Income and Asset Protection Specialist with over 40 years of experience in financial planning
Rick is an Income and Asset Protection Specialist who has been in the business for over 40 years. With Rick you are not a number, you are a person in which he is passionate about working with you on achieving your financial goals along with protection of your home, current assets and business. His services are broad and range from life insurance, to empoyer insurance, legal aid, mortgage protection, dental/eye insurance, estate planning and so much more. Consultations are free. Let Rick show you how he can save you money and give you guarantees on your policies.
Keywords: life insurance, mortgage retention, legal insurance, employer insurance, estate planning, retirement insurance, disability insurance, annuities, Medicare supplements
Interview Q&A
How long have you been in business?
I have worked in the financial planning industry for over 40 years
What is your primary product or service?
Income and Asset protection and financial planning for person, family and business
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I have always enjoyed helping people obtain their financial goals and make sure the assets they have worked hard for are protected. I have 10 children whom I have sent all to college.
How do you differentiate yourself from other businesses in your category and area?
I specialize in many areas of financial planning. Not only do I service for insurance companies but I also can do college planning, estate, mortgage protection, helping you become your own banker, eye/dental insurance, and so much more.
How many locations do you have and do you have plans to expand?
Two locations. One in Sioux Falls SD and the other in Yankton SD.
Provide detailed directions to your location
We are located at the corner of 9th and Spring. One block west of Minnesota Ave.
Which areas do you service?
Financial planning, insurance for personal or business, estate planning, wills and legal aide, college funding and planning, eye and dental insurance, employer insurance and more
Who owns your company or runs daily operations?
I own the business
What are your hours of operation?
Monday-Friday 8-5
What is the best compliment anyone can give you?
That I have helped them achieve their financial goals
What is your favorite quote or Bible verse?
Gotta do what you can do, when you can do it.