Profile: Steve Kerby

Steve began his career in the insurance business his senior year in college, joining Northwestern Mutual Life (NML) in 1970. Steve quickly learned that he had made the right decision because he genuinely cared about people. He liked helping people plan and to solve problems, making a difference in peoples’ lives, and that quality of company and product was of utmost importance.

Steve’s career was successful from the start earning top company awards as a leader in the agency, region, and on a national level, a sign of many more accomplishments to come. Steve won many awards, including the prestigious LIFE Membership in the Million Dollar Round Table. His membership in this elite organization continued for the next 27 consecutive years. Steve’s standing in the insurance and planning community as a professional leader allowed him to work with other companies and other agents to help them maintain and grow their businesses.

In 1993, Steve founded his own company, becoming an independent agent. This career move provided Steve with the ability to offer a broader range of products and services. Steve’s unique ability to “listen” to a client’s concerns has allowed him to provide more options for his clients. His belief that listening is of paramount importance, possibly the most critical aspect of talking with a client, as well as gathering all the unbiased “facts” of a client’s lifetime.

Throughout Steve’s career, he has accomplished many firsts in his industry. He was the first dually-licensed NML advisor in America and was the first to attain the designation of Senior Financial Consultant from Shearson American Express. He was the first Northwestern Mutual Life agent to also associate with VALIC, a firm specializing in the 403(b) retirement market. He was also invited to join an elite group of NML agents working with Physicians Nationwide Inc., dealing with complex estate planning issues helping physicians and other medical specialists nationwide.

Steve’s specialty focused on helping clients develop estate plans, retirement plans, and heritage plans. He was invited to produce and provide, on an exclusive basis, specialized plans for employees of Southern Oregon University and Oregon Institute of Technology.

He has continued to provide the same “purpose centered” care and planning to his clients.





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Steve Kerby

Steve.Kerby@RetireVillage.com

5555 S.W. 196th Avenue Aloha, OR 97078

(503) 936-3535

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Disclaimer: The information presented here is intended as information only and is not intended to represent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.