Steve Parrish

About the Author

Steve Parrish

Steve Parrish, JD*, CLU, ChFC, is National Advanced Solutions Consultant for the Principal Financial Group, Des Moines, Iowa. In addition to consulting with business owners and brokers, Parrish is a recognized industry authority, spokesperson and author. Parrish is a sought after speaker with industry organizations such as the Million Dollar Round Table and Association for Advanced Life Underwriting. He also takes time to address various chamber, legal, accounting and business groups.

Parrish joined The Principal in February 1997.  Prior to joining The Principal, he was vice president, marketing services for AmerUS Life Insurance Company. He began his career as an attorney and advanced underwriter in Minneapolis. He became a financial planner and agent in Atlanta, where he was a co-owner of Walker Parrish Financial Group. Steve received his B.A., Cum Laude, from Saint Olaf College and his Juris Doctor degree from the William Mitchell College of Law.

*JD is an educational degree and the holder does not provide legal services on behalf of the companies of the Principal Financial Group.

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  Talking buy-sell reviews

  By Steve Parrish, Pete Leo  |  December 19, 2012

  Two industry experts discuss various approaches to exit planning, business valuation and buy-sell agreements.

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  Do Your Client's Key Assets Go Home At Night?

  By Steve Parrish  |  July 11, 2012

  Employers can be hurt big time by the untimely death of an important employee. Key person life insurance can help.

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  4 Items to Consider Regarding Taxes in Benefit Planning

  By Steve Parrish  |  February 21, 2012

  Politicians' amorphous tax claims make for great entertainment and plenty of copy for journalists, but they don’t provide any guidance for the entities that have to pay these taxes.

• The Tax Reform Act: A Gift with an Expiration Date

  By Steve Parrish  |  October 1, 2011

  Sometimes selling involves taking existing plans and reviewing them in light of changes in personal or business circumstances, changes in goals -- or changes in outside factors, such as tax law.

• Leveraging the Tax Reform Act for your business clients

  By Steve Parrish  |  May 1, 2011

  With the 2010 Tax Reform Act in effect for the next two years, now is the ideal time for business owners to re-evaluate estate plans. Here's how life insurance can help them leverage current and future estate and gift tax provisions.

• Leveraging the Tax Reform Act for your business clients

  By Steve Parrish  |  April 14, 2011

  Business owners have just two years to take advantage of the 2010 Tax Reform Act. Here are some key income and employment tax planning strategies involving life insurance that can be adopted now to help lower the upcoming tax bite.

• Ask business owners questions to make business sales

  By Steve Parrish  |  September 1, 2010

  By following this four-step process, you can help your business owner clients identify and prioritize their long-term financial needs.

• Key employees: A case for executive bonus

  By Steve Parrish, Timothy M. Dardis  |  June 2, 2010

  Executive bonus allows employers to help key employees fill financial gaps while providing an incentive to stay with the company.

• The Time Is Now For A Buy-Sell Review

  By Steve Parrish  |  April 22, 2010

  At a recent presentation to business owners, an owner told me the following: Despite the economy, his business hasn't lost a beat.

• Life Insurance vs. The Estate Tax: A Clear Winner

  By Steve Parrish  |  September 2, 2009

  Advisors and clients may not fully appreciate all life insurance can accomplish when doing estate tax planning. Here's a rundown on some of the many advantages.