PGDC Contributing Author - Steven Zeiger
Steven received his Bachelor of Science in Business Administration, with a concentration in Finance, from the State University of New York at Albany. He received his Advanced Insurance degree from the Wharton School of Business and his Trust and Estate Practitioners designation from the Society of Trust and Estate Practitioners (STEP).
Steven plays a central role in advancing WaxmanLawson Financials leadership in the Private Placement Life Insurance (PPLI) marketplace and is in charge of the Firm’s expansion in the NY, NJ and CT area. He also works with clients and their advisors to implement M proprietary life and disability products since off-the-shelf products cannot meet the needs of Ultra High Net Worth Clients. He advises both domestic and international families and their advisors on the efficient use of private placement life insurance and annuities to help enhance after tax yields on their investments.
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