Rich has over 30 years of experience supporting and consulting with both major insurance companies and sophisticated financial professionals as they work to identify and plan for their clients’ needs. He consults on complex business and personal planning issues that require technical solutions and product considerations. Areas of expertise include legacy, business succession, executive benefits, retirement and long-term health care needs.
Rich has held various leadership roles with major life and annuity carriers, including AXA US, Prudential Life, Metropolitan Life, Berkshire Life, and American Skandia. He also operated his own consulting firm, providing expert product and technical support to attorneys, accountants, life, property and casualty agents, and clients. At the start of his career, he served as a Captain of the U.S. Army JAG Defense Counsel. Rich is a respected industry speaker, a member of and associated with a number of professional organizations, and has authored numerous articles in industry publications.
He is a graduate of Fordham University where he received his degree in Economics and Boston College Law School where he received his Juris Doctor.