Rick Katz Email & Phone Number
Head Coach and Founder, Fed Retirement Income Planners @ Fed Retirement Income Planners LLC
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Rick Katz Location
- St. Louis, MO, US
Rick Katz Work
- 2024 -now Head Coach and Founder, Fed Retirement Income Planners @
- 2022 -2024 Chief Operating Officer @
- 2020 -2022 Partner @
- 2018 -2020 Director of Business Development Institute @
- 2015 -2018 Regional Vice President @
- 2012 -2015 Senior Vice President - Marketing and Development @
- 2011 -2012 Practice Development and Registered Representative @
- 2009 -2011 Senior Vice President @ 21st Century Brokerage, Inc.
- 2006 -2009 VP Sales and Marketing @ Meadowbrook Insurance Group
- 2004 -2006 Chief Marketing Officer @ First Life America Insurance Company
- 1999 -2004 Chief Insurance Officer @ Pioneer Services
- 1996 -1998 Vice President - BMA Brokerage @
- 1989 -1996 Vice President - Benefits @
- 1984 -1989 Regional Sales Director @ Chubb Life
- now Manager, Mass Marketing @
Rick Katz Education
- The Wharton School
(Risk Management / Insurance)
1991-1992 - Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA) (AEPi Fraternity)
1977-1981
Rick Katz Skills
- Fixed-Income Investing
- Benefits Management
- Qualified Retirement Plans
- Planning
- Compensation & Benefits
- Individual Pension Plans
- Federal Government
- Life Insurance
- Sales Management
- Recruiting
- Financial Services
- Strategic Planning
- Marketing
- Sales Operations
- 401(k) Retirement Savings Plans
- Retirement Planning
- Business Development
- Succession Planning
- Business Planning
- Small Business
- Disability Insurance
- Strategy
- Workers Compensation
- Fixed Annuities
- Property & Casualty Insurance
- Business-to-Business (B2B)
- Business Administration
- Leadership
- Team Building
- Management
- Training & Development
- Training
- Communication
- Public Speaking
- Client Development
- Leadership Development
- Thought Leadership
- Team Leadership
- Working with Brokers
- Customer Service
- Presentation Skills
- Sales Development
- Channel Strategy
- Variable Life
- Individual Health Insurance
- Retirement Savings
- Persuasion
- Helping Clients
- Wealth Accumulation
- Executive Coaching
- Variable Annuities
- Business Strategy
- Sales
Rick Katz Summary
- Rick Katz, based in St. Louis, MO, US, is currently a Head Coach and Founder, Fed Retirement Income Planners at Fed Retirement Income Planners LLC. Rick Katz brings experience from previous roles at Federal Benefits Information Center, New York Life Insurance Company and AIG. Rick Katz holds a 1991 - 1992 The Wharton School. With a robust skill set that includes Fixed-Income Investing, Benefits Management, Qualified Retirement Plans, Planning, Compensation & Benefits and more. Rick Katz has 2 emails and 4 mobile phone numbers on RocketReach.
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