Stephen Target, CLU®, ChFC®, AEP®
Examiner · DISC type csStephen Target is the Managing Partner at Newton One, LLC, where he designs custom life insurance solutions for affluent clients focused on wealth transfer, estate liquidity, and business succession. A graduate of Penn State University with CLU and ChFC designations, he has over 35 years of industry experience.
He is dedicated to providing independent, advocacy-based advice to entrepreneurs, physicians, and corporate executives. Stephen co-hosts the "Newton Knowledge" podcast, which explores sophisticated insurance topics, estate planning, and executive benefits, aiming to provide meaningful content to the advisor community and clients.
Stephen was recognized by Forbes/SHOOK as a Top Financial Security Professional in both 2022 and 2023.
Read the full overview →How Stephen shows up
They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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