Rick Katz Email and Phone Number
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Rick Katz personal email
Rick Katz phone numbers
With a sharp focus on retirement planning and benefits education, our team at Fed Retirement Income Planners excels in guiding federal employees through their transition to retirement. Leveraging in-depth knowledge from our tenure in the industry, we specialize in creating personalized strategies that turn uncertainty into confident, informed decision-making by using our proprietary 4KAST Retirement Income Plan.Our approach blends client development with training and team building, ensuring that each client receives a service tailored to their unique circumstances. The development of the 4KAST report is a testament to our commitment to provide actionable insights, helping clients visualize and achieve their retirement goals with precision and confidence.
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Head Coach & Founder, Fed Retirement Income PlannersFed Retirement Income Planners Llc Apr 2024 - PresentTransitioning from employment to retirement can be challenging, exciting, intimidating, and timely. For federal employees, there are so many issues to navigate. When can I retire? Can I duplicate my paycheck? What happens to my benefits? In fact, we believe there are 11 Key Issues to be considered. Our team will help you navigate the rules and choices you can make to ensure the best outcome. Our 4KAST report will provide you the answers and guidance you seek.
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Chief Operating OfficerFederal Benefits Information Center Apr 2022 - May 2024Lakewood Ranch, Florida, UsFBIC stands as the leading resource for information and actionable education for Federal Employees regarding their Benefits. Knowing where you stand today, as well as where you will be when making critical retirement decisions, is essential in ensuring your life unfolds as you picture it. By providing each employee a personalized Comprehensive Annual Benefits Summary, it changes the "what if" to "when" through actionable data and info. -
PartnerNew York Life Insurance Company May 2020 - Apr 2022New York, New York, UsNew York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career. As a Partner, my responsibility was to attract, recruit and onboard new agents.Description of agent activities and responsibilities: As a licensed agent one will be responsible for scheduling appointments, meeting with clients, analyzing clients information making product recommendations and providing ongoing service. -
Director Of Business Development InstituteAig Feb 2018 - Mar 2020New York, Ny, UsLeveraged in-depth knowledge of assisting clients throughout the financial planning process to develop and institutionalize customized training content across diverse modules to educate life wholesalers, agencies and producers on best practices across the sales and client development process, facilitating exponential revenue growth and driving customer loyalty. Designed the Business Development Institute from the ground up to provide strategies for client development and practice growth across five key areas (Prospecting, Meetings, Competence, Closing, and Advanced Concepts) through a process-driven approach. -
Regional Vice PresidentAig Mar 2015 - Feb 2018New York, Ny, UsSourced, developed, and retained key talent, with accountability over a staff of over 150 financial professionals and wholesalers across multiple states and distribution channels, focusing on continuous team growth and employee engagement. Provided detailed training and guidance best practices in client interactions and educating producers on how to uncover customers’ long-term financial objectives. Established a track record of decreasing employee attrition by cultivating a positive corporate culture and providing direction to all producers, thereby retaining 167 of 200 agents hired.
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Senior Vice President - Marketing & DevelopmentExecutive Financial Group Llc/Oneamerica General Agency Dec 2012 - Feb 2015Maryland Heights, Missouri, UsServed as agency co-owner to expand the footprint of organization through increased sales revenue and hiring more representatives. Recruited, interviewed, onboarded, and trained a new staff, including three top managers, ensuring alignment with industry and organizational best practices. Developed operational guidelines and processes to optimize service delivery to clients, enabling them to achieve financial objectives. -
Practice Development / Registered RepresentativeMetlife Oct 2011 - Oct 2012New York, Ny, UsCreated and implemented practice development programs to assist over 100 direct reports across four locations, spanning Kansas City, Omaha, Wichita, and St. Louis to improve productivity and exceed key performance metrics utilizing a process-oriented, actionable approach. -
Senior Vice President21St Century Brokerage, Inc. Mar 2009 - Oct 2011Retail insurance agency specializing in cost-effective individual health insurance programs, Loss of Income coverage and Life insurance. We also introduce employers to voluntary benefits for their employees as a method of serving their team without incurring more costs. We help ATTRACT, RETAIN and IMPROVE PROFITABILITY. As we are in a growth mode, candidates interested in a professional sales or sales management role should contact us immediately. As a small business owner or entrepreneur that pays for your own health insurance, we invite and encourage you to contact us to spend just a short time to potentially save thousands of dollars.
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Vp Sales & MarketingMeadowbrook Insurance Group 2006 - 2009Developed and lead a national sales and marketing efforts for multiple Program Marketing initiatives. Responsible for Regional Vice Presidents, extensive staff, management and diverse $100+ million book of business made up of alternative markets, small commercial and workers compensation.
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Chief Marketing OfficerFirst Life America Insurance Company Apr 2004 - Jun 2006
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Chief Insurance OfficerPioneer Services 1999 - 2004
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Vice President - Bma BrokerageGenerali Sep 1996 - May 1998It -
Vice President - BenefitsJardine Matheson May 1989 - Jul 1996Hong Kong, Central, Hk -
Regional Sales DirectorChubb Life Mar 1984 - Mar 1989Hong Kong Sar, Hk -
Manager, Mass MarketingCigna Insurance Services 1981 - 1984Plymouth, Gb
Rick Katz Skills
Rick Katz Education Details
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Fox School Of Business At Temple UniversityInsurance / Business Law -
The Wharton SchoolRisk Management / Insurance
Frequently Asked Questions about Rick Katz
What company does Rick Katz work for?
Rick Katz works for Fed Retirement Income Planners Llc
What is Rick Katz's role at the current company?
Rick Katz's current role is Helping Federal Employees retire the way they picture it.
What is Rick Katz's email address?
Rick Katz's email address is rk****@****cbi.com
What is Rick Katz's direct phone number?
Rick Katz's direct phone number is +191394*****
What schools did Rick Katz attend?
Rick Katz attended Fox School Of Business At Temple University, The Wharton School.
What are some of Rick Katz's interests?
Rick Katz has interest in Herpetology.
What skills is Rick Katz known for?
Rick Katz has skills like Life Insurance, Sales, Sales Management, Financial Services, Strategic Planning, Leadership, Marketing, Team Building, Sales Operations, Management, 401 Retirement Savings Plans, 401k Rollovers.
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