I Am Expert In
Capital Transfer Utilizing Life Insurance
Annuity Analysis: Fixed, Index, Variable
Leading Clients to their Financial Goal
Rick Kubler has 52 years’ experience in the financial industry including; insurance, equities, financial, planning and problem solving. In today’s competitive environment there are many theories, options, and ways to proceed, and it’s difficult for many people, even an advisor, to grasp and understand the best course of action. Rick’s extensive experience dealing with clients has provided the proficiency needed to convey a strategic financial plan and create a roadmap to their goals.
Rick brings to every client, the knowledge, experience, education, and understanding of what annuities can do for them and their overall financial portfolio. It’s this understanding and core belief in the product that has made him successful in business, enabling him to deliver unique value to his clients.