Steve Parrish

Steve Parrish


Adjunct Professor Steve Parrish

Director of the New York Life Center for Retirement Income

Areas of Expertise:

Business Planning, Compliance, Estate Planning, Executive Compensation, Life Insurance, Life Insurance Law, Life Insurance Planning, Life Insurance Practices, Nonprofit Management, Philanthropy, Retirement Planning, Social Security, Wealth Management

BA, St. Olaf College
JD, William Mitchell College of Law


Steve Parrish is an independent consultant, providing thought leadership for financial service organizations. He joined The College in 2015 as Adjunct Professor, providing training in the CLU® and RICP® programs. He is a contributor to the WMCP™ and ChFC® programs. In addition to his role at The College, Parrish is the Interim Director of the Compliance and Risk Management program at Drake University Law School, where he serves as Adjunct Law Professor.  

Parrish is an expert in estate and financial planning, with a specialty in business owner issues. He is a recognized industry authority, spokesperson and author, including as a columnist for both and the Journal of Financial Service Professionals.

Parrish has served as an expert source for such prominent media outlets as InvestmentNews, MarketWatch, Wall Street Journal Radio, HR Magazine, and the Journal of Financial Planning. Parrish is a sought-after speaker with bar associations, estate planning councils and state AICPA meetings. He has addressed such financial service organizations as MDRT, Association for Advanced Life Underwriting, and Society of Financial Service Professionals.


HS 347 Contemporary Applications in Financial Planning