The latest from Steven Herrera

Jul 24, 2024 - by Steven Herrera, Modern Capital Executive Solutions, Inc.

Creating a SERP philosophy & why it’s so important for a credit union

Today, the credit union employment market is highly competitive, and Supplemental Executive Retirement Plan (SERP) arrangements are frequently used to retain key employees, while offering future-orientated incentives tied to their ...

Steven Herrera

Case Design Specialist
Modern Capital Executive Solutions

Web: https://www.moderncap.com/ES/executive-solutions

Steven has over 20+ years of experience in the life insurance industry. He specializes in creating insurance solutions and financial models that bring clarity to the decision-making process. He has an extensive background in insurance analysis, case design, underwriting and policy performance reviews. Steven started his career as a life insurance marketer to independent insurance agents, insurance agencies and national broker dealers. He also gained valuable experience at financial planning firms, designing insurance solutions that optimize policy benefits and tax efficiencies for affluent clients. Steven was born, and still resides, in Southern California. Outside of the office, he is happiest with his wife Stephanie and son Ethan.

The latest from Steven Herrera

Creating a SERP philosophy & why it’s so important for a credit union

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