Stephen Abels
Managing Partner at Estate & Wealth Planning, inc. | Omaha, Nebraska, United States
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Stephen Abels serves as the Managing Partner at Estate & Wealth Planning, Inc., where he leverages his extensive expertise in financial services to guide clients toward achieving their long-term financial goals. Under his leadership, the firm has distinguished itself through a unique partnership approach that emphasizes strategic planning over tactical maneuvers. This philosophy of prioritizing durable outcomes rather than specific forecasts allows clients to navigate the complexities of wealth management with confidence.
At Estate & Wealth Planning, Stephen is deeply involved in key projects that focus on comprehensive estate planning, risk management, and income generation strategies. His proficiency in actuarial science and enterprise risk management enables him to develop tailored financial solutions that address the diverse needs of clients, ensuring their wealth is not only preserved but also effectively utilized to create lasting legacies. Stephen's commitment to a goal-driven approach means that he prioritizes understanding each client's individual aspirations, crafting personalized strategies that align with their unique circumstances.
In addition to his strategic oversight, Stephen is actively engaged in product development, particularly in the realms of life insurance and variable annuities. His experience in underwriting and direct marketing further enhances the firm's ability to deliver innovative financial products that meet the evolving demands of the market. As a family-owned firm, Estate & Wealth Planning embodies a personalized touch, and Stephen's leadership ensures that every client receives the attention and expertise they deserve. Through his vision and dedication, Stephen Abels continues to position Estate & Wealth Planning as a trusted partner in navigating the intricate landscape of estate and wealth management.
Managing Partner at Estate & Wealth Planning, inc. in August 2022 to Present
President, Income and Wealth Planning at Mutual of Omaha in September 2017 to August 2022
SVP, Pre-Retirement Solutions at Mutual of Omaha in August 2015 to September 2017
SVP, Individual Financial Services at Mutual of Omaha in August 2014 to August 2015
SVP, Direct To Consumer Marketing & Life Product at Mutual of Omaha in June 2007 to August 2014
VP & Actuary at Mutual of Omaha in January 2007 to June 2007
Actuary at Mutual of Omaha in July 1998 to December 2006
Actuarial Analyst at Liberty Life Insurance Company in January 1993 to June 1998
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Fixed Annuities
Product Development
Actuarial Science
Life Insurance
Reinsurance
Term Life Insurance
ALM
Underwriting
Insurance
Enterprise Risk Management
General Insurance
Direct Marketing
Financial Services
Risk Management
Variable Annuities
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Discover more about Estate & Wealth Planning, inc.What is Stephen Abels email address?
Email Stephen Abels at [email protected] and [email protected]. This email is the most updated Stephen Abels email found in 2026.
What is Stephen Abels phone number?
Stephen Abels phone number is +14029349004.
How to contact Stephen Abels?
To contact Stephen Abels send an email to [email protected] or [email protected]. If you want to call Stephen Abels try calling on +14029349004. (updated on October 29, 2024)
What company does Stephen Abels work for?
Stephen Abels works for Estate & Wealth Planning, inc.
What is Stephen Abels's role at Estate & Wealth Planning, inc.?
Stephen Abels is Managing Partner
What industry does Stephen Abels work in?
Stephen Abels works in the Financial Services industry.
Stephen Abels Email Addresses
Stephen Abels Phone Numbers
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