Rick Demko

Managing Director @Summit Legacy Strategies

Houston, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2024 — Present

Managing Director @Summit Legacy Strategies

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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 ManagementEntrepreneurshipPublic SpeakingStrategyStrategic PartnershipsSales PresentationsDirect SalesRecruitingInsuranceSalesforce.comEstate Tax PlanningAccount ManagementCold CallingBankingSales OperationsCustomer RetentionManagement ConsultingCustomer ServiceNegotiationFixed AnnuitiesSalesTrainingNew Business DevelopmentBusiness DevelopmentWealth ManagementConsultingMarketing StrategyLead GenerationBusiness PlanningFinancial RiskSales ManagementCoachingB2bLife InsuranceSmall BusinessFinanceSales ProcessTeam BuildingManagementFinancial Services

ABOUT RICK DEMKO

How would you feel if you were certain that during the most trying times, your family…

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