Steve Herrera, CLU
Financial Advisor
Principal Strategies Insurance Services
irvine, CA
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Email to a FriendOur platform includes over 30 insurance companies, advanced planning resources, underwriting consultation, life insurance, annuity, and LTCi products.
Services Provided by Steve Herrera, CLU
Financial Planning, Estate Planning, Retirement Planning, Charitable Giving, Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Long Term Care Insurance
Specialties:
Advanced Policy Designs, Business Buy-Sell Arrangements, Estate Planning, Income Tax Free Solutions, Key Person Insurance, Laddered Mortgage Protection Planning, Life Insurance as an Asset Class, Portfolio Diversification, Retirement Income Planning, SBA Loan Coverage, Strategies for Smart Donors & Socially Good Institutions (Charitable Giving)Languages
- English
Background Information for Steve Herrera, CLU
Education
- LOMA
2005 - The American College
1998 - San Francisco State University
Licenses & Credentials
- Chartered Life Underwriter
Previous Work Experience
Life Insurance Marketer Marsh
2007 — 2009
+ All Work ExperienceLife Insurance Marketer CPS Insurance Services
2004 — 2007
Registered Representative Foresters
2001 — 2004
Recently Answered Questions by Steve Herrera, CLU
Showing 1 out of 1 Answered Questions:
In your example, the 10% surrender charge is deducted from the policies cash value.
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