and I participate in the MSK Cycle for Survival. I am currently training for next year’s 192-mile Pan Mass Challenge, I completed my first Spartan race in 2021.If you are ready to speak, text me at 917 750 6201/609-924-7250 or email me at szeiger@kbfcllc.com
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Us Dod- Congressionally Directed Medical Research Program Cdmrp- Grant Reviewer.United States Department Of Defense Jan 2017 - PresentWashington Dc-Baltimore AreaI help a team review grant requests for cancer research. The goal of the CDMRP is Transforming Health Care through Innovative and Impactful Research. The CDMRP originated in 1992 via a Congressional appropriation to foster novel approaches to biomedical research in response to the expressed needs of its stakeholders-the American public, the military, and Congress. In 2023 this was a $1.6BN program, -
Naepc Speakers BureauNaepc Jan 2015 - PresentUnited StatesThe National Association of Estate Planners & Councils (NAEPC) promotes excellence in estate planning by serving NAEPC members, delivering exceptional resources and unsurpassed education.The National Association of Estate Planners & Councils (NAEPC) will be the association of choice for professionals engaged in the practice of estate planning. NAEPC will foster the multi-disciplinary approach to estate planning designed to meet the needs of clients at all stages of their lives, with an emphasis on wealth preservation and legacy.I am asked to speak nationally about Cochran V KeyBank, the first adjudicated lawsuit regarding life insurance owned by a trust under the UPIA.I also educate fiduciaries about what they need to know about “Decision Support Material” for life Insurance acquisition and retention in relationship to their fiduciary duties.
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Managing DirectorVeralytic 2005 - PresentNew York, New York, United StatesVeralytic is the only provider of independent, patented life insurance pricing and performance research in the marketplace.Why do attorneys, CPAs, RIAs and other fiduciaries utilize our independent life insurance research model? Fiduciaries and their clients:1. choose the independent research model because they want to eliminate broker conflict of interest and obtain more transparency.2. wanted the "full story" that is not available with the typical life insurance analysis.3. desired empirical evidence that would lead to the best outcome in the long term.4. wanted a new relationship where fiduciaries could work with insurance advisors who work in their "clients best interests" and end the current process of referring business to non- fiduciaries. -
Waxmanlawson Financial- Managing Director New Business DevelopmentM Financial Group 2014 - 2019New York, New York, United StatesWaxman Lawson Financial is an advisory firm that serves the income tax planning and wealth conservation objectives of our ultra-affluent clientele. We specialize in the use of private placement variable life insurance and annuity products to help achieve our clients’ objectives of increasing after tax returns, asset protection, charitable planning and estate conservation.Over the past two decades the principals of Waxman Lawson Financial have participated in over 150 private placement transactions that have resulted in clients allocating almost two billion dollars to their policies. Our extensive knowledge of and experience in implementing private placement life and annuity policies enable us to educate our clients in all aspects of these private placement products so as to ensure that our clients’ acquisitions are structured in the most efficient and cost-effective manner. This approach helps to enable our clients to achieve their unique wealth accumulation and wealth transfer objectives.Some of my credits include interviews with the following: The New York TimesInstitutional InvestorEmployee Benefit NewsBloomberg Magazine and The Wall Street Journal I have been published in:AICPA Wealth Management InsiderTrusts & Estates & Profit Sharing Magazine I was a member of the STEP Presentations Committee.I have also been a featured speaker for the following:New York State Society of CPAs Trust and Estates GroupNew York State Institute of AccountantsMassachusetts Society of CPAsNew Jersey State Society of CPAs American Bankers AssociationEstate Planning Council of Nassau CountyAmerican Bankers AssociationNAEPC Speakers BureauGuest lecturer at NYU -
Managing DirectorNfp 2011 - 2014New York, New York, United StatesNFP is a boutique financial services firm that focuses on the strategic use of life insurance for income tax, estate tax and multi-generational planning. We work with wealthy families to help them preserve businesses and other assets and to complete their plans for descendants and charities. We are experienced in using life insurance to convert clients’ taxable assets into tax-free assets for their children, grandchildren, and other beneficiaries.Our work with ultra-affluent families has often involved planning for their corporate and other business interests so that our work extends to designing and implementing funding strategies for institutional clients and their executives. -
Senior PartnerPrivate Client Group, Llc 2006 - 2010New York, New York, United StatesPrivate Client Group is a boutique financial services firm that works as a team with CPAs to help their HNW and UHNW clients. Our managing partner wrote the book "Accountants as Wealth Managers" and we have worked with over 200 partnerships to help them advise their clients on asset accumulation, tax efficient investing, income tax and estate tax minimization strategies.
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Marketing Vice PresidentCorporate Compensation Plans 2000 - 2005New York, New York, United StatesCorporate Compensation Plans is a Danbury CT based executive benefits firm.Our clients include investment banks, management consulting firms, technology firms and law firms. We work closely with the C-suite executives and partners to help them accumulate assets on a tax efficient basis while protecting their wealth from income taxes, estate taxes, lawsuits, disability,
Steven S. Zeiger Skills
Steven S. Zeiger Education Details
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Finance, Insurance, Investments -
Minor In Psychology And Sociology
Frequently Asked Questions about Steven S. Zeiger
What company does Steven S. Zeiger work for?
Steven S. Zeiger works for Kb Financial Companies, Llc
What is Steven S. Zeiger's role at the current company?
Steven S. Zeiger's current role is I help Fiduciaries guide their UHNW clients life insurance decisions with the only patented prudent process for life insurance decision making..
What is Steven S. Zeiger's email address?
Steven S. Zeiger's email address is ze****@****hoo.com
What is Steven S. Zeiger's direct phone number?
Steven S. Zeiger's direct phone number is +191775*****
What schools did Steven S. Zeiger attend?
Steven S. Zeiger attended The Wharton School, State University Of New York At Albany.
What are some of Steven S. Zeiger's interests?
Steven S. Zeiger has interest in Inc, Nor Its Associated Persons, Affiliates.
What skills is Steven S. Zeiger known for?
Steven S. Zeiger has skills like Estate Planning, Wealth Management, Insurance, Entrepreneurship, New Business Development, Strategic Financial Planning, Finance, Life Insurance, Analytics, Wealth Management Services, Crm, Books.
Who are Steven S. Zeiger's colleagues?
Steven S. Zeiger's colleagues are Graham Clarke, Aparna Ravindran Pillai Syamala Devi, Joseph Walter, Richard S. Rankin, Claudia Valdes, Cpa, Joseph Sacco, Kashif Capri.
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