Rick Keidan, Clu, Chfc, Cfc Email & Phone Number

Austin, Texas, United States

Helping people achieve their entrepreneurial goals.

Philadelphia Pa And Charlotte Nc

Post merger with National Financial Partners, and leading their national life brokerage operations, I wanted to get back to running an entrepreneurial firm where I could be my own boss. I ultimately decided to leave my corporate role. I joined forces with a business partner, with the goal of becoming one of the country's most successful life brokerage firms. That goal was achieved as we grew our firm to one of the largest and most successful insurance brokerage firms in the country. With offices in Philadelphia and Charlotte, hard work, and experienced leadership, we were able to help numerous financial professionals enhance and grow their businesses, while growing our own firm to annual gross revenue in excess of $20 million, and net profits exceeding $2million per year.

Birmingham, Alabama, United States

Following our rapid same store sales growth, we achieved our long term goal when in 2004 we merged with National Financial Partners, a publicly traded company listed on the NY Stock Exchange.

Birmingham, Alabama, United States

Highland Capital Holding Corporation was among the first industry consolidators in the insurance and financial services space. Highland acquired successful entrepreneurial firms across the country and consolidated them into a single national company with expanded resources and brand recognition. I was brought in to head up the sales and marketing efforts, and over the next two years we experienced sales growth in excess of 300%.

Education record

Chartered Life Underwriter And Chartered Financial Consultant, Financial Planning And Services