Steven S. Zeiger CEBS TEP 1 posts 0 comments

Steven Zeiger is a Managing Director at KB Financial where he works with clients and their advisory team to generate superior outcomes throughout their lives. KB’s team of professionals coordinates financial, tax, estate planning, insurance solutions, wealth management and mergers and acquisition planning and to support the quest for financial success for our clients. KB offers an integrated family office platform.

He is an expert in applying Prudent Investor guidelines to life insurance product selection and portfolio management according to established and proven asset management doctrine. He is guided by the Uniform Prudent Investor Act, FINRA Rule IM 2210, NY DFS Regulation 187 “Clients Best Interest” rule and lessons learned from the first adjudicated fiduciary lawsuit regarding Trust Owned Life Insurance AKA Cochran v. Key Bank.

Steven is uniquely qualified to help estate planning professionals better understand the ethical implications and new business opportunities created by the “new fiduciary era for life insurance”. He helps CPAs, wealth managers, and attorneys guide their clients’ insurance decisions based on a patented prudent process.

Steven, his wife, and sons live in Chappaqua, NY. Steven plays on a USTA tennis team and enjoys travel, skiing, and ping pong with his family. He prides himself on giving back to the community by combining his love of athletic challenges with his passion for helping others, as such, he on Board of the Kidney Cancer Coalition and participates in the MSK Cycle for Survival. Steven is currently training for next year’s 192-mile Pan Mass Challenge, he will be riding with his sister on her 13th annual ride.