Advanced Insurance Planning Consultant
I am a proven Advanced Insurance Planning Solutions Consultant with over 30 years of experience helping Financial Planners, Wealth Managers, Senior Life Agents and Advisors provide Best-In-Class Insurance Solutions for their clients.
I have an extensive background in the insurance industry and am a firm believer in the concept of teamwork, which I believe is a direct result of my early days as a professional baseball player in the San Francisco Giants Baseball Organization and have incorporated these principles in my business model.
Each player is uniquely gifted and adds essential talents to a team to create successful outcomes. When the right players are brought together on the field of athletics or in the collaboration towards the implementation of personal, business or estate based risk management, we all benefit!
I would like to partner with you to be the expert insurance consultant on your team. I have specialized skills in Advanced Case Design and I focus on the risk management needs of your client. My goal is to be a teammate, a professional extension of you, completing the life, DI and LTCi risk packages for your clients in a manner which does not jeopardize your client relationship.
My specialty is helping wealth mangers evaluate their clientele and discover areas of opportunity. I have extensive experience in working with high net worth clientele in estate, legacy and business succession planning. I believe in strong, long term business partnerships established through credibility and trust.
I have a bullpen of experts that know the nuances of the insurance industry and will provide customized delivery of insurance solutions from the application acquisition to underwriting and delivery.
You can trust me to provide your clients with the Best-In-Class Insurance Solutions designed in a fiduciary manner consistent with your team strategy.
Connect with Richard on LinkedIn.