More About Steve
Steven Gibbs is the CEO, Co-Owner and Co-Founder of Insurance and Estate Strategies LLC and InsuranceandEstates.com. His passion and core area of expertise, derived from decades of multifaceted experience, is coaching families in legacy preservation and wealth transfer strategies.
Steven’s track record of success extends back to 2008, when he launched a private trusts and estate law practice and he has held legal licenses and earned various accreditations in CA, FL and MN. His extensive experience in estate planning and asset protection allows him a unique perspective into advanced estate planning.
Steven has also been a licensed insurance agent since 2017 and currently holds an active insurance producer license in all 50 US states, including DC. He was top producing agent for strategic permanent life insurance solutions in 2021, and Penn Mutual recognized him as among their top rising stars in 2021, having earned the prestigious Century Club award.
As an experienced estate strategist and the team leader at Insurance and Estates, Steven has a deep understanding of how to achieve estate planning objectives using vehicles such as properly formulated estate documents, legacy training resources and asset vehicles such as properly designed cash value life insurance. Steve’s value proposition for clients includes a unique emphasis on intuitive planning and a multifaceted approach to achieve client objectives in different contexts. As a recognized estate planning expert, many high profile publications mention Steven as an expert contributor, such as Think Advisor.
