Rick Johnson
President & Managing Life Settlement Broker at BRAVEPORT | Life Settlement Pro for Agents, Advisors and CPAs
- Role
- President & Managing Life Settlement Broker at Braveport, Inc. Life Settlements
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
Experience
President & Managing Life Settlement Broker
Braveport, Inc. Life Settlements
Sep 2011 — Present · Tustin, CA, US
Founder of nationwide viatical and life settlement brokerage focused on delivering liquidity options to seniors and seriously ill clients who no longer need, can\'t afford or are seeking to monetize their existing life insurance to cover living/retirement/medical expenses. I work closely with insurance agents, advisors, GAs, IMOs, attorneys and CPAs to help identify potential life settlement opportunities and provide education about why they MUST never forget to talk to clients about life settlements (hint: fiduciary duty). I focus on providing high-touch customer service at all stages, including case intake, negotiating with life settlement providers, policy valuation, closing and compliance and am currently working to develop AI-based technologies and automation to increase speed and efficiency in the life settlement process.
Skills
- Insurance
- Torts
- Term Life Insurance
- International Law
- Viatical Settlements
- Management
- Litigation Management
- Business Transactions
- Investments
- Insurance Law
- Litigation
- Corporations
- Trial Practice
- Permanent Life Insurance
- Fixed Annuities
- Life Insurance Loans
- Strategic Planning
- Estate Tax Planning
- Dispute
- Public Liability
- Hearings
- Financial Planning
- Escrow
- Estate Planning
- Life Settlements
- Life Insurance
- Retirement Planning
- Due Diligence
- Licensed Life Insurance Agent
- Private Equity
- Business Formation
- Product Liability
- Trusts
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