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1.0 CLE General Credit pending 1.0 CFP CE approval pending
CPA CPE attendance certificates provided
Learn how the low interest rates are impacting the life insurance and annuity products and take a deeper dive to better understand what drives the economics of what consumers are buying. With that knowledge, you and your clients will be better armed to make better purchasing and planning decisions.
Steven J. Gibson
Principal, CFP® | Plante Moran
As president of Plante Moran Insurance Agency, Steven is known for helping ultra-high-net-worth and family office clients develop and implement financial planning strategies to maximize the leverage of wealth to the next generation as while also addressing the liquidity needs in a crisis plan for both the family and succession of any business interests. With over 20 years of experience, he specializes in estate planning, business succession strategies, and complex life insurance planning by partnering with numerous advisors over many disciplines to bring a cohesive solution to the client’s issues.
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