Rich Novak Email and Phone Number
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Rich Novak personal email
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Rich Novak is a Regional Vice President - Advanced Markets at Security Mutual Life at Security Mutual Life. He possess expertise in retirement planning, insurance, retirement, fixed annuities, qualified retirement plans and 34 more skills.
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Regional Vice President - Advanced MarketsSecurity Mutual Life Oct 2010 - Present55 Broadway 27Th Floor Nyc Ny 10006Regional Vice President - Advanced Markets – Wholesaler working with our General Agents, PPGA's and Financial Advisors to provide education on various topics including Defined Benefit and Defined Contribution retirement plans. Infinite Banking strategies including Private Pension, College Planning, Roth Alternative and Banking on Yourself. Business Continuation including Buy / Sell, Key Person, Executive Bonus and Deferred Compensation, as well as Estate Tax strategies. Point of sale and technical design support to assist Financial Advisors with clients as well as accountants and legal representatives. Conduct Continuing Education credit seminars on various topics for Genral Agents and Financial Advisors. -
Vice PresidentThe Heritage Group, Llc Jul 2005 - Oct 2010Vice President – Wholesaler for the Northeast and Mid Atlantic regions working with Institutional Insurance Consultants, Financial Advisors, Insurance Carrier Wholesalers and National GeneralAgencies to provide education on various topics including Defined Benefit retirement plans, Executive Compensation, Estate Tax strategies and Defined Contribution plans.Point of sale and technical design support to assist Financial Advisors with clients as well as accountants and legal representatives. Conduct Continuing Education credit seminars on various topics for Financial Advisors and major banking institutionsQualified Plan Specialist - Internal Wholesaler working with small to mid-size businesses in the design and implementation of qualified and non-qualified retirement plans, including split funded Defined Benefit , 412(e)(3), Cash Balance and Defined Contribution plans. Conduct on-line seminars for financial advisors at banking institutions
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Project Manager - Business AnalystIbm Jan 1998 - Feb 2002Global Services - Business Intelligence - Data Warehousing
Rich Novak Skills
Rich Novak Education Details
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Accounting -
Walt Whitman High School
Frequently Asked Questions about Rich Novak
What company does Rich Novak work for?
Rich Novak works for Security Mutual Life
What is Rich Novak's role at the current company?
Rich Novak's current role is Regional Vice President - Advanced Markets at Security Mutual Life.
What is Rich Novak's email address?
Rich Novak's email address is rn****@****lny.com
What is Rich Novak's direct phone number?
Rich Novak's direct phone number is +160772*****
What schools did Rich Novak attend?
Rich Novak attended Hofstra University, Walt Whitman High School.
What skills is Rich Novak known for?
Rich Novak has skills like Retirement Planning, Insurance, Retirement, Fixed Annuities, Qualified Retirement Plans, Life Insurance, Financial Planning, 401k, Financial Advisory, Long Term Care, Defined Benefit, Defined Contribution.
Who are Rich Novak's colleagues?
Rich Novak's colleagues are Sandy Pendorf, Gaile Beebe, Renee Dervay, Jeffrey Hale, Sabra Wilson, Owen Mccarthy, John C..
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