Keith A. Buck
Keith A. Buck, J.D., LLM, CLU, FLMI, is an Assistant Vice President with Pacific Life’s Advanced Designs Unit. He has over twenty-three years of experience working in the life insurance industry as an estate and business planning attorney. As part of his role at Pacific Life, Keith provides support to life insurance producers and professional advisors on a variety of estate, business, and retirement planning issues. He also travels extensively where he gives presentations to life insurance producers and professional advisors. He has spoken at several national industry conferences such as the MDRT Top of the Table Conference, LIMRA Advanced Sales Conference, and the AALU Annual Meeting. He has also had several articles published in various publications, including Best’s Review, Journal of Financial Service Professionals, Estate Planning Journal, and Steve Leimberg’s LISI newsletter.
Keith obtained his law degree from Drake Law School in Des Moines, Iowa. While at Drake, Keith was the Projects Editor of the Drake Law Review and, ultimately, graduated Order of the Coif. He subsequently went on to receive his Master of Laws (LL.M.) in taxation from Boston University Law School. He also holds the Chartered Life Underwriter (CLU) and the Fellow, Life Management Institute (FLMI) designations.
Keith resides in Laguna Niguel, California with his wife, Sharon, and their five boys.
Stephan R. Leimberg
Stephan R. Leimberg is CEO of LISI, Leimberg Information Services, Inc., at leimbergservices.com, a provider of e-mail/internet news and commentary for professionals on recent cases, rulings, and legislation; CEO of Leimberg and LeClair, Inc., an estate and financial planning software company; and President of Leimberg Associates, Inc., a publishing and software company in Bryn Mawr, Pennsylvania at leimberg.com .
Leimberg is the author of numerous books on estate, financial, and employee benefit and retirement planning and a nationally known speaker. Leimberg is the creator and/or principal author of the entire nine-book Tools & Techniques series including The Tools & Techniques of Estate Planning, The Tools & Techniques of Financial Planning, The Tools & Techniques of Employee Benefit and Retirement Planning, The Tools & Techniques of Life Insurance Planning, The Tools & Techniques of Charitable Planning, The Tools & Techniques of Income Tax Planning, The Tools & Techniques of Investment Planning, The Tools & Techniques of Risk Management, and The Tools & Techniques of Practice Management. Leimberg is co-author, with noted attorney Howard Zaritsky, of Tax Planning with Life Insurance, The Book of Trusts with attorneys Charles K. Plotnick and Daniel Evans, and How to Settle an Estate with Charles K. Plotnick, and The Buy-Sell Handbook.
Leimberg is the creator or co-creator of many software packages for the financial services professional including NumberCruncher (estate planning), IRS Factors Calculator (actuarial computations), Financial Analyzer II, Estate Planning Quickview (Estate Planning Flow Charts), Toward a Zero Estate Tax (PowerPoint Estate Planning Client Seminar), Gifts That Give, Gifts That Give Back (Powerpoint Client Charitable Planning Seminar), and Long-Term Care (Powerpoint Client Seminar).
A nationally known speaker, Leimberg has addressed the Miami (Heckerling) Estate Planning Institute, the NYU Tax Institute, the Notre Dame Law School and Duke University Law School’s Estate Planning Conference, The American Bar Association Planning Techniques for Large Estate and Sophisticated Planning Techniques courses of study, the National Association of Estate Planners and Councils, and the AICPA’s National Estate Planning Forum. Leimberg has also spoken to the Federal Bureau of Investigation, and the National Aeronautics and Space Administration.
Leimberg, a 2004 recipient of the National Association of Estate Planners and Councils Distinguished Accredited Estate Planner award, was named 1998 Edward N. Polisher Lecturer of the Dickinson School of Law, and was awarded the Excellence in Writing Award of the American Bar Association’s Probate and Property Section. He has been honored as Estate Planner of the Year by the Montgomery County Estate Planning Council and as Distinguished Estate Planner by the Philadelphia Estate Planning Council. He is also the recipient of the President’s Cup of the Philadelphia Life Underwriters, a three-time Boris Todorovitch Lecturer, and the first Ben Feldman Lecturer.
Tony Steuer is an author and advocate for financial preparedness. Tony Steuer, CLU, LA, CPFFE, helps people make sense of the financial world in a way that’s easy for them to understand. His books including, “GET READY!,” “Insurance Made Easy,” and “Questions and Answers on Life Insurance,” have won numerous awards. Tony is the founder of the GET READY! Initiative which includes the GET READY! financial organization system, the GET READY! Financial Preparedness Club, GET READY! Podcast, and the GET READY! Financial Principles, a best practices playbook for the financial services industry. Tony served as a long-term member of the California Department of Insurance Curriculum Board. Tony is regularly featured in the media including the New York Times, the Washington Post, Fast Company, and other media. He has also appeared as a guest on television shows, such as ABC’s “Seven on Your Side.” Visit https://tonysteuer.com/ to join the GET READY! Financial Preparedness Club and access free resources.