Rich Kaufman
Director at UBS Wealth Management
- Role
- Director, Insurance Product at UBS
- Location
- Queens County, NY, US
- LinkedIn followers
- 500 followers
Experience
Director, Insurance Product
May 2014 — Present · Weehawken, NJ, US
Responsible for:The initial and ongoing due diligence required to onboard new insurance carriers and products.Non-Resident Alien and Foreign National programs for insurance.Private Placement Life Insurance OfferingPremium Financing for new insurance policiesDistribution of Disability products including three High Limit Disability providersDistribution of traditional and hybrid LTC products through a dedicated LTC deskOverseeing the Property & Casualty Insurance referral programNon-Qualified Deferred CompensationSplit-Funded Defined BenefitsMaintain all content, both educational and informational on the insurance intranet siteWork with carriers, providers of third party solutions to execute agreement to be on the platformRepresent insurance at the monthly insurance product committeeInteract with the general agency\'s, third party providers and the Financial Advisors as the SME for insurance
Education
Queensborough Community College
Business, Management
Skills
- Life, Health , Series 7
- Portfolio Management
- 401k
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Health Insurance
- Investments
- Financial Advisory
- Vendor Management
- Series 63
- Due Diligence
- Project Management
- Fixed Annuities
- Asset Allocation
- Mutual Funds
- Wealth Management
- Retirement
- Financial Services
- Term Life Insurance
- Retirement Planning
- Finra
- Relationship Management
- Long-Term Care
- Insurance
- Series 24
- Registered Principal
- High Net Worth Individuals
- Disability Insurance
- Long Term Care Insurance
- Series 7
- Wealth Management Services
- Life Insurance
- Securities
- P&L Management
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