Steven J Marlow, CPA, MAcc

Financial Representative

Professional

Business owners have special needs. I can help you anticipate those needs--whether they are executive bonus plans to attract and retain key executives, or insurance to protect you and your partners in the event of death or disability. I will work in cooperation with a team of specialists, including your own advisors, to help you develop a strategy that will accomplish your specific financial objectives.

Before I can speak intelligently about the services that might be appropriate for your company, I would like you to get to know me and feel comfortable sharing your goals.  This will enable us to create a sound solution to benefit your company.

As a former member of KPMG Peat Marwick’s tax department and Tax Compliance Director for a major financial institution, I have been providing consulting services to banks and corporations for more than 15 years. 
 
I specialize in Bank-Owned Life Insurance (“BOLI”) - assisting financial institutions in the implementation of BOLI programs, as well as a variety of benefit plans designed to attract and retain the key officers of these institutions.  I have also worked extensively in the Corporate-Owned Life Insurance (“COLI”) marketplace – helping businesses implement various Non-qualified Benefit programs, typically using COLI as an informal funding vehicle. 
 
I appreciate your taking the time to view my profile and I would welcome the opportunity to discuss the details of my services with you.  Please feel free to contact me with any questions.  I would be happy to help. 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck