Our industry

Rick is frequently asked to participate in industry forums and speaks regularly to M Financial, the Million Dollar Round Table, Top of the Table and the Association of Advanced Life Underwriters.

He believes that collaboration develops and improves best practices across the industry and that can only help clients and producers alike.

He also recognizes the contribution to his early success that came with the knowledge-sharing of the top producers of the day and looks to “pay it forward” to the next generation.

Related topics

Our vision

Constant improvement is our guiding ideal – the better to serve our clients, honor our community and inspire ourselves.

Read more

Our values

We never forget we must earn our clients’ trust – and strive in all we do to return that faith with excellence, courtesy and respect.

Read more