Rick Demko
Providing dollars for the cost of dimes. | Life Insurance. | Author of IT ALL DEPENDS
- Role
- Managing Director at Summit Legacy Strategies
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Rick Demko
How would you feel if you were certain that during the most trying times, your family…
Experience
Managing Director
Feb 2024 — Present · Cypress, TX, US
Comprehensive financial planning firm focused on providing best in class service to our clients and a forward thinking work environment for our Advisors.Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. SUMMIT LEGACY STRATEGIES is not an affiliate or subsidiary of Guardian. CA Insurance License Number - 0L91169, AR Insurance License Number - 16••••49. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Skills
- Time Management
- Entrepreneurship
- Public Speaking
- Strategy
- Strategic Partnerships
- Sales Presentations
- Direct Sales
- Recruiting
- Insurance
- Salesforce.com
- Estate Tax Planning
- Account Management
- Cold Calling
- Banking
- Sales Operations
- Customer Retention
- Management Consulting
- Customer Service
- Negotiation
- Fixed Annuities
- Sales
- Training
- New Business Development
- Business Development
- Wealth Management
- Consulting
- Marketing Strategy
- Lead Generation
- Business Planning
- Financial Risk
- Sales Management
- Coaching
- B2b
- Life Insurance
- Small Business
- Finance
- Sales Process
- Team Building
- Management
- Financial Services
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