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Rick Grant

Rick Grant

Wealth Management Consultant

Saybrus Partners

Wealth Management Consultant at Saybrus Partners

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Saybrus Partners

Wealth Management Consultant

I partner with Farmers Insurance agents to maximize their life insurance opportunities by providing life insurance solutions for their clients. This includes point of sale support, case design, coaching, and training.

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Career

Allstate Financial Services, LLC

Exclusive Financial Specialist

Partnered with Allstate Exclusive Agents to market and sell Life, Disability, LTC, Fixed and Variable Annuities, and Mutual Funds

RMG Financial

Sales, Case Management

Life insurance sales and case management

Polycomp Administrative Services, Inc.

Pension Consultant

Consulted with Financial Advisors, CPA’s, Attorneys, and Business Owners on the proper design of a retirement plan

Primerica

Regional Vice President

Recruited, trained, and developed Financial Services reps

California State University, Northridge

BA, Kinesiology