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Richard Weber, MBA, CLU, AEP

The Ethical Edge, Inc.
President
dick@insurancefiduciary.com
(510) 868-8804

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Richard M. Weber, MBA, CLU, AEP is a fee-only insurance expert, working as an Insurance Fiduciary for over 20 years. A 50-year veteran of the life insurance industry, he has been a successful agent, an insurance company executive, and now a consultant to insurers and their agents on the topic of productively serving a client’s interests.

He is the author of more than 350 articles encompassing products, sales practices, and the due diligence necessary to buy and sell life insurance and annuities. His research paper, Life Insurance as an Asset Class - co-authored with Christopher Hause - received the 2008 Academy of Financial Services "Best Paper” award.
 
Dick was the Society of Financial Service Professional’s 2012-2013 national President and was their Kenneth Black, Jr. Leadership Award recipient in 2008 in recognition of his “... exemplary leadership qualities and significant contributions to the fulfillment of the Society’s core values of ethic, education, and relationships.”


In 2009, Dick was elected to the National Association of Estate Planning Council's Estate Planning Hall of Fame - and selected to receive the Distinguished Accredited Estate Planner award and designation for “... significant and outstanding lifetime achievements and contributions to the practice and profession of estate planning.” Richard M. Weber, MBA, CLU, AEP (Distinguished) is a fee-only insurance expert, working as an Insurance Fiduciary for over 20 years. A 50-year veteran of the life insurance industry, he has been a successful agent, an insurance company executive, and now a consultant to insurers and their agents on the topic of productively serving a client’s interests.

About Us: The Ethical Edge provides fee-for-service consulting in a number of different arenas, from life insurance policy management to technical and due diligence perspective on legal cases involving life insurance. In all of our service areas, we seek to add value and provide a high level of expertise.

Archived Webinars Offered

WHAT EVERY ACCOUNTANT NEEDS TO KNOW ABOUT LIFE INSURANCE ILLUSTRATIONS

Date RecordedNovember 29, 2018  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other