Newcleus Welcomes BOLI / COLI Senior Professionals and Former SEC Lawyers Ean Estep
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58m ago
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Newcleus announces the appointment of Ean Estep as Regional General Manager. Estep possesses over 15 years of experience in the BOLI / COLI industry and has previously served as a lawyer at the U.S. Securities and Exchange Commission, before working at Northwestern Mutual.
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Jordley, Pennsylvania, September 30th / PRNewswire / -- Newcleus that provides executive benefits and COLI solutions, announced today that Ean Estep has joined the company as Regional General Manager.

Estep has over 15 years of experience in the industries of bank-owned life insurance ( BOLI ) and corporate-owned life insurance ( COLI ), and possesses both legal and regulatory backgrounds. He has also served as a lawyer for the U.S. Securities and Exchange Commission ( SEC ). Prior to that, he worked at Northwestern Mutual .

Throughout his career, Estep has assisted financial institutions and other organizations in formulating BOLI / COLI strategies and executive benefits solutions. He has accumulated extensive expertise in non-qualified benefit plans and executive retirement plans, designing strategies that take into account both the financial objectives of the organizations and the long-term needs of key executives.

Estep I am very pleased to join Newcleus, as I believe the company has found a unique and attractive balance between excellent customer service and a willingness to innovate. Our industry is evolving, and customers need partners who not only possess deep professional knowledge but also bring new ideas. I look forward to helping Newcleus continue to excel in both areas.

Newcleus, President and CEO, stated: "It is quite rare in our industry for someone to possess both regulatory insight and BOLI / COLI experience. His decision to join us reflects the strength of our platform and the momentum we are building. We are proud to be able to bring in outstanding consultants who will continue to help us grow and maintain our lead in a constantly changing market."

Outside of work, Estep enjoys hiking, fishing, camping, and traveling with his family. He also enjoys gardening and making his own cranberry jam.

About Newcleus

Newcleus is a financial services company that specializes in BOLI, COLI, non-qualified deferred compensation, and executive benefits solutions. The company is committed to innovation and insight, maintains true independence without being restricted by any single product, insurer, or plan, and utilizes proprietary solutions to provide strategies that enhance portfolio performance, increase talent attractiveness, and reduce costs. For more information, please visit newcleus.com.

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