Richard is a Corporate Vice President for The Nautilus Group®, a service of New York Life Insurance Company. As a professional with more than 35 years of legal experience in financial, estate, business and benefits planning, his previous roles have included Assistant Vice President of Advanced Sales for Jefferson Pilot Life Insurance Company, and later Lincoln Financial, in Greensboro, NC; Executive Director of Advanced Underwriting for General American Life Insurance Company in St. Louis, MO; Executive Director of Salary Deferral Programs for Paragon Life Insurance Company; and owner of Advantage Publishers, where he published a monthly estate and business planning newsletter on diskette for use by insurance companies, agents, and attorneys.
Richard is admitted to practice law in Missouri and is a member of the Missouri Bar Association. He has served on an Estate Planning Task Force for the Million Dollar Round Table and as an Associate Editor for the Journal of Financial Service Professionals. He is a member of the Society of Financial Service Professionals and the Estate Planning Council of North Texas.
Richard has written numerous articles and pamphlets on estate planning, taxation, life insurance and financial planning, including articles published in the Journal of Financial Service Professionals, National Underwriter, The Wealth Channel, and the American Bar Association’s Probate and Property magazine. He also has co-authored two books on non-qualified deferred compensation and the BNA Tax Management Portfolios 386 and 828 on Insurance-Related Compensation. As an experienced speaker and seminar leader, he has made numerous presentations on a variety of insurance, estate, business, charitable and retirement planning topics.
J.D., Indiana University School of Law (1977)
B.A., Brigham Young University (1973)
Bloomberg BNA Tax Management Portfolios:
828 T.M., Insurance-Related Compensation (co-author)
All Bloomberg BNA treatises are available on standing order, which ensures you will always receive the most current edition of the book or supplement of the title you have ordered from Bloomberg BNA’s book division. As soon as a new supplement or edition is published (usually annually) for a title you’ve previously purchased and requested to be placed on standing order, we’ll ship it to you to review for 30 days without any obligation. During this period, you can either (a) honor the invoice and receive a 5% discount (in addition to any other discounts you may qualify for) off the then-current price of the update, plus shipping and handling or (b) return the book(s), in which case, your invoice will be cancelled upon receipt of the book(s). Call us for a prepaid UPS label for your return. It’s as simple and easy as that. Most importantly, standing orders mean you will never have to worry about the timeliness of the information you’re relying on. And, you may discontinue standing orders at any time by contacting us at 1.800.960.1220 or by sending an email to email@example.com.
Put me on standing order at a 5% discount off list price of all future updates, in addition to any other discounts I may quality for. (Returnable within 30 days.)
Notify me when updates are available (No standing order will be created).
This Bloomberg BNA report is available on standing order, which ensures you will all receive the latest edition. This report is updated annually and we will send you the latest edition once it has been published. By signing up for standing order you will never have to worry about the timeliness of the information you need. And, you may discontinue standing orders at any time by contacting us at 1.800.372.1033, option 5, or by sending us an email to firstname.lastname@example.org.
Put me on standing order
Notify me when new releases are available (no standing order will be created)